Alternative Investment Advisors’s Wells Fargo WFC Stock Holding History

Alternative Investment 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	$412K	Buy	5,169 +446	+9%	+$38.3K	0.18%	41
2025 Q4	$440K	Buy	4,723 +50	+1%	+$4.34K	0.19%	35
2025 Q3	$392K	Buy	4,673 +2	+0%	+$162	0.18%	36
2025 Q2	$374K	Buy	4,671 +15	+0.3%	+$1.08K	0.19%	36
2025 Q1	$334K	Buy	4,656 +2	+0%	+$150	0.18%	39
2024 Q4	$327K	Buy	4,654 +3	+0.1%	+$205	0.17%	39
2024 Q3	$263K	Buy	4,651 +5	+0.1%	+$283	0.14%	40
2024 Q2	$276K	Sell	4,646 -399	-8%	-$23.6K	0.16%	34
2024 Q1	$291K	Buy	5,045 +3	+0.1%	+$157	0.18%	35
2023 Q4	$248K	Sell	5,042 -120	-2%	-$5.18K	0.16%	40
2023 Q3	$211K	Buy	+5,162	New	+$223K	0.15%	49

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

Alternative Investment Advisors's WFC Position: Q1 2026 in Review

Alternative Investment Advisors increased its Wells Fargo (WFC) stake by 9.4% in Q1 2026, buying an estimated $38.3K and bringing the position to 5,169 shares worth $412K. The position accounts for 0.18% of the portfolio, ranked #41.

Alternative Investment Advisors first reported a position in WFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $440K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Alternative Investment Advisors held 5,169 shares of Wells Fargo worth $412K as of Q1 2026.
Alternative Investment Advisors bought 446 Wells Fargo shares in Q1 2026, an estimated $38.3K.
Wells Fargo made up 0.18% of Alternative Investment Advisors's portfolio in Q1 2026, its #41 holding.
Alternative Investment Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 11 quarters since.
Alternative Investment Advisors's Wells Fargo position peaked at $440K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.