Carbahal Olsen Financial Services Group’s Wells Fargo WFC Stock Holding History

Carbahal Olsen Financial Services 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	$291K	Sell	3,660 -12	-0.3%	-$1.03K	0.23%	31
2025 Q4	$342K	Buy	3,672 +12	+0.3%	+$1.04K	0.26%	26
2025 Q3	$307K	Hold	3,660	–	–	0.25%	30
2025 Q2	$293K	Hold	3,660	–	–	0.25%	28
2025 Q1	$263K	Sell	3,660 -660	-15%	-$49.6K	0.25%	28
2024 Q4	$303K	Buy	+4,320	New	+$295K	0.28%	25

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

Carbahal Olsen Financial Services Group's WFC Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group reduced its Wells Fargo (WFC) stake by 0.33% in Q1 2026, selling an estimated $1.03K and leaving 3,660 shares worth $291K. The position accounts for 0.23% of the portfolio, ranked #31.

Carbahal Olsen Financial Services Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $342K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Carbahal Olsen Financial Services Group held 3,660 shares of Wells Fargo worth $291K as of Q1 2026.
Carbahal Olsen Financial Services Group sold 12 Wells Fargo shares in Q1 2026, an estimated $1.03K.
Wells Fargo made up 0.23% of Carbahal Olsen Financial Services Group's portfolio in Q1 2026, its #31 holding.
Carbahal Olsen Financial Services Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Carbahal Olsen Financial Services Group's Wells Fargo position peaked at $342K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.