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AGH Wealth Advisors’s Wells Fargo WFC Stock Holding History

AGH Wealth 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 		– Sell
-2,666
Closed -$248K – 130
2025
Q4 		$248K Sell
2,666
-407
-13% -$35.3K 0.19% 98
2025
Q3 		$258K Buy
3,073
+306
+11% +$24.8K 0.19% 99
2025
Q2 		$222K Buy
+2,767
New +$200K 0.18% 116

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

AGH Wealth Advisors's WFC Position: Q1 2026 in Review

AGH Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,666 shares — an estimated $248K sold.

AGH Wealth Advisors first reported a position in WFC in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • AGH Wealth Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 2,666 Wells Fargo shares in Q1 2026, an estimated $248K.
  • AGH Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and held it in 3 quarters.
  • AGH Wealth Advisors's Wells Fargo position peaked at $258K in Q3 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.