Bartlett & Co Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
21,420
+782
| +4% | +$67.2K | 0.02% | 228 |
|
|
2025
Q4 | $1.92M | Sell |
20,638
-167
| -0.8% | -$14.5K | 0.03% | 211 |
|
|
2025
Q3 | $1.74M | Buy |
20,805
+710
| +4% | +$57.6K | 0.02% | 221 |
|
|
2025
Q2 | $1.61M | Sell |
20,095
-54
| -0.3% | -$3.89K | 0.02% | 218 |
|
|
2025
Q1 | $1.45M | Sell |
20,149
-1,894
| -9% | -$142K | 0.02% | 221 |
|
|
2024
Q4 | $1.55M | Sell |
22,043
-826
| -4% | -$56.4K | 0.02% | 215 |
|
|
2024
Q3 | $1.29M | Buy |
22,869
+140
| +0.6% | +$7.92K | 0.02% | 231 |
|
|
2024
Q2 | $1.35M | Sell |
22,729
-604
| -3% | -$35.7K | 0.02% | 225 |
|
|
2024
Q1 | $1.35M | Sell |
23,333
-1,223
| -5% | -$64K | 0.02% | 234 |
|
|
2023
Q4 | $1.22M | Buy |
24,556
+3,311
| +16% | +$143K | 0.02% | 255 |
|
|
2023
Q3 | $868K | Sell |
21,245
-3,660
| -15% | -$158K | 0.02% | 278 |
|
|
2023
Q2 | $1.06M | Sell |
24,905
-100
| -0.4% | -$4.03K | 0.02% | 265 |
|
|
2023
Q1 | $935K | Sell |
25,005
-74
| -0.3% | -$3.23K | 0.02% | 233 |
|
|
2022
Q4 | $1.04M | Sell |
25,079
-2,968
| -11% | -$131K | 0.02% | 227 |
|
|
2022
Q3 | $1.13M | Sell |
28,047
-1,075
| -4% | -$46.2K | 0.02% | 210 |
|
|
2022
Q2 | $1.14M | Sell |
29,122
-129
| -0.4% | -$5.66K | 0.02% | 206 |
|
|
2022
Q1 | $1.42M | Sell |
29,251
-563
| -2% | -$30.1K | 0.02% | 205 |
|
|
2021
Q4 | $1.43M | Buy |
29,814
+2,009
| +7% | +$98.9K | 0.02% | 205 |
|
|
2021
Q3 | $1.29M | Sell |
27,805
-2,425
| -8% | -$112K | 0.02% | 194 |
|
|
2021
Q2 | $1.37M | Sell |
30,230
-50
| -0.2% | -$2.23K | 0.03% | 196 |
|
|
2021
Q1 | $1.18M | Sell |
30,280
-1,050
| -3% | -$37.2K | 0.02% | 197 |
|
|
2020
Q4 | $946K | Sell |
31,330
-4,565
| -13% | -$118K | 0.02% | 205 |
|
|
2020
Q3 | $844K | Sell |
35,895
-8,700
| -20% | -$214K | 0.02% | 205 |
|
|
2020
Q2 | $1.14M | Sell |
44,595
-45,310
| -50% | -$1.24M | 0.03% | 190 |
|
|
2020
Q1 | $2.58M | Sell |
89,905
-23,332
| -21% | -$992K | 0.08% | 144 |
|
|
2019
Q4 | $6.09M | Sell |
113,237
-3,327
| -3% | -$174K | 0.15% | 112 |
|
|
2019
Q3 | $5.88M | Buy |
116,564
+21,302
| +22% | +$1M | 0.15% | 113 |
|
|
2019
Q2 | $4.51M | Sell |
95,262
-8,331
| -8% | -$390K | 0.17% | 92 |
|
|
2019
Q1 | $5.01M | Sell |
103,593
-15,038
| -13% | -$740K | 0.19% | 87 |
|
|
2018
Q4 | $5.47M | Sell |
118,631
-10,829
| -8% | -$555K | 0.23% | 80 |
|
|
2018
Q3 | $6.8M | Sell |
129,460
-9,714
| -7% | -$555K | 0.26% | 79 |
|
|
2018
Q2 | $7.72M | Sell |
139,174
-500,675
| -78% | -$26.8M | 0.31% | 74 |
|
|
2018
Q1 | $33.5M | Buy |
+639,849
| New | +$38M | 1.38% | 23 |
|
Other funds holding WFC
VCM
VPM
Bartlett & Co Wealth Management's WFC Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its Wells Fargo (WFC) stake by 3.8% in Q1 2026, buying an estimated $67.2K and bringing the position to 21,420 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #228.
Bartlett & Co Wealth Management first reported a position in WFC in Q1 2018 and has held it in 33 quarters since. The position peaked at $33.5M in Q1 2018. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Bartlett & Co Wealth Management held 21,420 shares of Wells Fargo worth $1.7M as of Q1 2026.
- Bartlett & Co Wealth Management bought 782 Wells Fargo shares in Q1 2026, an estimated $67.2K.
- Wells Fargo made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #228 holding.
- Bartlett & Co Wealth Management first reported a position in Wells Fargo in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Wells Fargo position peaked at $33.5M in Q1 2018.
- 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.