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Ballast Advisors’s Wells Fargo WFC Stock Holding History

Ballast 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 		$108K Buy
+1,354
New +$116K 0.03% 150
2020
Q1 		– Sell
-4,343
Closed -$234K – 163
2019
Q4 		$234K Buy
+4,343
New +$227K 0.17% 83

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

Ballast Advisors's WFC Position: Q1 2026 in Review

Ballast Advisors opened a new position in Wells Fargo (WFC) in Q1 2026: 1,354 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings. This is a return to the name: Ballast Advisors previously reported a position in WFC as recently as Q4 2019.

Ballast Advisors first reported a position in WFC in Q4 2019 and has held it in 2 quarters since. The position peaked at $234K in Q4 2019. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ballast Advisors held 1,354 shares of Wells Fargo worth $108K as of Q1 2026.
  • Wells Fargo was a new Ballast Advisors position in Q1 2026.
  • Wells Fargo made up 0.03% of Ballast Advisors's portfolio in Q1 2026, its #150 holding.
  • Ballast Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 2 quarters since.
  • Ballast Advisors's Wells Fargo position peaked at $234K in Q4 2019.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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