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Bouchey Financial Group’s Wells Fargo WFC Stock Holding History

Bouchey Financial Group’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 		$652K Sell
7,576
-16
-0.2% -$1.37K 0.05% 78
2025
Q4 		$708K Buy
7,592
+58
+0.8% +$5.04K 0.05% 68
2025
Q3 		$631K Buy
7,534
+101
+1% +$8.19K 0.05% 69
2025
Q2 		$595K Sell
7,433
-25
-0.3% -$1.8K 0.05% 69
2025
Q1 		$535K Buy
7,458
+716
+11% +$53.8K 0.05% 73
2024
Q4 		$474K Sell
6,742
-159
-2% -$10.9K 0.04% 79
2024
Q3 		$390K Sell
6,901
-15
-0.2% -$848 0.03% 105
2024
Q2 		$410K Buy
6,916
+3
+0% +$177 0.04% 93
2024
Q1 		$401K Buy
6,913
+33
+0.5% +$1.73K 0.04% 91
2023
Q4 		$339K Buy
6,880
+203
+3% +$8.76K 0.04% 97
2023
Q3 		$273K Hold
6,677
– – 0.03% 99
2023
Q2 		$285K Sell
6,677
-10
-0.1% -$403 0.03% 87
2023
Q1 		$249K Hold
6,687
– – 0.03% 87
2022
Q4 		$276K Hold
6,687
– – 0.04% 74
2022
Q3 		$269K Hold
6,687
– – 0.04% 76
2022
Q2 		$262K Hold
6,687
– – 0.04% 77
2022
Q1 		$324K Hold
6,687
– – 0.04% 74
2021
Q4 		$321K Sell
6,687
-500
-7% -$24.6K 0.04% 76
2021
Q3 		$334K Hold
7,187
– – 0.05% 67
2021
Q2 		$325K Hold
7,187
– – 0.05% 60
2021
Q1 		$281K Buy
+7,187
New +$254K 0.05% 66
2020
Q1 		– Sell
-6,549
Closed -$352K – 80
2019
Q4 		$352K Hold
6,549
– – 0.08% 55
2019
Q3 		$330K Hold
6,549
– – 0.08% 55
2019
Q2 		$310K Hold
6,549
– – 0.08% 58
2019
Q1 		$316K Hold
6,549
– – 0.08% 59
2018
Q4 		$302K Sell
6,549
-243
-4% -$12.4K 0.09% 57
2018
Q3 		$357K Hold
6,792
– – 0.09% 51
2018
Q2 		$377K Hold
6,792
– – 0.1% 46
2018
Q1 		$356K Sell
6,792
-156
-2% -$9.27K 0.1% 49
2017
Q4 		$422K Sell
6,948
-327
-4% -$18.5K 0.12% 53
2017
Q3 		$401K Buy
7,275
+271
+4% +$14.4K 0.13% 49
2017
Q2 		$388K Buy
7,004
+1
+0% +$54 0.12% 49
2017
Q1 		$390K Buy
7,003
+329
+5% +$18.7K 0.14% 46
2016
Q4 		$368K Buy
6,674
+1
+0% +$50 0.15% 43
2016
Q3 		$295K Buy
6,673
+1
+0% +$48 0.12% 48
2016
Q2 		$316K Buy
6,672
+501
+8% +$24.4K 0.13% 50
2016
Q1 		$298K Buy
6,171
+1
+0% +$49 0.13% 49
2015
Q4 		$335K Buy
6,170
+208
+3% +$11.3K 0.14% 46
2015
Q3 		$306K Buy
5,962
+1
+0% +$55 0.15% 44
2015
Q2 		$335K Buy
5,961
+1
+0% +$56 0.14% 46
2015
Q1 		$324K Buy
5,960
+1
+0% +$54 0.15% 48
2014
Q4 		$327K Sell
5,959
-1,004
-14% -$53.2K 0.15% 48
2014
Q3 		$361K Sell
6,963
-199
-3% -$10.2K 0.18% 50
2014
Q2 		$376K Buy
7,162
+1
+0% +$50 0.2% 52
2014
Q1 		$356K Buy
7,161
+1
+0% +$47 0.22% 49
2013
Q4 		$334K Buy
+7,160
New +$309K 0.24% 49

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

Bouchey Financial Group's WFC Position: Q1 2026 in Review

Bouchey Financial Group reduced its Wells Fargo (WFC) stake by 0.21% in Q1 2026, selling an estimated $1.37K and leaving 7,576 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #78.

Bouchey Financial Group first reported a position in WFC in Q4 2013 and has held it in 46 quarters since. The position peaked at $708K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bouchey Financial Group held 7,576 shares of Wells Fargo worth $652K as of Q1 2026.
  • Bouchey Financial Group sold 16 Wells Fargo shares in Q1 2026, an estimated $1.37K.
  • Wells Fargo made up 0.05% of Bouchey Financial Group's portfolio in Q1 2026, its #78 holding.
  • Bouchey Financial Group first reported a position in Wells Fargo in Q4 2013 and has held it in 46 quarters since.
  • Bouchey Financial Group's Wells Fargo position peaked at $708K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.