Arax Advisory Partners’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 | $2.1M | Sell |
26,392
-14,964
| -36% | -$1.29M | 0.06% | 265 |
|
|
2025
Q4 | $3.85M | Sell |
41,356
-46,294
| -53% | -$4.02M | 0.11% | 147 |
|
|
2025
Q3 | $7.35M | Buy |
87,650
+81,351
| +1,291% | +$6.6M | 0.11% | 156 |
|
|
2025
Q2 | $641K | Buy |
6,299
+1,841
| +41% | +$133K | 0.03% | 330 |
|
|
2025
Q1 | $320K | Sell |
4,458
-951
| -18% | -$71.4K | 0.02% | 409 |
|
|
2024
Q4 | $380K | Buy |
5,409
+1,569
| +41% | +$107K | 0.02% | 352 |
|
|
2024
Q3 | $217K | Buy |
3,840
+341
| +10% | +$19.3K | 0.02% | 333 |
|
|
2024
Q2 | $208K | Buy |
3,499
+916
| +35% | +$54.1K | 0.02% | 323 |
|
|
2024
Q1 | $150K | Buy |
2,583
+4
| +0.2% | +$209 | 0.02% | 331 |
|
|
2023
Q4 | $127K | Sell |
2,579
-491
| -16% | -$21.2K | 0.01% | 340 |
|
|
2023
Q3 | $125K | Buy |
3,070
+9
| +0.3% | +$389 | 0.02% | 315 |
|
|
2023
Q2 | $131K | Buy |
3,061
+8
| +0.3% | +$322 | 0.02% | 303 |
|
|
2023
Q1 | $114K | Buy |
3,053
+7
| +0.2% | +$305 | 0.02% | 325 |
|
|
2022
Q4 | $126K | Sell |
3,046
-2,256
| -43% | -$99.9K | 0.02% | 299 |
|
|
2022
Q3 | $213K | Sell |
5,302
-345
| -6% | -$14.8K | 0.03% | 202 |
|
|
2022
Q2 | $221K | Buy |
5,647
+6
| +0.1% | +$263 | 0.03% | 208 |
|
|
2022
Q1 | $273K | Buy |
5,641
+2,420
| +75% | +$130K | 0.04% | 201 |
|
|
2021
Q4 | $155K | Buy |
3,221
+76
| +2% | +$3.74K | 0.02% | 271 |
|
|
2021
Q3 | $146K | Sell |
3,145
-5,764
| -65% | -$267K | 0.02% | 268 |
|
|
2021
Q2 | $403K | Buy |
+8,909
| New | +$398K | 0.05% | 123 |
|
|
2020
Q4 | $276K | Sell |
9,135
-91
| -1% | -$2.36K | 0.04% | 156 |
|
|
2020
Q3 | $217K | Buy |
9,226
+84
| +0.9% | +$2.07K | 0.04% | 178 |
|
|
2020
Q2 | $234K | Buy |
9,142
+59
| +0.6% | +$1.61K | 0.04% | 156 |
|
|
2020
Q1 | $261K | Sell |
9,083
-5,072
| -36% | -$216K | 0.06% | 110 |
|
|
2019
Q4 | $762K | Sell |
14,155
-1,774
| -11% | -$92.9K | 0.22% | 53 |
|
|
2019
Q3 | $803K | Buy |
15,929
+784
| +5% | +$36.9K | 0.24% | 47 |
|
|
2019
Q2 | $717K | Buy |
+15,145
| New | +$708K | 0.24% | 51 |
|
|
2018
Q4 | $688K | Buy |
14,931
+348
| +2% | +$17.8K | 0.27% | 45 |
|
|
2018
Q3 | $766K | Sell |
14,583
-40,769
| -74% | -$2.33M | 0.31% | 39 |
|
|
2018
Q2 | $3.07M | Buy |
55,352
+527
| +1% | +$28.2K | 1.35% | 14 |
|
|
2018
Q1 | $2.87M | Sell |
54,825
-823
| -1% | -$48.9K | 1.49% | 13 |
|
|
2017
Q4 | $3.38M | Buy |
55,648
+167
| +0.3% | +$9.43K | 1.46% | 13 |
|
|
2017
Q3 | $3.06M | Buy |
55,481
+11,455
| +26% | +$609K | 1.47% | 15 |
|
|
2017
Q2 | $2.44M | Buy |
44,026
+395
| +0.9% | +$21.2K | 1.17% | 15 |
|
|
2017
Q1 | $2.43M | Buy |
43,631
+215
| +0.5% | +$12.2K | 1.17% | 14 |
|
|
2016
Q4 | $2.39M | Buy |
+43,416
| New | +$2.18M | 1.2% | 16 |
|
Other funds holding WFC
VCM
VPM
Arax Advisory Partners's WFC Position: Q1 2026 in Review
Arax Advisory Partners reduced its Wells Fargo (WFC) stake by 36% in Q1 2026, selling an estimated $1.29M and leaving 26,392 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #265.
Arax Advisory Partners first reported a position in WFC in Q4 2016 and has held it in 36 quarters since. The position peaked at $7.35M in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Arax Advisory Partners held 26,392 shares of Wells Fargo worth $2.1M as of Q1 2026.
- Arax Advisory Partners sold 14,964 Wells Fargo shares in Q1 2026, an estimated $1.29M.
- Wells Fargo made up 0.06% of Arax Advisory Partners's portfolio in Q1 2026, its #265 holding.
- Arax Advisory Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's Wells Fargo position peaked at $7.35M in Q3 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.