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Alteri Wealth’s Wells Fargo WFC Stock Holding History

Alteri Wealth’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 		$1.34M Buy
16,818
+449
+3% +$38.6K 0.43% 46
2025
Q4 		$1.53M Buy
16,369
+7
+0% +$608 0.49% 35
2025
Q3 		$1.37M Buy
16,362
+348
+2% +$28.2K 0.47% 42
2025
Q2 		$1.28M Buy
16,014
+3,575
+29% +$258K 0.5% 41
2025
Q1 		$893K Buy
12,439
+5,053
+68% +$379K 0.39% 63
2024
Q4 		$519K Buy
+7,386
New +$504K 0.14% 115

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

Alteri Wealth's WFC Position: Q1 2026 in Review

Alteri Wealth increased its Wells Fargo (WFC) stake by 2.7% in Q1 2026, buying an estimated $38.6K and bringing the position to 16,818 shares worth $1.34M. The position accounts for 0.43% of the portfolio, ranked #46.

Alteri Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Alteri Wealth held 16,818 shares of Wells Fargo worth $1.34M as of Q1 2026.
  • Alteri Wealth bought 449 Wells Fargo shares in Q1 2026, an estimated $38.6K.
  • Wells Fargo made up 0.43% of Alteri Wealth's portfolio in Q1 2026, its #46 holding.
  • Alteri Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's Wells Fargo position peaked at $1.53M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.