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Blalock Williams’s Wells Fargo WFC Stock Holding History

Blalock Williams’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 		$246K Sell
3,089
-488
-14% -$41.9K 0.19% 116
2025
Q4 		$333K Buy
3,577
+408
+13% +$35.4K 0.27% 82
2025
Q3 		$266K Buy
3,169
+262
+9% +$21.2K 0.23% 102
2025
Q2 		$233K Sell
2,907
-16
-0.5% -$1.15K 0.23% 107
2025
Q1 		$210K Buy
+2,923
New +$219K 0.24% 107

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

Blalock Williams's WFC Position: Q1 2026 in Review

Blalock Williams reduced its Wells Fargo (WFC) stake by 14% in Q1 2026, selling an estimated $41.9K and leaving 3,089 shares worth $246K. The position accounts for 0.19% of the portfolio, ranked #116.

Blalock Williams first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Blalock Williams held 3,089 shares of Wells Fargo worth $246K as of Q1 2026.
  • Blalock Williams sold 488 Wells Fargo shares in Q1 2026, an estimated $41.9K.
  • Wells Fargo made up 0.19% of Blalock Williams's portfolio in Q1 2026, its #116 holding.
  • Blalock Williams first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Blalock Williams's Wells Fargo position peaked at $333K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.