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Ashton Thomas Private Wealth’s Wells Fargo WFC Stock Holding History

Ashton Thomas Private Wealth’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 		$14.6M Sell
183,114
-16,007
-8% -$1.37M 0.35% 67
2025
Q4 		$18.6M Buy
199,121
+32,096
+19% +$2.79M 0.45% 46
2025
Q3 		$14M Buy
167,025
+2,890
+2% +$234K 0.36% 62
2025
Q2 		$13.2M Sell
164,135
-5,941
-3% -$428K 0.46% 46
2025
Q1 		$12.2M Buy
170,076
+30,047
+21% +$2.26M 0.47% 49
2024
Q4 		$9.84M Buy
140,029
+34,494
+33% +$2.36M 0.38% 61
2024
Q3 		$5.96M Sell
105,535
-5,406
-5% -$306K 0.31% 79
2024
Q2 		$6.59M Buy
110,941
+8
+0% +$472 0.36% 70
2024
Q1 		$6.43M Buy
110,933
+3,299
+3% +$173K 0.37% 75
2023
Q4 		$5.3M Sell
107,634
-8,923
-8% -$385K 0.33% 81
2023
Q3 		$4.76M Buy
116,557
+4,674
+4% +$202K 0.35% 75
2023
Q2 		$4.78M Buy
111,883
+7,504
+7% +$302K 0.36% 72
2023
Q1 		$3.9M Sell
104,379
-3,826
-4% -$167K 0.34% 74
2022
Q4 		$4.47M Sell
108,205
-1,874
-2% -$82.9K 0.44% 59
2022
Q3 		$4.43M Sell
110,079
-5,807
-5% -$249K 0.5% 43
2022
Q2 		$4.54M Buy
115,886
+3,834
+3% +$168K 0.49% 51
2022
Q1 		$5.43M Buy
112,052
+59,676
+114% +$3.19M 0.48% 55
2021
Q4 		$2.51M Buy
52,376
+45,298
+640% +$2.23M 0.24% 110
2021
Q3 		$328K Hold
7,078
– – 0.05% 294
2021
Q2 		$321K Buy
7,078
+73
+1% +$3.26K 0.05% 286
2021
Q1 		$274K Sell
7,005
-300
-4% -$10.6K 0.05% 270
2020
Q4 		$220K Buy
+7,305
New +$189K 0.04% 282
2020
Q2 		– Sell
-17,259
Closed -$495K – 259
2020
Q1 		$495K Sell
17,259
-158
-0.9% -$6.72K 0.2% 126
2019
Q4 		$937K Buy
+17,417
New +$912K 0.31% 93

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

Ashton Thomas Private Wealth's WFC Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Wells Fargo (WFC) stake by 8% in Q1 2026, selling an estimated $1.37M and leaving 183,114 shares worth $14.6M. The position accounts for 0.35% of the portfolio, ranked #67.

Ashton Thomas Private Wealth first reported a position in WFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $18.6M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ashton Thomas Private Wealth held 183,114 shares of Wells Fargo worth $14.6M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 16,007 Wells Fargo shares in Q1 2026, an estimated $1.37M.
  • Wells Fargo made up 0.35% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #67 holding.
  • Ashton Thomas Private Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 24 quarters since.
  • Ashton Thomas Private Wealth's Wells Fargo position peaked at $18.6M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.