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All Terrain Financial Advisors’s Wells Fargo WFC Stock Holding History

All Terrain Financial 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 		$751K Sell
9,429
-1,213
-11% -$104K 0.18% 71
2025
Q4 		$992K Sell
10,642
-229
-2% -$19.9K 0.23% 63
2025
Q3 		$911K Sell
10,871
-595
-5% -$48.3K 0.23% 62
2025
Q2 		$919K Buy
11,466
+1,463
+15% +$105K 0.26% 51
2025
Q1 		$718K Hold
10,003
– – 0.23% 49
2024
Q4 		$703K Sell
10,003
-400
-4% -$27.3K 0.23% 46
2024
Q3 		$588K Sell
10,403
-900
-8% -$50.9K 0.22% 50
2024
Q2 		$671K Buy
11,303
+835
+8% +$49.3K 0.27% 48
2024
Q1 		$607K Sell
10,468
-1,172
-10% -$61.3K 0.24% 49
2023
Q4 		$573K Hold
11,640
– – 0.22% 49
2023
Q3 		$476K Buy
11,640
+1,273
+12% +$55K 0.2% 52
2023
Q2 		$442K Hold
10,367
– – 0.17% 52
2023
Q1 		$388K Sell
10,367
-225
-2% -$9.81K 0.16% 55
2022
Q4 		$437K Sell
10,592
-606
-5% -$26.8K 0.19% 53
2022
Q3 		$450K Buy
11,198
+1,455
+15% +$62.5K 0.19% 47
2022
Q2 		$382K Sell
9,743
-147
-1% -$6.45K 0.16% 52
2022
Q1 		$479K Hold
9,890
– – 0.19% 54
2021
Q4 		$475K Buy
9,890
+2,172
+28% +$107K 0.19% 47
2021
Q3 		$358K Buy
7,718
+2,168
+39% +$100K 0.16% 57
2021
Q2 		$251K Hold
5,550
– – 0.11% 73
2021
Q1 		$217K Buy
+5,550
New +$196K 0.1% 74
2020
Q2 		– Sell
-7,781
Closed -$223K – 174
2020
Q1 		$223K Buy
7,781
+1,494
+24% +$63.5K 0.09% 116
2019
Q4 		$338K Hold
6,287
– – 0.11% 103
2019
Q3 		$317K Hold
6,287
– – 0.11% 109
2019
Q2 		$297K Hold
6,287
– – 0.1% 114
2019
Q1 		$304K Buy
6,287
+375
+6% +$18.4K 0.11% 115
2018
Q4 		$272K Sell
5,912
-2,427
-29% -$124K 0.11% 115
2018
Q3 		$438K Buy
8,339
+403
+5% +$23K 0.18% 85
2018
Q2 		$440K Buy
7,936
+1,504
+23% +$80.6K 0.2% 85
2018
Q1 		$337K Sell
6,432
-1,487
-19% -$88.3K 0.15% 107
2017
Q4 		$480K Buy
+7,919
New +$447K 0.22% 82

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

All Terrain Financial Advisors's WFC Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $104K and leaving 9,429 shares worth $751K. The position accounts for 0.18% of the portfolio, ranked #71.

All Terrain Financial Advisors first reported a position in WFC in Q4 2017 and has held it in 31 quarters since. The position peaked at $992K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • All Terrain Financial Advisors held 9,429 shares of Wells Fargo worth $751K as of Q1 2026.
  • All Terrain Financial Advisors sold 1,213 Wells Fargo shares in Q1 2026, an estimated $104K.
  • Wells Fargo made up 0.18% of All Terrain Financial Advisors's portfolio in Q1 2026, its #71 holding.
  • All Terrain Financial Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 31 quarters since.
  • All Terrain Financial Advisors's Wells Fargo position peaked at $992K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.