Accelerate Investment Advisors’s Wells Fargo WFC Stock Holding History

Accelerate Investment Advisors’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	$306K	Sell	3,841 -1	-0%	-$86	0.2%	77
2025 Q4	$358K	Sell	3,842 -589	-13%	-$51.1K	0.24%	62
2025 Q3	$371K	Buy	4,431 +38	+0.9%	+$3.08K	0.25%	61
2025 Q2	$352K	Sell	4,393 -456	-9%	-$32.9K	0.26%	61
2025 Q1	$348K	Buy	4,849 +2	+0%	+$150	0.29%	58
2024 Q4	$340K	Buy	4,847 +675	+16%	+$46.1K	0.3%	57
2024 Q3	$236K	Buy	+4,172	New	+$236K	0.23%	64

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

Accelerate Investment Advisors's WFC Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Wells Fargo (WFC) stake by 0.03% in Q1 2026, selling an estimated $86 and leaving 3,841 shares worth $306K. The position accounts for 0.2% of the portfolio, ranked #77.

Accelerate Investment Advisors first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $371K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Accelerate Investment Advisors held 3,841 shares of Wells Fargo worth $306K as of Q1 2026.
Accelerate Investment Advisors sold 1 Wells Fargo share in Q1 2026, an estimated $86.
Wells Fargo made up 0.2% of Accelerate Investment Advisors's portfolio in Q1 2026, its #77 holding.
Accelerate Investment Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's Wells Fargo position peaked at $371K in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.