Advisory Alpha’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.41M Buy
17,764
+2,643
+17% +$227K 0.04% 153
2025
Q4
$1.41M Buy
15,121
+1,562
+12% +$136K 0.04% 154
2025
Q3
$1.09M Buy
13,559
+4,510
+50% +$366K 0.03% 169
2025
Q2
$725K Buy
9,049
+1,063
+13% +$76.6K 0.02% 213
2025
Q1
$573K Buy
7,986
+1,713
+27% +$129K 0.02% 226
2024
Q4
$441K Buy
6,273
+405
+7% +$27.7K 0.02% 251
2024
Q3
$332K Buy
5,868
+378
+7% +$21.4K 0.01% 294
2024
Q2
$326K Buy
5,490
+270
+5% +$15.9K 0.01% 277
2024
Q1
$303K Buy
5,220
+89
+2% +$4.66K 0.01% 295
2023
Q4
$253K Sell
5,131
-95
-2% -$4.1K 0.01% 292
2023
Q3
$214K Sell
5,226
-299
-5% -$12.9K 0.01% 282
2023
Q2
$236K Sell
5,525
-245
-4% -$9.86K 0.01% 287
2023
Q1
$216K Buy
5,770
+200
+4% +$8.72K 0.01% 263
2022
Q4
$230K Buy
5,570
+92
+2% +$4.07K 0.02% 239
2022
Q3
$220K Sell
5,478
-585
-10% -$25.1K 0.02% 226
2022
Q2
$238K Buy
6,063
+683
+13% +$30K 0.02% 222
2022
Q1
$261K Buy
+5,380
New +$288K 0.02% 230
2020
Q4
Sell
-359
Closed -$9K 653
2020
Q3
$9K Buy
+359
New +$8.85K ﹤0.01% 446
2020
Q2
Sell
-2,823
Closed -$74.9K 620
2020
Q1
$74.9K Buy
2,823
+539
+24% +$22.9K 0.02% 168
2019
Q4
$119K Sell
2,284
-609
-21% -$31.9K 0.03% 186
2019
Q3
$139K Buy
+2,893
New +$136K 0.04% 146
2019
Q2
Sell
-1,832
Closed -$85.6K 646
2019
Q1
$85.6K Buy
+1,832
New +$90.1K 0.03% 175

Other funds holding WFC

Advisory Alpha's WFC Position: Q1 2026 in Review

Advisory Alpha increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $227K and bringing the position to 17,764 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #153.

Advisory Alpha first reported a position in WFC in Q1 2019 and has held it in 22 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Advisory Alpha held 17,764 shares of Wells Fargo worth $1.41M as of Q1 2026.
  • Advisory Alpha bought 2,643 Wells Fargo shares in Q1 2026, an estimated $227K.
  • Wells Fargo made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #153 holding.
  • Advisory Alpha first reported a position in Wells Fargo in Q1 2019 and has held it in 22 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.