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Cherry Tree Wealth Management’s Wells Fargo WFC Stock Holding History

Cherry Tree 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 		$285K Hold
3,579
– – 0.06% 136
2025
Q4 		$334K Hold
3,579
– – 0.07% 122
2025
Q3 		$300K Hold
3,579
– – 0.07% 127
2025
Q2 		$287K Hold
3,579
– – 0.07% 133
2025
Q1 		$257K Buy
3,579
+120
+3% +$9.01K 0.06% 143
2024
Q4 		$243K Hold
3,459
– – 0.06% 148
2024
Q3 		$195K Hold
3,459
– – 0.05% 162
2024
Q2 		$205K Hold
3,459
– – 0.05% 156
2024
Q1 		$200K Sell
3,459
-80
-2% -$4.19K 0.05% 157
2023
Q4 		$174K Buy
3,539
+431
+14% +$18.6K 0.05% 158
2023
Q3 		$127K Hold
3,108
– – 0.04% 169
2023
Q2 		$133K Buy
+3,108
New +$125K 0.04% 167

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's WFC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 3,579 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #136.

Cherry Tree Wealth Management first reported a position in WFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $334K in Q4 2025. 2,821 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cherry Tree Wealth Management held 3,579 shares of Wells Fargo worth $285K as of Q1 2026.
  • Cherry Tree Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Cherry Tree Wealth Management first reported a position in Wells Fargo in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Wells Fargo position peaked at $334K in Q4 2025.
  • 2,821 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.