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AssuredPartners Investment Advisors’s Wells Fargo WFC Stock Holding History

AssuredPartners Investment 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 		$390K Sell
4,767
-987
-17% -$84.8K 0.04% 295
2025
Q4 		$536K Sell
5,754
-71
-1% -$6.16K 0.08% 199
2025
Q3 		$488K Buy
5,825
+958
+20% +$77.7K 0.11% 134
2025
Q2 		$390K Sell
4,867
-837
-15% -$60.3K 0.1% 160
2025
Q1 		$409K Buy
5,704
+692
+14% +$52K 0.08% 227
2024
Q4 		$352K Buy
+5,012
New +$342K 0.07% 255

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

AssuredPartners Investment Advisors's WFC Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Wells Fargo (WFC) stake by 17% in Q1 2026, selling an estimated $84.8K and leaving 4,767 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #295.

AssuredPartners Investment Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $536K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • AssuredPartners Investment Advisors held 4,767 shares of Wells Fargo worth $390K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 987 Wells Fargo shares in Q1 2026, an estimated $84.8K.
  • Wells Fargo made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #295 holding.
  • AssuredPartners Investment Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Wells Fargo position peaked at $536K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.