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Carson Advisory’s Wells Fargo WFC Stock Holding History

Carson Advisory’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 		$993K Buy
12,477
+1,094
+10% +$94K 0.51% 47
2025
Q4 		$1.06M Sell
11,383
-913
-7% -$79.3K 0.55% 45
2025
Q3 		$1.03M Sell
12,296
-400
-3% -$32.4K 0.56% 44
2025
Q2 		$1.02M Sell
12,696
-300
-2% -$21.6K 0.65% 42
2025
Q1 		$933K Sell
12,996
-231
-2% -$17.3K 0.63% 40
2024
Q4 		$929K Sell
13,227
-492
-4% -$33.6K 0.65% 43
2024
Q3 		$775K Sell
13,719
-58
-0.4% -$3.28K 0.49% 61
2024
Q2 		$818K Buy
13,777
+1,163
+9% +$68.7K 0.57% 50
2024
Q1 		$731K Sell
12,614
-55
-0.4% -$2.88K 0.51% 58
2023
Q4 		$624K Sell
12,669
-333
-3% -$14.4K 0.48% 67
2023
Q3 		$531K Sell
13,002
-369
-3% -$15.9K 0.47% 74
2023
Q2 		$571K Buy
13,371
+217
+2% +$8.73K 0.48% 70
2023
Q1 		$492K Sell
13,154
-1,692
-11% -$73.7K 0.44% 72
2022
Q4 		$613K Buy
14,846
+1,289
+10% +$57.1K 0.59% 49
2022
Q3 		$545K Sell
13,557
-265
-2% -$11.4K 0.6% 53
2022
Q2 		$541K Buy
13,822
+97
+0.7% +$4.26K 0.6% 50
2022
Q1 		$665K Sell
13,725
-2,387
-15% -$128K 0.66% 45
2021
Q4 		$773K Buy
+16,112
New +$793K 0.78% 38

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

Carson Advisory's WFC Position: Q1 2026 in Review

Carson Advisory increased its Wells Fargo (WFC) stake by 9.6% in Q1 2026, buying an estimated $94K and bringing the position to 12,477 shares worth $993K. The position accounts for 0.51% of the portfolio, ranked #47.

Carson Advisory first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Carson Advisory held 12,477 shares of Wells Fargo worth $993K as of Q1 2026.
  • Carson Advisory bought 1,094 Wells Fargo shares in Q1 2026, an estimated $94K.
  • Wells Fargo made up 0.51% of Carson Advisory's portfolio in Q1 2026, its #47 holding.
  • Carson Advisory first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Wells Fargo position peaked at $1.06M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.