Apriem Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240K | Hold |
3,015
| – | – | 0.02% | 168 |
|
|
2025
Q4 | $281K | Sell |
3,015
-122
| -4% | -$10.6K | 0.03% | 155 |
|
|
2025
Q3 | $263K | Buy |
3,137
+97
| +3% | +$7.87K | 0.02% | 158 |
|
|
2025
Q2 | $244K | Sell |
3,040
-37
| -1% | -$2.67K | 0.03% | 164 |
|
|
2025
Q1 | $221K | Buy |
3,077
+181
| +6% | +$13.6K | 0.03% | 169 |
|
|
2024
Q4 | $203K | Buy |
+2,896
| New | +$198K | 0.02% | 180 |
|
|
2024
Q1 | – | Sell |
-4,280
| Closed | -$211K | – | 176 |
|
|
2023
Q4 | $211K | Buy |
+4,280
| New | +$185K | 0.03% | 144 |
|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$218K | – | 157 |
|
|
2022
Q1 | $218K | Buy |
+4,500
| New | +$241K | 0.03% | 133 |
|
|
2020
Q1 | – | Sell |
-4,850
| Closed | -$261K | – | 140 |
|
|
2019
Q4 | $261K | Hold |
4,850
| – | – | 0.05% | 112 |
|
|
2019
Q3 | $245K | Sell |
4,850
-732
| -13% | -$34.5K | 0.05% | 111 |
|
|
2019
Q2 | $264K | Buy |
5,582
+132
| +2% | +$6.17K | 0.08% | 111 |
|
|
2019
Q1 | $263K | Sell |
5,450
-100
| -2% | -$4.92K | 0.07% | 107 |
|
|
2018
Q4 | $256K | Hold |
5,550
| – | – | 0.09% | 103 |
|
|
2018
Q3 | $292K | Sell |
5,550
-300
| -5% | -$17.1K | 0.06% | 109 |
|
|
2018
Q2 | $324K | Sell |
5,850
-2,008
| -26% | -$108K | 0.07% | 96 |
|
|
2018
Q1 | $412K | Sell |
7,858
-1,417
| -15% | -$84.2K | 0.1% | 80 |
|
|
2017
Q4 | $563K | Sell |
9,275
-64,725
| -87% | -$3.66M | 0.14% | 63 |
|
|
2017
Q3 | $4.08M | Sell |
74,000
-9,844
| -12% | -$523K | 1.01% | 28 |
|
|
2017
Q2 | $4.65M | Buy |
83,844
+2,525
| +3% | +$135K | 1.23% | 24 |
|
|
2017
Q1 | $4.53M | Sell |
81,319
-840
| -1% | -$47.7K | 1.23% | 26 |
|
|
2016
Q4 | $4.53M | Sell |
82,159
-1,925
| -2% | -$96.8K | 1.34% | 20 |
|
|
2016
Q3 | $3.72M | Sell |
84,084
-6,074
| -7% | -$291K | 1.11% | 28 |
|
|
2016
Q2 | $4.27M | Buy |
90,158
+1,056
| +1% | +$51.5K | 1.39% | 24 |
|
|
2016
Q1 | $4.31M | Sell |
89,102
-160
| -0.2% | -$7.83K | 1.7% | 19 |
|
|
2015
Q4 | $4.85M | Buy |
89,262
+777
| +0.9% | +$42.2K | 1.73% | 15 |
|
|
2015
Q3 | $4.54M | Buy |
88,485
+2,567
| +3% | +$141K | 1.68% | 17 |
|
|
2015
Q2 | $4.83M | Sell |
85,918
-1,489
| -2% | -$83K | 1.66% | 20 |
|
|
2015
Q1 | $4.75M | Sell |
87,407
-3,221
| -4% | -$174K | 1.65% | 20 |
|
|
2014
Q4 | $4.97M | Buy |
90,628
+654
| +0.7% | +$34.6K | 1.83% | 20 |
|
|
2014
Q3 | $4.67M | Buy |
89,974
+89,424
| +16,259% | +$4.6M | 1.78% | 15 |
|
|
2014
Q2 | $29K | Sell |
550
-77,764
| -99% | -$3.91M | 0.01% | 245 |
|
|
2014
Q1 | $3.9M | Sell |
78,314
-807
| -1% | -$37.6K | 1.47% | 21 |
|
|
2013
Q4 | $3.59M | Buy |
79,121
+5,729
| +8% | +$247K | 1.41% | 28 |
|
|
2013
Q3 | $3.03M | Sell |
73,392
-870
| -1% | -$37.1K | 1.32% | 31 |
|
|
2013
Q2 | $3.06M | Buy |
+74,262
| New | +$2.89M | 1.5% | 23 |
|
Other funds holding WFC
VCM
VPM
Apriem Advisors's WFC Position: Q1 2026 in Review
Apriem Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 3,015 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #168.
Apriem Advisors first reported a position in WFC in Q2 2013 and has held it in 35 quarters since. The position peaked at $4.97M in Q4 2014. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Apriem Advisors held 3,015 shares of Wells Fargo worth $240K as of Q1 2026.
- Apriem Advisors left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #168 holding.
- Apriem Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 35 quarters since.
- Apriem Advisors's Wells Fargo position peaked at $4.97M in Q4 2014.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.