Belpointe Asset 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 | $1.52M | Buy |
19,064
+248
| +1% | +$21.3K | 0.06% | 310 |
|
|
2025
Q4 | $1.75M | Sell |
18,816
-1,191
| -6% | -$103K | 0.06% | 248 |
|
|
2025
Q3 | $1.68M | Buy |
20,007
+2,617
| +15% | +$212K | 0.06% | 261 |
|
|
2025
Q2 | $1.39M | Buy |
17,390
+5,621
| +48% | +$405K | 0.06% | 267 |
|
|
2025
Q1 | $845K | Buy |
11,769
+1,669
| +17% | +$125K | 0.04% | 383 |
|
|
2024
Q4 | $591K | Sell |
10,100
-800
| -7% | -$54.6K | 0.04% | 473 |
|
|
2024
Q3 | $616K | Buy |
10,900
+2,242
| +26% | +$127K | 0.04% | 446 |
|
|
2024
Q2 | $514K | Sell |
8,658
-9,967
| -54% | -$588K | 0.04% | 453 |
|
|
2024
Q1 | $1.08M | Buy |
18,625
+5,923
| +47% | +$310K | 0.08% | 241 |
|
|
2023
Q4 | $625K | Sell |
12,702
-51
| -0.4% | -$2.2K | 0.05% | 310 |
|
|
2023
Q3 | $521K | Buy |
12,753
+3,840
| +43% | +$166K | 0.05% | 326 |
|
|
2023
Q2 | $380K | Sell |
8,913
-17,692
| -66% | -$712K | 0.04% | 375 |
|
|
2023
Q1 | $994K | Sell |
26,605
-12,496
| -32% | -$545K | 0.05% | 334 |
|
|
2022
Q4 | $1.61M | Sell |
39,101
-2,699
| -6% | -$119K | 0.1% | 208 |
|
|
2022
Q3 | $1.68M | Sell |
41,800
-1,803
| -4% | -$77.5K | 0.11% | 191 |
|
|
2022
Q2 | $1.65M | Sell |
43,603
-10,913
| -20% | -$479K | 0.11% | 197 |
|
|
2022
Q1 | $2.64M | Buy |
54,516
+2,696
| +5% | +$144K | 0.16% | 130 |
|
|
2021
Q4 | $2.49M | Buy |
51,820
+19,194
| +59% | +$945K | 0.16% | 135 |
|
|
2021
Q3 | $1.52M | Buy |
32,626
+895
| +3% | +$41.4K | 0.1% | 206 |
|
|
2021
Q2 | $1.44M | Buy |
31,731
+1,146
| +4% | +$51.2K | 0.1% | 215 |
|
|
2021
Q1 | $1.2M | Sell |
30,585
-5,290
| -15% | -$187K | 0.1% | 217 |
|
|
2020
Q4 | $1.08M | Sell |
35,875
-9,383
| -21% | -$243K | 0.1% | 235 |
|
|
2020
Q3 | $1.06M | Buy |
45,258
+10,784
| +31% | +$266K | 0.12% | 192 |
|
|
2020
Q2 | $882K | Sell |
34,474
-4,145
| -11% | -$113K | 0.11% | 190 |
|
|
2020
Q1 | $1.11M | Buy |
38,619
+25,570
| +196% | +$1.09M | 0.19% | 120 |
|
|
2019
Q4 | $702K | Buy |
13,049
+3,543
| +37% | +$186K | 0.09% | 243 |
|
|
2019
Q3 | $479K | Sell |
9,506
-260
| -3% | -$12.2K | 0.08% | 292 |
|
|
2019
Q2 | $462K | Sell |
9,766
-8,533
| -47% | -$399K | 0.09% | 244 |
|
|
2019
Q1 | $980K | Buy |
18,299
+6,150
| +51% | +$302K | 0.19% | 88 |
|
|
2018
Q4 | $560K | Sell |
12,149
-3,600
| -23% | -$184K | 0.14% | 157 |
|
|
2018
Q3 | $828K | Buy |
15,749
+3,266
| +26% | +$186K | 0.13% | 161 |
|
|
2018
Q2 | $692K | Buy |
+12,483
| New | +$669K | 0.19% | 102 |
|
|
2018
Q1 | – | Sell |
-3,605
| Closed | -$219K | – | 492 |
|
|
2017
Q4 | $219K | Sell |
3,605
-785
| -18% | -$44.3K | 0.05% | 405 |
|
|
2017
Q3 | $242K | Buy |
+4,390
| New | +$233K | 0.06% | 361 |
|
Other funds holding WFC
VCM
VPM
Belpointe Asset Management's WFC Position: Q1 2026 in Review
Belpointe Asset Management increased its Wells Fargo (WFC) stake by 1.3% in Q1 2026, buying an estimated $21.3K and bringing the position to 19,064 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #310.
Belpointe Asset Management first reported a position in WFC in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.64M in Q1 2022. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Belpointe Asset Management held 19,064 shares of Wells Fargo worth $1.52M as of Q1 2026.
- Belpointe Asset Management bought 248 Wells Fargo shares in Q1 2026, an estimated $21.3K.
- Wells Fargo made up 0.06% of Belpointe Asset Management's portfolio in Q1 2026, its #310 holding.
- Belpointe Asset Management first reported a position in Wells Fargo in Q3 2017 and has held it in 34 quarters since.
- Belpointe Asset Management's Wells Fargo position peaked at $2.64M in Q1 2022.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.