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CFO4Life Group’s Wells Fargo WFC Stock Holding History

CFO4Life Group’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 		$642K Buy
8,070
+873
+12% +$75K 0.1% 103
2025
Q4 		$671K Sell
7,197
-852
-11% -$74K 0.1% 102
2025
Q3 		$675K Buy
8,049
+172
+2% +$13.9K 0.1% 103
2025
Q2 		$631K Sell
7,877
-1,145
-13% -$82.6K 0.1% 106
2025
Q1 		$648K Sell
9,022
-152
-2% -$11.4K 0.11% 96
2024
Q4 		$644K Buy
9,174
+3,042
+50% +$208K 0.11% 103
2024
Q3 		$346K Sell
6,132
-212
-3% -$12K 0.06% 142
2024
Q2 		$377K Buy
6,344
+1,002
+19% +$59.2K 0.07% 134
2024
Q1 		$310K Buy
5,342
+110
+2% +$5.75K 0.06% 146
2023
Q4 		$258K Sell
5,232
-176
-3% -$7.59K 0.05% 150
2023
Q3 		$221K Sell
5,408
-904
-14% -$39K 0.05% 140
2023
Q2 		$269K Buy
6,312
+733
+13% +$29.5K 0.06% 138
2023
Q1 		$209K Buy
5,579
+225
+4% +$9.81K 0.05% 146
2022
Q4 		$221K Buy
5,354
+107
+2% +$4.74K 0.05% 157
2022
Q3 		$211K Sell
5,247
-450
-8% -$19.3K 0.06% 133
2022
Q2 		$235K Sell
5,697
-1,294
-19% -$56.8K 0.06% 126
2022
Q1 		$339K Buy
6,991
+857
+14% +$45.9K 0.07% 114
2021
Q4 		$294K Buy
6,134
+590
+11% +$29K 0.06% 120
2021
Q3 		$257K Sell
5,544
-145
-3% -$6.71K 0.06% 124
2021
Q2 		$258K Buy
5,689
+420
+8% +$18.8K 0.06% 121
2021
Q1 		$206K Buy
+5,269
New +$187K 0.05% 138
2019
Q1 		– Sell
-5,332
Closed -$246K – 135
2018
Q4 		$246K Sell
5,332
-1,097
-17% -$56.2K 0.11% 97
2018
Q3 		$338K Sell
6,429
-60,138
-90% -$3.43M 0.15% 94
2018
Q2 		$369K Buy
66,567
+52,718
+381% +$2.82M 0.15% 89
2018
Q1 		$726K Sell
13,849
-3,702
-21% -$220K 0.61% 23
2017
Q4 		$1.06M Sell
17,551
-1,926
-10% -$109K 0.84% 15
2017
Q3 		$1.07M Buy
19,477
+687
+4% +$36.5K 0.87% 15
2017
Q2 		$1.04M Buy
18,790
+2,405
+15% +$129K 0.96% 13
2017
Q1 		$912K Buy
+16,385
New +$930K 0.83% 16

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

CFO4Life Group's WFC Position: Q1 2026 in Review

CFO4Life Group increased its Wells Fargo (WFC) stake by 12% in Q1 2026, buying an estimated $75K and bringing the position to 8,070 shares worth $642K. The position accounts for 0.1% of the portfolio, ranked #103.

CFO4Life Group first reported a position in WFC in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.07M in Q3 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • CFO4Life Group held 8,070 shares of Wells Fargo worth $642K as of Q1 2026.
  • CFO4Life Group bought 873 Wells Fargo shares in Q1 2026, an estimated $75K.
  • Wells Fargo made up 0.1% of CFO4Life Group's portfolio in Q1 2026, its #103 holding.
  • CFO4Life Group first reported a position in Wells Fargo in Q1 2017 and has held it in 29 quarters since.
  • CFO4Life Group's Wells Fargo position peaked at $1.07M in Q3 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.