Cardiff Park Advisors’s Wells Fargo WFC Stock Holding History

Cardiff Park Advisors’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	$490K	Buy	6,152 +15	+0.2%	+$1.29K	0.04%	184
2025 Q4	$572K	Buy	6,137 +15	+0.2%	+$1.3K	0.05%	162
2025 Q3	$513K	Sell	6,122 -7,469	-55%	-$606K	0.04%	180
2025 Q2	$1.09M	Buy	13,591 +15	+0.1%	+$1.08K	0.09%	112
2025 Q1	$975K	Buy	13,576 +14	+0.1%	+$1.05K	0.09%	109
2024 Q4	$953K	Buy	13,562 +14	+0.1%	+$956	0.09%	111
2024 Q3	$765K	Buy	13,548 +19	+0.1%	+$1.07K	0.07%	120
2024 Q2	$803K	Buy	13,529 +17	+0.1%	+$1K	0.08%	117
2024 Q1	$783K	Buy	13,512 +17	+0.1%	+$889	0.07%	120
2023 Q4	$664K	Buy	13,495 +21	+0.2%	+$906	0.07%	129
2023 Q3	$551K	Buy	13,474 +23	+0.2%	+$993	0.07%	134
2023 Q2	$574K	Buy	13,451 +19	+0.1%	+$765	0.07%	135
2023 Q1	$502K	Buy	13,432 +17	+0.1%	+$741	0.07%	139
2022 Q4	$554K	Buy	13,415 +3	+0%	+$133	0.08%	132
2022 Q3	$539K	Sell	13,412 -1,031	-7%	-$44.3K	0.08%	131
2022 Q2	$566K	Buy	14,443 +170	+1%	+$7.46K	0.09%	128
2022 Q1	$692K	Sell	14,273 -162	-1%	-$8.67K	0.1%	108
2021 Q4	$693K	Buy	+14,435	New	+$711K	0.09%	111

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

Cardiff Park Advisors's WFC Position: Q1 2026 in Review

Cardiff Park Advisors increased its Wells Fargo (WFC) stake by 0.24% in Q1 2026, buying an estimated $1.29K and bringing the position to 6,152 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #184.

Cardiff Park Advisors first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q2 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cardiff Park Advisors held 6,152 shares of Wells Fargo worth $490K as of Q1 2026.
Cardiff Park Advisors bought 15 Wells Fargo shares in Q1 2026, an estimated $1.29K.
Wells Fargo made up 0.04% of Cardiff Park Advisors's portfolio in Q1 2026, its #184 holding.
Cardiff Park Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Wells Fargo position peaked at $1.09M in Q2 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.