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Blue Rock Wealth Management’s Wells Fargo WFC Stock Holding History

Blue Rock Wealth Management’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 		$801K Hold
10,057
– – 0.51% 35
2025
Q4 		$937K Hold
10,057
– – 0.58% 31
2025
Q3 		$843K Buy
10,057
+287
+3% +$23.3K 0.52% 35
2025
Q2 		$783K Buy
9,770
+1,692
+21% +$122K 0.54% 37
2025
Q1 		$580K Buy
8,078
+2,894
+56% +$217K 0.49% 40
2024
Q4 		$364K Buy
+5,184
New +$354K 0.38% 42

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

Blue Rock Wealth Management's WFC Position: Q1 2026 in Review

Blue Rock Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 10,057 shares worth $801K. The position accounts for 0.51% of the portfolio, ranked #35.

Blue Rock Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $937K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Blue Rock Wealth Management held 10,057 shares of Wells Fargo worth $801K as of Q1 2026.
  • Blue Rock Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.51% of Blue Rock Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Blue Rock Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Wells Fargo position peaked at $937K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.