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CarsonAllaria Wealth Management’s Wells Fargo WFC Stock Holding History

CarsonAllaria Wealth Management’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 		$300K Sell
3,762
-54
-1% -$4.64K 0.15% 48
2025
Q4 		$356K Sell
3,816
-258
-6% -$22.4K 0.18% 41
2025
Q3 		$342K Sell
4,074
-1
-0% -$81 0.18% 46
2025
Q2 		$327K Sell
4,075
-76
-2% -$5.48K 0.18% 44
2025
Q1 		$298K Sell
4,151
-79
-2% -$5.93K 0.17% 47
2024
Q4 		$297K Sell
4,230
-757
-15% -$51.7K 0.17% 50
2024
Q3 		$282K Sell
4,987
-333
-6% -$18.8K 0.16% 51
2024
Q2 		$316K Sell
5,320
-340
-6% -$20.1K 0.19% 45
2024
Q1 		$328K Sell
5,660
-1,195
-17% -$62.5K 0.21% 45
2023
Q4 		$337K Sell
6,855
-381
-5% -$16.4K 0.24% 42
2023
Q3 		$296K Buy
7,236
+18
+0.2% +$777 0.24% 47
2023
Q2 		$308K Sell
7,218
-34
-0.5% -$1.37K 0.24% 51
2023
Q1 		$271K Sell
7,252
-7
-0.1% -$305 0.23% 52
2022
Q4 		$300K Buy
7,259
+18
+0.2% +$797 0.26% 46
2022
Q3 		$291K Sell
7,241
-63
-0.9% -$2.71K 0.27% 43
2022
Q2 		$286K Buy
7,304
+29
+0.4% +$1.27K 0.27% 48
2022
Q1 		$353K Sell
7,275
-9
-0.1% -$482 0.32% 40
2021
Q4 		$350K Buy
+7,284
New +$359K 0.31% 42

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

CarsonAllaria Wealth Management's WFC Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Wells Fargo (WFC) stake by 1.4% in Q1 2026, selling an estimated $4.64K and leaving 3,762 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #48.

CarsonAllaria Wealth Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $356K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • CarsonAllaria Wealth Management held 3,762 shares of Wells Fargo worth $300K as of Q1 2026.
  • CarsonAllaria Wealth Management sold 54 Wells Fargo shares in Q1 2026, an estimated $4.64K.
  • Wells Fargo made up 0.15% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #48 holding.
  • CarsonAllaria Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • CarsonAllaria Wealth Management's Wells Fargo position peaked at $356K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.