Arcadia Investment Management’s Wells Fargo WFC Stock Holding History

Arcadia Investment 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	$81.5K	Sell	1,024 -200	-16%	-$17.2K	0.01%	152
2025 Q4	$114K	Buy	1,224 +3	+0.2%	+$260	0.02%	145
2025 Q3	$102K	Hold	1,221	–	–	0.02%	154
2025 Q2	$97.8K	Hold	1,221	–	–	0.02%	156
2025 Q1	$87.7K	Hold	1,221	–	–	0.02%	167
2024 Q4	$85.8K	Buy	1,221 +221	+22%	+$15.1K	0.01%	177
2024 Q3	$56.5K	Hold	1,000	–	–	0.01%	177
2024 Q2	$59.4K	Hold	1,000	–	–	0.01%	188
2024 Q1	$58K	Hold	1,000	–	–	0.01%	193
2023 Q4	$49.2K	Sell	1,000 -225	-18%	-$9.71K	0.01%	211
2023 Q3	$50.1K	Hold	1,225	–	–	0.01%	213
2023 Q2	$52.3K	Sell	1,225 -66	-5%	-$2.66K	0.01%	217
2023 Q1	$48.3K	Buy	1,291 +66	+5%	+$2.88K	0.01%	233
2022 Q4	$50.6K	Hold	1,225	–	–	0.01%	222
2022 Q3	$49K	Sell	1,225 -200	-14%	-$8.59K	0.01%	191
2022 Q2	$56K	Hold	1,425	–	–	0.01%	191
2022 Q1	$69K	Sell	1,425 -2,968	-68%	-$159K	0.01%	187
2021 Q4	$211K	Hold	4,393	–	–	0.04%	142
2021 Q3	$204K	Hold	4,393	–	–	0.04%	135
2021 Q2	$199K	Hold	4,393	–	–	0.04%	136
2021 Q1	$172K	Buy	4,393 +425	+11%	+$15K	0.03%	138
2020 Q4	$120K	Sell	3,968 -2,784	-41%	-$72.1K	0.02%	140
2020 Q3	$159K	Sell	6,752 -100	-1%	-$2.46K	0.03%	123
2020 Q2	$175K	Hold	6,852	–	–	0.04%	114
2020 Q1	$197K	Sell	6,852 -500	-7%	-$21.3K	0.06%	115
2019 Q4	$396K	Sell	7,352 -400	-5%	-$20.9K	0.1%	98
2019 Q3	$391K	Sell	7,752 -475	-6%	-$22.4K	0.11%	95
2019 Q2	$389K	Hold	8,227	–	–	0.11%	95
2019 Q1	$398K	Hold	8,227	–	–	0.12%	91
2018 Q4	$379K	Sell	8,227 -2,575	-24%	-$132K	0.13%	90
2018 Q3	$568K	Hold	10,802	–	–	0.15%	89
2018 Q2	$599K	Buy	10,802 +600	+6%	+$32.1K	0.17%	84
2018 Q1	$535K	Buy	10,202 +1,130	+12%	+$67.1K	0.15%	89
2017 Q4	$550K	Sell	9,072 -215	-2%	-$12.1K	0.15%	88
2017 Q3	$512K	Hold	9,287	–	–	0.16%	91
2017 Q2	$515K	Buy	9,287 +413	+5%	+$22.1K	0.16%	93
2017 Q1	$494K	Buy	8,874 +800	+10%	+$45.4K	0.16%	94
2016 Q4	$445K	Sell	8,074 -180	-2%	-$9.05K	0.15%	94
2016 Q3	$365K	Buy	8,254 +215	+3%	+$10.3K	0.12%	97
2016 Q2	$380K	Buy	8,039 +267	+3%	+$13K	0.12%	92
2016 Q1	$376K	Buy	7,772 +303	+4%	+$14.8K	0.12%	92
2015 Q4	$406K	Buy	7,469 +2,017	+37%	+$110K	0.12%	94
2015 Q3	$279K	Hold	5,452	–	–	0.09%	91
2015 Q2	$306K	Sell	5,452 -500	-8%	-$27.9K	0.08%	94
2015 Q1	$324K	Sell	5,952 -345	-5%	-$18.6K	0.09%	91
2014 Q4	$345K	Hold	6,297	–	–	0.1%	90
2014 Q3	$327K	Hold	6,297	–	–	0.1%	87
2014 Q2	$331K	Buy	6,297 +307	+5%	+$15.4K	0.1%	82
2014 Q1	$298K	Hold	5,990	–	–	0.09%	93
2013 Q4	$272K	Hold	5,990	–	–	0.06%	101
2013 Q3	$248K	Hold	5,990	–	–	0.06%	98
2013 Q2	$247K	Buy	+5,990	New	+$233K	0.07%	97

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

Arcadia Investment Management's WFC Position: Q1 2026 in Review

Arcadia Investment Management reduced its Wells Fargo (WFC) stake by 16% in Q1 2026, selling an estimated $17.2K and leaving 1,024 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #152.

Arcadia Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $599K in Q2 2018. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Arcadia Investment Management held 1,024 shares of Wells Fargo worth $81.5K as of Q1 2026.
Arcadia Investment Management sold 200 Wells Fargo shares in Q1 2026, an estimated $17.2K.
Wells Fargo made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #152 holding.
Arcadia Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Arcadia Investment Management's Wells Fargo position peaked at $599K in Q2 2018.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.