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Accel Wealth Management’s Wells Fargo WFC Stock Holding History

Accel 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 		– Sell
-2,254
Closed -$210K – 302
2025
Q4 		$210K Buy
+2,254
New +$196K 0.06% 267
2023
Q2 		– Sell
-1,503
Closed -$56.2K – 876
2023
Q1 		$56.2K Sell
1,503
-100
-6% -$4.36K 0.02% 450
2022
Q4 		$66.2K Buy
1,603
+122
+8% +$5.4K 0.03% 312
2022
Q3 		$64K Sell
1,481
-37
-2% -$1.59K 0.03% 324
2022
Q2 		$62K Buy
1,518
+203
+15% +$8.91K 0.04% 313
2022
Q1 		$64K Buy
1,315
+7
+0.5% +$375 0.03% 324
2021
Q4 		$63K Buy
1,308
+245
+23% +$12.1K 0.03% 338
2021
Q3 		$49K Sell
1,063
-276
-21% -$12.8K 0.03% 330
2021
Q2 		$61K Buy
1,339
+2
+0.1% +$89 0.04% 307
2021
Q1 		$52K Sell
1,337
-104
-7% -$3.68K 0.04% 306
2020
Q4 		$44K Buy
+1,441
New +$37.3K 0.04% 319

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Accel Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,254 shares — an estimated $210K sold.

Accel Wealth Management first reported a position in WFC in Q4 2020 and held it in 11 quarters. The position peaked at $210K in Q4 2025. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Accel Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Accel Wealth Management sold 2,254 Wells Fargo shares in Q1 2026, an estimated $210K.
  • Accel Wealth Management first reported a position in Wells Fargo in Q4 2020 and held it in 11 quarters.
  • Accel Wealth Management's Wells Fargo position peaked at $210K in Q4 2025.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.