Bruce G. Allen Investments’s Wells Fargo WFC Stock Holding History

Bruce G. Allen Investments’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	$385K	Buy	4,837 +171	+4%	+$14.7K	0.25%	46
2025 Q4	$435K	Sell	4,666 -332	-7%	-$28.8K	0.29%	41
2025 Q3	$419K	Buy	4,998 +358	+8%	+$29K	0.3%	41
2025 Q2	$372K	Buy	4,640 +53	+1%	+$3.82K	0.28%	43
2025 Q1	$329K	Sell	4,587 -583	-11%	-$43.8K	0.26%	46
2024 Q4	$363K	Sell	5,170 -219	-4%	-$15K	0.29%	45
2024 Q3	$304K	Sell	5,389 -12	-0.2%	-$679	0.24%	54
2024 Q2	$321K	Buy	5,401 +296	+6%	+$17.5K	0.27%	48
2024 Q1	$296K	Sell	5,105 -696	-12%	-$36.4K	0.24%	54
2023 Q4	$286K	Buy	+5,801	New	+$250K	0.26%	50

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bruce G. Allen Investments's WFC Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Wells Fargo (WFC) stake by 3.7% in Q1 2026, buying an estimated $14.7K and bringing the position to 4,837 shares worth $385K. The position accounts for 0.25% of the portfolio, ranked #46.

Bruce G. Allen Investments first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $435K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Bruce G. Allen Investments held 4,837 shares of Wells Fargo worth $385K as of Q1 2026.
Bruce G. Allen Investments bought 171 Wells Fargo shares in Q1 2026, an estimated $14.7K.
Wells Fargo made up 0.25% of Bruce G. Allen Investments's portfolio in Q1 2026, its #46 holding.
Bruce G. Allen Investments first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Wells Fargo position peaked at $435K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.