Angeles Wealth Management’s Wells Fargo WFC Stock Holding History

Angeles Wealth Management’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	$4.03M	Buy	50,683 +2,116	+4%	+$182K	0.22%	48
2025 Q4	$4.53M	Buy	48,567 +2,940	+6%	+$255K	0.25%	42
2025 Q3	$3.82M	Buy	45,627 +110	+0.2%	+$8.92K	0.23%	44
2025 Q2	$3.65M	Buy	45,517 +878	+2%	+$63.3K	0.25%	42
2025 Q1	$3.2M	Buy	44,639 +170	+0.4%	+$12.8K	0.27%	41
2024 Q4	$3.12M	Buy	44,469 +29,604	+199%	+$2.02M	0.26%	43
2024 Q3	$840K	Sell	14,865 -144	-1%	-$8.14K	0.07%	97
2024 Q2	$891K	Buy	15,009 +8,166	+119%	+$482K	0.08%	83
2024 Q1	$397K	Buy	6,843 +2,309	+51%	+$121K	0.04%	138
2023 Q4	$223K	Buy	+4,534	New	+$196K	0.03%	189
2022 Q4	–	Sell	-4,991	Closed	-$201K	–	232
2022 Q3	$201K	Buy	+4,991	New	+$214K	0.04%	164

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

Angeles Wealth Management's WFC Position: Q1 2026 in Review

Angeles Wealth Management increased its Wells Fargo (WFC) stake by 4.4% in Q1 2026, buying an estimated $182K and bringing the position to 50,683 shares worth $4.03M. The position accounts for 0.22% of the portfolio, ranked #48.

Angeles Wealth Management first reported a position in WFC in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.53M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Angeles Wealth Management held 50,683 shares of Wells Fargo worth $4.03M as of Q1 2026.
Angeles Wealth Management bought 2,116 Wells Fargo shares in Q1 2026, an estimated $182K.
Wells Fargo made up 0.22% of Angeles Wealth Management's portfolio in Q1 2026, its #48 holding.
Angeles Wealth Management first reported a position in Wells Fargo in Q3 2022 and has held it in 11 quarters since.
Angeles Wealth Management's Wells Fargo position peaked at $4.53M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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