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Atlanta Consulting Group Advisors’s Wells Fargo WFC Stock Holding History

Atlanta Consulting Group 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 		$412K Sell
5,175
-1,273
-20% -$109K 0.09% 98
2025
Q4 		$601K Buy
+6,448
New +$560K 0.14% 80
2024
Q4 		– Sell
-4,867
Closed -$275K – 229
2024
Q3 		$275K Buy
+4,867
New +$275K 0.07% 183

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

Atlanta Consulting Group Advisors's WFC Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its Wells Fargo (WFC) stake by 20% in Q1 2026, selling an estimated $109K and leaving 5,175 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #98.

Atlanta Consulting Group Advisors first reported a position in WFC in Q3 2024 and has held it in 3 quarters since. The position peaked at $601K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Atlanta Consulting Group Advisors held 5,175 shares of Wells Fargo worth $412K as of Q1 2026.
  • Atlanta Consulting Group Advisors sold 1,273 Wells Fargo shares in Q1 2026, an estimated $109K.
  • Wells Fargo made up 0.09% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #98 holding.
  • Atlanta Consulting Group Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 3 quarters since.
  • Atlanta Consulting Group Advisors's Wells Fargo position peaked at $601K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.