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Ameritas Advisory Services’s Wells Fargo WFC Stock Holding History

Ameritas Advisory Services’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 		$757K Sell
9,512
-2,007
-17% -$172K 0.03% 457
2025
Q4 		$1.07M Buy
11,519
+4,695
+69% +$408K 0.04% 355
2025
Q3 		$572K Sell
6,824
-1,629
-19% -$132K 0.04% 358
2025
Q2 		$677K Sell
8,453
-10,460
-55% -$754K 0.04% 432
2025
Q1 		$1.35M Buy
18,913
+442
+2% +$33.2K 0.05% 318
2024
Q4 		$1.3M Sell
18,471
-496
-3% -$33.9K 0.04% 349
2024
Q3 		$1.07M Buy
18,967
+3,327
+21% +$188K 0.05% 365
2024
Q2 		$929K Buy
15,640
+862
+6% +$50.9K 0.04% 429
2024
Q1 		$871K Buy
14,778
+3,614
+32% +$189K 0.04% 408
2023
Q4 		$548K Sell
11,164
-10,857
-49% -$469K 0.03% 409
2023
Q3 		$906K Buy
22,021
+12,257
+126% +$529K 0.05% 358
2023
Q2 		$418K Sell
9,764
-8,584
-47% -$346K 0.05% 331
2023
Q1 		$719K Sell
18,348
-1,002
-5% -$43.7K 0.04% 390
2022
Q4 		$799K Sell
19,350
-986
-5% -$43.6K 0.04% 406
2022
Q3 		$818K Buy
20,336
+351
+2% +$15.1K 0.05% 324
2022
Q2 		$783K Sell
19,985
-1,435
-7% -$63K 0.05% 339
2022
Q1 		$1.04M Buy
21,420
+2,486
+13% +$133K 0.04% 328
2021
Q4 		$908K Buy
+18,934
New +$932K 0.03% 355

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

Ameritas Advisory Services's WFC Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Wells Fargo (WFC) stake by 17% in Q1 2026, selling an estimated $172K and leaving 9,512 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #457.

Ameritas Advisory Services first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q1 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ameritas Advisory Services held 9,512 shares of Wells Fargo worth $757K as of Q1 2026.
  • Ameritas Advisory Services sold 2,007 Wells Fargo shares in Q1 2026, an estimated $172K.
  • Wells Fargo made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #457 holding.
  • Ameritas Advisory Services first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Wells Fargo position peaked at $1.35M in Q1 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.