Ariadne Wealth Management’s Wells Fargo WFC Stock Holding History

Ariadne 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	$252K	Sell	3,161 -884	-22%	-$75.9K	0.11%	197
2025 Q4	$351K	Buy	4,045 +175	+5%	+$15.2K	0.15%	151
2025 Q3	$329K	Sell	3,870 -925	-19%	-$75K	0.15%	152
2025 Q2	$376K	Buy	4,795 +1,351	+39%	+$97.4K	0.18%	122
2025 Q1	$251K	Sell	3,444 -1,361	-28%	-$102K	0.13%	167
2024 Q4	$382K	Hold	4,805	–	–	0.17%	116
2024 Q3	$335K	Buy	+4,805	New	+$272K	0.18%	115

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

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

Ariadne Wealth Management reduced its Wells Fargo (WFC) stake by 22% in Q1 2026, selling an estimated $75.9K and leaving 3,161 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #197.

Ariadne Wealth Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Ariadne Wealth Management held 3,161 shares of Wells Fargo worth $252K as of Q1 2026.
Ariadne Wealth Management sold 884 Wells Fargo shares in Q1 2026, an estimated $75.9K.
Wells Fargo made up 0.11% of Ariadne Wealth Management's portfolio in Q1 2026, its #197 holding.
Ariadne Wealth Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's Wells Fargo position peaked at $382K in Q4 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.