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Auxano Advisors’s Wells Fargo WFC Stock Holding History

Auxano 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 		$563K Sell
7,071
-670
-9% -$57.5K 0.11% 120
2025
Q4 		$721K Sell
7,741
-306
-4% -$26.6K 0.14% 93
2025
Q3 		$675K Buy
8,047
+95
+1% +$7.7K 0.14% 84
2025
Q2 		$637K Sell
7,952
-115
-1% -$8.29K 0.15% 86
2025
Q1 		$579K Buy
8,067
+117
+1% +$8.78K 0.15% 89
2024
Q4 		$558K Buy
7,950
+334
+4% +$22.8K 0.14% 91
2024
Q3 		$430K Sell
7,616
-167
-2% -$9.45K 0.11% 103
2024
Q2 		$462K Buy
7,783
+127
+2% +$7.5K 0.13% 101
2024
Q1 		$444K Buy
7,656
+2,672
+54% +$140K 0.13% 101
2023
Q4 		$245K Sell
4,984
-1,697
-25% -$73.2K 0.08% 115
2023
Q3 		$273K Buy
6,681
+27
+0.4% +$1.17K 0.11% 85
2023
Q2 		$249K Hold
6,654
– – 0.1% 89
2023
Q1 		$249K Buy
6,654
+4
+0.1% +$174 0.1% 89
2022
Q4 		$275K Buy
6,650
+4
+0.1% +$177 0.12% 80
2022
Q3 		$267K Buy
6,646
+278
+4% +$11.9K 0.12% 81
2022
Q2 		$249K Sell
6,368
-397
-6% -$17.4K 0.12% 68
2022
Q1 		$328K Buy
6,765
+2,605
+63% +$139K 0.14% 59
2021
Q4 		$200K Buy
+4,160
New +$205K 0.09% 75
2021
Q2 		– Sell
-6,970
Closed -$272K – 70
2021
Q1 		$272K Buy
+6,970
New +$247K 0.17% 48

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

Auxano Advisors's WFC Position: Q1 2026 in Review

Auxano Advisors reduced its Wells Fargo (WFC) stake by 8.7% in Q1 2026, selling an estimated $57.5K and leaving 7,071 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #120.

Auxano Advisors first reported a position in WFC in Q1 2021 and has held it in 19 quarters since. The position peaked at $721K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Auxano Advisors held 7,071 shares of Wells Fargo worth $563K as of Q1 2026.
  • Auxano Advisors sold 670 Wells Fargo shares in Q1 2026, an estimated $57.5K.
  • Wells Fargo made up 0.11% of Auxano Advisors's portfolio in Q1 2026, its #120 holding.
  • Auxano Advisors first reported a position in Wells Fargo in Q1 2021 and has held it in 19 quarters since.
  • Auxano Advisors's Wells Fargo position peaked at $721K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.