Buck Wealth Strategies’s Wells Fargo WFC Stock Holding History

Buck Wealth Strategies’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	$893K	Buy	+11,222	New	+$964K	0.11%	79
2025 Q3	–	Sell	-3,970	Closed	-$318K	–	178
2025 Q2	$318K	Buy	3,970 +701	+21%	+$50.5K	0.05%	124
2025 Q1	$235K	Buy	+3,269	New	+$245K	0.04%	115
2023 Q4	–	Sell	-10	Closed	-$409	–	345
2023 Q3	$409	Buy	+10	New	+$432	﹤0.01%	348

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

Buck Wealth Strategies's WFC Position: Q1 2026 in Review

Buck Wealth Strategies opened a new position in Wells Fargo (WFC) in Q1 2026: 11,222 shares worth $893K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in WFC as recently as Q2 2025.

Buck Wealth Strategies first reported a position in WFC in Q3 2023 and has held it in 4 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Buck Wealth Strategies held 11,222 shares of Wells Fargo worth $893K as of Q1 2026.
Wells Fargo was a new Buck Wealth Strategies position in Q1 2026.
Wells Fargo made up 0.11% of Buck Wealth Strategies's portfolio in Q1 2026, its #79 holding.
Buck Wealth Strategies first reported a position in Wells Fargo in Q3 2023 and has held it in 4 quarters since.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.