Causey Wealth LLC’s Wells Fargo WFC Stock Holding History

Causey Wealth LLC’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	–	Sell	-2,373	Closed	-$221K	–	83
2025 Q4	$221K	Buy	+2,373	New	+$206K	0.1%	68

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Causey Wealth LLC's WFC Position: Q1 2026 in Review

Causey Wealth LLC sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,373 shares — an estimated $221K sold.

Causey Wealth LLC first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Causey Wealth LLC reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Causey Wealth LLC sold 2,373 Wells Fargo shares in Q1 2026, an estimated $221K.
Causey Wealth LLC first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Causey Wealth LLC's Wells Fargo position peaked at $221K in Q4 2025.
2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Causey Wealth LLC's 13F filing for Q1 2026, filed 13 May 2026.