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Advisors Management Group’s Wells Fargo WFC Stock Holding History

Advisors Management Group’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 		$671K Buy
8,434
+29
+0.3% +$2.49K 0.12% 97
2025
Q4 		$783K Sell
8,405
-18
-0.2% -$1.56K 0.14% 92
2025
Q3 		$706K Sell
8,423
-15
-0.2% -$1.22K 0.12% 96
2025
Q2 		$676K Sell
8,438
-315
-4% -$22.7K 0.13% 94
2025
Q1 		$628K Hold
8,753
– – 0.14% 95
2024
Q4 		$615K Hold
8,753
– – 0.15% 96
2024
Q3 		$494K Hold
8,753
– – 0.12% 102
2024
Q2 		$520K Sell
8,753
-457
-5% -$27K 0.13% 99
2024
Q1 		$534K Sell
9,210
-10
-0.1% -$523 0.13% 97
2023
Q4 		$454K Sell
9,220
-119
-1% -$5.13K 0.12% 99
2023
Q3 		$382K Sell
9,339
-16
-0.2% -$691 0.12% 104
2023
Q2 		$399K Sell
9,355
-146
-2% -$5.88K 0.12% 101
2023
Q1 		$355K Sell
9,501
-90
-0.9% -$3.92K 0.11% 100
2022
Q4 		$396K Hold
9,591
– – 0.15% 87
2022
Q3 		$386K Sell
9,591
-514
-5% -$22.1K 0.15% 88
2022
Q2 		$396K Buy
10,105
+91
+0.9% +$3.99K 0.14% 90
2022
Q1 		$485K Sell
10,014
-138
-1% -$7.39K 0.16% 78
2021
Q4 		$487K Sell
10,152
-2
-0% -$98 0.15% 82
2021
Q3 		$471K Sell
10,154
-165,759
-94% -$7.67M 0.15% 83
2021
Q2 		$7.97M Buy
175,913
+21,460
+14% +$958K 2.38% 7
2021
Q1 		$6.03M Buy
+154,453
New +$5.47M 1.9% 14

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisors Management Group's WFC Position: Q1 2026 in Review

Advisors Management Group increased its Wells Fargo (WFC) stake by 0.35% in Q1 2026, buying an estimated $2.49K and bringing the position to 8,434 shares worth $671K. The position accounts for 0.12% of the portfolio, ranked #97.

Advisors Management Group first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.97M in Q2 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Advisors Management Group held 8,434 shares of Wells Fargo worth $671K as of Q1 2026.
  • Advisors Management Group bought 29 Wells Fargo shares in Q1 2026, an estimated $2.49K.
  • Wells Fargo made up 0.12% of Advisors Management Group's portfolio in Q1 2026, its #97 holding.
  • Advisors Management Group first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • Advisors Management Group's Wells Fargo position peaked at $7.97M in Q2 2021.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.