49 Wealth Management’s Wells Fargo WFC Stock Holding History

49 Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$454K	Buy	5,706 +382	+7%	+$32.8K	0.03%	121
2025 Q4	$496K	Buy	5,324 +425	+9%	+$36.9K	0.04%	109
2025 Q3	$411K	Sell	4,899 -3	-0.1%	-$243	0.04%	112
2025 Q2	$393K	Buy	4,902 +33	+0.7%	+$2.38K	0.04%	103
2025 Q1	$350K	Buy	4,869 +1,079	+28%	+$81K	0.04%	124
2024 Q4	$266K	Sell	3,790 -742	-16%	-$50.7K	0.04%	134
2024 Q3	$256K	Buy	+4,532	New	+$256K	0.04%	138

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

49 Wealth Management's WFC Position: Q1 2026 in Review

49 Wealth Management increased its Wells Fargo (WFC) stake by 7.2% in Q1 2026, buying an estimated $32.8K and bringing the position to 5,706 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #121.

49 Wealth Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $496K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

49 Wealth Management held 5,706 shares of Wells Fargo worth $454K as of Q1 2026.
49 Wealth Management bought 382 Wells Fargo shares in Q1 2026, an estimated $32.8K.
Wells Fargo made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #121 holding.
49 Wealth Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
49 Wealth Management's Wells Fargo position peaked at $496K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.