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BetterWealth’s Wells Fargo WFC Stock Holding History

BetterWealth’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 		$281K Buy
3,526
+21
+0.6% +$1.8K 0.06% 62
2025
Q4 		$327K Sell
3,505
-33
-0.9% -$2.87K 0.07% 45
2025
Q3 		$297K Buy
3,538
+117
+3% +$9.49K 0.07% 50
2025
Q2 		$274K Hold
3,421
– – 0.07% 52
2025
Q1 		$246K Buy
3,421
+103
+3% +$7.73K 0.07% 53
2024
Q4 		$233K Buy
+3,318
New +$227K 0.06% 62

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

BetterWealth's WFC Position: Q1 2026 in Review

BetterWealth increased its Wells Fargo (WFC) stake by 0.6% in Q1 2026, buying an estimated $1.8K and bringing the position to 3,526 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #62.

BetterWealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $327K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • BetterWealth held 3,526 shares of Wells Fargo worth $281K as of Q1 2026.
  • BetterWealth bought 21 Wells Fargo shares in Q1 2026, an estimated $1.8K.
  • Wells Fargo made up 0.06% of BetterWealth's portfolio in Q1 2026, its #62 holding.
  • BetterWealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • BetterWealth's Wells Fargo position peaked at $327K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.