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Arkadios Wealth Advisors’s Wells Fargo WFC Stock Holding History

Arkadios Wealth Advisors’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 		$4.37M Buy
54,947
+3,336
+6% +$287K 0.07% 288
2025
Q4 		$4.81M Buy
51,611
+7,989
+18% +$694K 0.09% 231
2025
Q3 		$3.66M Buy
43,622
+17,223
+65% +$1.4M 0.09% 244
2025
Q2 		$2.12M Buy
26,399
+1,676
+7% +$121K 0.06% 333
2025
Q1 		$1.77M Buy
24,723
+2,612
+12% +$196K 0.07% 317
2024
Q4 		$1.55M Buy
22,111
+2,310
+12% +$158K 0.08% 232
2024
Q3 		$1.12M Buy
19,801
+3,228
+19% +$183K 0.06% 291
2024
Q2 		$984K Buy
16,573
+1,788
+12% +$106K 0.07% 285
2024
Q1 		$857K Buy
14,785
+449
+3% +$23.5K 0.07% 268
2023
Q4 		$706K Sell
14,336
-1,010
-7% -$43.6K 0.06% 290
2023
Q3 		$627K Sell
15,346
-1,880
-11% -$81.2K 0.06% 286
2023
Q2 		$735K Buy
17,226
+223
+1% +$8.98K 0.09% 230
2023
Q1 		$636K Buy
17,003
+460
+3% +$20.1K 0.08% 257
2022
Q4 		$683K Buy
16,543
+729
+5% +$32.3K 0.09% 233
2022
Q3 		$636K Buy
15,814
+13
+0.1% +$559 0.1% 229
2022
Q2 		$619K Sell
15,801
-42
-0.3% -$1.84K 0.09% 245
2022
Q1 		$768K Sell
15,843
-6,413
-29% -$343K 0.1% 231
2021
Q4 		$1.07M Sell
22,256
-1,227
-5% -$60.4K 0.14% 170
2021
Q3 		$1.09M Sell
23,483
-12,445
-35% -$576K 0.16% 152
2021
Q2 		$1.63M Buy
35,928
+17,505
+95% +$782K 0.2% 129
2021
Q1 		$719K Buy
18,423
+14,667
+390% +$519K 0.12% 197
2020
Q4 		$113K Buy
3,756
+3,178
+550% +$82.3K 0.02% 417
2020
Q3 		$13.2K Buy
578
+41
+8% +$1.01K 0.01% 685
2020
Q2 		$13K Sell
537
-719
-57% -$19.7K 0.01% 627
2020
Q1 		$36K Sell
1,256
-791
-39% -$33.6K 0.02% 386
2019
Q4 		$98.5K Buy
+2,047
New +$107K 0.06% 229

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's WFC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Wells Fargo (WFC) stake by 6.5% in Q1 2026, buying an estimated $287K and bringing the position to 54,947 shares worth $4.37M. The position accounts for 0.07% of the portfolio, ranked #288.

Arkadios Wealth Advisors first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.81M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Arkadios Wealth Advisors held 54,947 shares of Wells Fargo worth $4.37M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,336 Wells Fargo shares in Q1 2026, an estimated $287K.
  • Wells Fargo made up 0.07% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #288 holding.
  • Arkadios Wealth Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Wells Fargo position peaked at $4.81M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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