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Allworth Financial’s Wells Fargo WFC Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 192
2025
Q4 		– Hold
0
– – – 157
2025
Q3 		– Hold
0
– – – 154
2025
Q2 		– Hold
0
– – – 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

Allworth Financial's WFC Position: Q1 2026 in Review

Allworth Financial reduced its Wells Fargo (WFC) stake by 0.79% in Q1 2026, selling an estimated $271K and leaving 396,193 shares worth $31.5M. The position accounts for 0.13% of the portfolio, ranked #104.

Allworth Financial first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.2M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Allworth Financial held 396,193 shares of Wells Fargo worth $31.5M as of Q1 2026.
  • Allworth Financial sold 3,154 Wells Fargo shares in Q1 2026, an estimated $271K.
  • Wells Fargo made up 0.13% of Allworth Financial's portfolio in Q1 2026, its #104 holding.
  • Allworth Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Allworth Financial's Wells Fargo position peaked at $37.2M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.