Advisor OS’s Wells Fargo WFC Stock Holding History

Advisor OS’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	$717K	Buy	9,001 +1,025	+13%	+$88K	0.05%	232
2025 Q4	$743K	Sell	7,976 -268	-3%	-$23.3K	0.06%	206
2025 Q3	$691K	Buy	8,244 +1,153	+16%	+$93.5K	0.06%	206
2025 Q2	$568K	Buy	7,091 +459	+7%	+$33.1K	0.06%	227
2025 Q1	$476K	Sell	6,632 -996	-13%	-$74.8K	0.05%	241
2024 Q4	$536K	Buy	7,628 +2,972	+64%	+$203K	0.06%	212
2024 Q3	$263K	Buy	4,656 +109	+2%	+$6.17K	0.03%	343
2024 Q2	$270K	Buy	4,547 +138	+3%	+$8.15K	0.03%	321
2024 Q1	$256K	Sell	4,409 -2,737	-38%	-$143K	0.03%	334
2023 Q4	$352K	Buy	7,146 +845	+13%	+$36.5K	0.05%	239
2023 Q3	$257K	Buy	6,301 +862	+16%	+$37.2K	0.04%	251
2023 Q2	$232K	Sell	5,439 -622	-10%	-$25K	0.04%	269
2023 Q1	$227K	Buy	+6,061	New	+$264K	0.05%	221

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

Advisor OS's WFC Position: Q1 2026 in Review

Advisor OS increased its Wells Fargo (WFC) stake by 13% in Q1 2026, buying an estimated $88K and bringing the position to 9,001 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #232.

Advisor OS first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $743K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Advisor OS held 9,001 shares of Wells Fargo worth $717K as of Q1 2026.
Advisor OS bought 1,025 Wells Fargo shares in Q1 2026, an estimated $88K.
Wells Fargo made up 0.05% of Advisor OS's portfolio in Q1 2026, its #232 holding.
Advisor OS first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Advisor OS's Wells Fargo position peaked at $743K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.