Alaska Wealth Advisors’s Wells Fargo WFC Stock Holding History

Alaska 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	$467K	Hold	5,861	–	–	0.06%	54
2025 Q4	$546K	Sell	5,861 -53	-0.9%	-$4.6K	0.07%	52
2025 Q3	$496K	Sell	5,914 -205	-3%	-$16.6K	0.06%	50
2025 Q2	$490K	Buy	6,119 +79	+1%	+$5.7K	0.07%	50
2025 Q1	$434K	Sell	6,040 -244	-4%	-$18.3K	0.07%	46
2024 Q4	$441K	Sell	6,284 -713	-10%	-$48.7K	0.07%	45
2024 Q3	$395K	Buy	6,997 +1,368	+24%	+$77.4K	0.06%	52
2024 Q2	$334K	Sell	5,629 -417	-7%	-$24.6K	0.05%	52
2024 Q1	$350K	Hold	6,046	–	–	0.05%	50
2023 Q4	$298K	Sell	6,046 -3,023	-33%	-$130K	0.05%	53
2023 Q3	$371K	Sell	9,069 -2,439	-21%	-$105K	0.06%	47
2023 Q2	$491K	Hold	11,508	–	–	0.08%	42
2023 Q1	$430K	Sell	11,508 -10,538	-48%	-$459K	0.07%	41
2022 Q4	$910K	Buy	+22,046	New	+$976K	0.16%	32
2020 Q1	–	Sell	-5,874	Closed	-$316K	–	74
2019 Q4	$316K	Buy	+5,874	New	+$308K	0.05%	53
2019 Q3	–	Sell	-5,698	Closed	-$275K	–	64
2019 Q2	$275K	Hold	5,698	–	–	0.03%	59
2019 Q1	$275K	Buy	5,698 +50	+0.9%	+$2.46K	0.03%	59
2018 Q4	$260K	Buy	5,648 +45	+0.8%	+$2.31K	0.08%	49
2018 Q3	$294K	Buy	5,603 +41	+0.7%	+$2.34K	0.09%	40
2018 Q2	$308K	Buy	5,562 +39	+0.7%	+$2.09K	0.1%	37
2018 Q1	$289K	Buy	5,523 +38	+0.7%	+$2.26K	0.1%	38
2017 Q4	$332K	Buy	+5,485	New	+$310K	0.12%	34

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

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

Alaska Wealth Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 5,861 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #54.

Alaska Wealth Advisors first reported a position in WFC in Q4 2017 and has held it in 22 quarters since. The position peaked at $910K in Q4 2022. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Alaska Wealth Advisors held 5,861 shares of Wells Fargo worth $467K as of Q1 2026.
Alaska Wealth Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.06% of Alaska Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Alaska Wealth Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 22 quarters since.
Alaska Wealth Advisors's Wells Fargo position peaked at $910K in Q4 2022.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alaska Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.