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CBIZ Investment Advisory Services’s Wells Fargo WFC Stock Holding History

CBIZ Investment Advisory Services’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 		$2.87K Sell
36
-550
-94% -$47.2K ﹤0.01% 292
2025
Q4 		$54.6K Buy
586
+236
+67% +$20.5K ﹤0.01% 128
2025
Q3 		$29.3K Sell
350
-2
-0.6% -$162 ﹤0.01% 196
2025
Q2 		$28.2K Sell
352
-25
-7% -$1.8K ﹤0.01% 207
2025
Q1 		$27.1K Buy
377
+322
+585% +$24.2K ﹤0.01% 183
2024
Q4 		$3.86K Buy
+55
New +$3.75K ﹤0.01% 338

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

CBIZ Investment Advisory Services's WFC Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Wells Fargo (WFC) stake by 94% in Q1 2026, selling an estimated $47.2K and leaving 36 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

CBIZ Investment Advisory Services first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.6K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • CBIZ Investment Advisory Services held 36 shares of Wells Fargo worth $2.87K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 550 Wells Fargo shares in Q1 2026, an estimated $47.2K.
  • Wells Fargo made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #292 holding.
  • CBIZ Investment Advisory Services first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Wells Fargo position peaked at $54.6K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.