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AdvisorShares Investments’s Wells Fargo WFC Stock Holding History

AdvisorShares Investments’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 		$412K Hold
5,181
– – 0.08% 191
2025
Q4 		$483K Sell
5,181
-619
-11% -$53.7K 0.08% 135
2025
Q3 		$486K Buy
+5,800
New +$470K 0.08% 154

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

AdvisorShares Investments's WFC Position: Q1 2026 in Review

AdvisorShares Investments held its Wells Fargo (WFC) position steady in Q1 2026 at 5,181 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #191.

AdvisorShares Investments first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $486K in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • AdvisorShares Investments held 5,181 shares of Wells Fargo worth $412K as of Q1 2026.
  • AdvisorShares Investments left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.08% of AdvisorShares Investments's portfolio in Q1 2026, its #191 holding.
  • AdvisorShares Investments first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • AdvisorShares Investments's Wells Fargo position peaked at $486K in Q3 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.