Biltmore Family Office’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 | $1.29M | Sell |
16,161
-107
| -0.7% | -$9.19K | 0.18% | 89 |
|
|
2025
Q4 | $1.52M | Buy |
16,268
+6,792
| +72% | +$590K | 0.21% | 76 |
|
|
2025
Q3 | $794K | Buy |
9,476
+57
| +0.6% | +$4.62K | 0.11% | 106 |
|
|
2025
Q2 | $755K | Sell |
9,419
-200
| -2% | -$14.4K | 0.13% | 101 |
|
|
2025
Q1 | $691K | Sell |
9,619
-145
| -1% | -$10.9K | 0.12% | 108 |
|
|
2024
Q4 | $686K | Sell |
9,764
-84
| -0.9% | -$5.74K | 0.12% | 106 |
|
|
2024
Q3 | $556K | Buy |
9,848
+462
| +5% | +$26.1K | 0.1% | 122 |
|
|
2024
Q2 | $557K | Buy |
9,386
+682
| +8% | +$40.3K | 0.1% | 105 |
|
|
2024
Q1 | $504K | Hold |
8,704
| – | – | 0.1% | 108 |
|
|
2023
Q4 | $428K | Hold |
8,704
| – | – | 0.09% | 126 |
|
|
2023
Q3 | $356K | Hold |
8,704
| – | – | 0.08% | 140 |
|
|
2023
Q2 | $371K | Sell |
8,704
-1,353
| -13% | -$54.5K | 0.08% | 136 |
|
|
2023
Q1 | $376K | Buy |
10,057
+495
| +5% | +$21.6K | 0.08% | 163 |
|
|
2022
Q4 | $395K | Buy |
9,562
+843
| +10% | +$37.3K | 0.08% | 154 |
|
|
2022
Q3 | $351K | Buy |
8,719
+15
| +0.2% | +$644 | 0.08% | 128 |
|
|
2022
Q2 | $341K | Sell |
8,704
-2,265
| -21% | -$99.4K | 0.09% | 133 |
|
|
2022
Q1 | $532K | Buy |
10,969
+2,265
| +26% | +$121K | 0.11% | 101 |
|
|
2021
Q4 | $418K | Sell |
8,704
-1,945
| -18% | -$95.8K | 0.08% | 143 |
|
|
2021
Q3 | $494K | Sell |
10,649
-150
| -1% | -$6.94K | 0.12% | 103 |
|
|
2021
Q2 | $489K | Hold |
10,799
| – | – | 0.14% | 101 |
|
|
2021
Q1 | $422K | Sell |
10,799
-1,400
| -11% | -$49.6K | 0.13% | 109 |
|
|
2020
Q4 | $368K | Sell |
12,199
-622
| -5% | -$16.1K | 0.11% | 123 |
|
|
2020
Q3 | $301K | Sell |
12,821
-15
| -0.1% | -$370 | 0.17% | 111 |
|
|
2020
Q2 | $329K | Hold |
12,836
| – | – | 0.2% | 103 |
|
|
2020
Q1 | $368K | Sell |
12,836
-2,317
| -15% | -$98.5K | 0.24% | 100 |
|
|
2019
Q4 | $815K | Buy |
15,153
+2,458
| +19% | +$129K | 0.33% | 72 |
|
|
2019
Q3 | $640K | Sell |
12,695
-1,100
| -8% | -$51.8K | 0.28% | 83 |
|
|
2019
Q2 | $653K | Sell |
13,795
-1,526
| -10% | -$71.4K | 0.35% | 71 |
|
|
2019
Q1 | $740K | Hold |
15,321
| – | – | 0.38% | 70 |
|
|
2018
Q4 | $706K | Buy |
15,321
+866
| +6% | +$44.4K | 0.4% | 70 |
|
|
2018
Q3 | $760K | Hold |
14,455
| – | – | 0.36% | 74 |
|
|
2018
Q2 | $801K | Sell |
14,455
-3,380
| -19% | -$181K | 0.4% | 68 |
|
|
2018
Q1 | $935K | Buy |
17,835
+3,000
| +20% | +$178K | 0.42% | 65 |
|
|
2017
Q4 | $900K | Buy |
+14,835
| New | +$838K | 0.41% | 67 |
|
Other funds holding WFC
VCM
VPM
Biltmore Family Office's WFC Position: Q1 2026 in Review
Biltmore Family Office reduced its Wells Fargo (WFC) stake by 0.66% in Q1 2026, selling an estimated $9.19K and leaving 16,161 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #89.
Biltmore Family Office first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.52M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Biltmore Family Office held 16,161 shares of Wells Fargo worth $1.29M as of Q1 2026.
- Biltmore Family Office sold 107 Wells Fargo shares in Q1 2026, an estimated $9.19K.
- Wells Fargo made up 0.18% of Biltmore Family Office's portfolio in Q1 2026, its #89 holding.
- Biltmore Family Office first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's Wells Fargo position peaked at $1.52M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.