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ALPS Advisors’s Wells Fargo WFC Stock Holding History

ALPS 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 		$332K Sell
4,169
-525
-11% -$45.1K ﹤0.01% 969
2025
Q4 		$437K Buy
4,694
+253
+6% +$22K ﹤0.01% 833
2025
Q3 		$372K Sell
4,441
-1,360
-23% -$110K ﹤0.01% 928
2025
Q2 		$465K Sell
5,801
-1,020
-15% -$73.5K ﹤0.01% 651
2025
Q1 		$490K Sell
6,821
-5,617
-45% -$422K ﹤0.01% 594
2024
Q4 		$874K Sell
12,438
-142
-1% -$9.7K 0.01% 515
2024
Q3 		$711K Sell
12,580
-4,200
-25% -$238K ﹤0.01% 566
2024
Q2 		$997K Sell
16,780
-2,074
-11% -$122K 0.01% 464
2024
Q1 		$1.09M Sell
18,854
-7,828
-29% -$410K 0.01% 453
2023
Q4 		$1.31M Buy
26,682
+2,939
+12% +$127K 0.01% 407
2023
Q3 		$970K Buy
23,743
+10,312
+77% +$445K 0.01% 458
2023
Q2 		$573K Buy
13,431
+3,546
+36% +$143K 0.01% 587
2023
Q1 		$370K Buy
+9,885
New +$431K ﹤0.01% 658
2022
Q1 		– Sell
-13,059
Closed -$627K – 985
2021
Q4 		$627K Sell
13,059
-1,419,491
-99% -$69.9M 0.01% 459
2021
Q3 		$66.5M Buy
1,432,550
+7,550
+0.5% +$349K 0.64% 25
2021
Q2 		$64.5M Hold
1,425,000
– – 0.57% 26
2021
Q1 		$55.7M Hold
1,425,000
– – 0.54% 33
2020
Q4 		$43M Hold
1,425,000
– – 0.48% 35
2020
Q3 		$33.5M Hold
1,425,000
– – 0.49% 35
2020
Q2 		$36.5M Sell
1,425,000
-27,665
-2% -$757K 0.49% 35
2020
Q1 		$41.7M Sell
1,452,665
-3,729
-0.3% -$159K 0.65% 28
2019
Q4 		$78.4M Sell
1,456,394
-1,639
-0.1% -$85.8K 0.61% 27
2019
Q3 		$73.5M Buy
1,458,033
+17,889
+1% +$843K 0.57% 26
2019
Q2 		$68.1M Buy
1,440,144
+206,544
+17% +$9.66M 0.5% 31
2019
Q1 		$59.6M Sell
1,233,600
-13,948
-1% -$686K 0.42% 34
2018
Q4 		$57.5M Sell
1,247,548
-863,792
-41% -$44.2M 0.45% 34
2018
Q3 		$111M Buy
2,111,340
+3,974
+0.2% +$227K 0.73% 29
2018
Q2 		$117M Buy
2,107,366
+1,242,117
+144% +$66.5M 0.76% 26
2018
Q1 		$45.3M Buy
865,249
+39,417
+5% +$2.34M 0.36% 72
2017
Q4 		$50.1M Buy
825,832
+803,515
+3,600% +$45.4M 0.35% 50
2017
Q3 		$1.23M Buy
22,317
+4,228
+23% +$225K 0.01% 224
2017
Q2 		$1M Sell
18,089
-699
-4% -$37.5K 0.01% 228
2017
Q1 		$1.05M Buy
+18,788
New +$1.07M 0.01% 213
2015
Q1 		– Sell
-10,597
Closed -$581K – 764
2014
Q4 		$581K Sell
10,597
-332,077
-97% -$17.6M ﹤0.01% 307
2014
Q3 		$17.8M Buy
342,674
+61,499
+22% +$3.16M 0.14% 47
2014
Q2 		$14.8M Buy
281,175
+47,002
+20% +$2.36M 0.13% 64
2014
Q1 		$11.6M Sell
234,173
-4,297
-2% -$200K 0.11% 72
2013
Q4 		$10.8M Buy
238,470
+232,592
+3,957% +$10M 0.11% 54
2013
Q3 		$243K Buy
+5,878
New +$251K ﹤0.01% 529

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

ALPS Advisors's WFC Position: Q1 2026 in Review

ALPS Advisors reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $45.1K and leaving 4,169 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

ALPS Advisors first reported a position in WFC in Q3 2013 and has held it in 39 quarters since. The position peaked at $117M in Q2 2018. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • ALPS Advisors held 4,169 shares of Wells Fargo worth $332K as of Q1 2026.
  • ALPS Advisors sold 525 Wells Fargo shares in Q1 2026, an estimated $45.1K.
  • Wells Fargo made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #969 holding.
  • ALPS Advisors first reported a position in Wells Fargo in Q3 2013 and has held it in 39 quarters since.
  • ALPS Advisors's Wells Fargo position peaked at $117M in Q2 2018.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.