Cladis Investment Advisory’s Wells Fargo WFC Stock Holding History

Cladis Investment Advisory’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	$934K	Sell	11,727 -1,000	-8%	-$85.9K	0.51%	62
2025 Q4	$1.19M	Buy	12,727 +1	+0%	+$87	0.65%	51
2025 Q3	$1.07M	Sell	12,726 -1,000	-7%	-$81.1K	0.61%	53
2025 Q2	$1.1M	Buy	13,726 +1	+0%	+$72	0.69%	47
2025 Q1	$985K	Hold	13,725	–	–	0.71%	46
2024 Q4	$964K	Sell	13,725 -99	-0.7%	-$6.76K	0.68%	51
2024 Q3	$781K	Hold	13,824	–	–	0.54%	61
2024 Q2	$821K	Buy	13,824 +1	+0%	+$59	0.6%	54
2024 Q1	$801K	Buy	13,823 +1	+0%	+$52	0.59%	53
2023 Q4	$680K	Hold	13,822	–	–	0.53%	60
2023 Q3	$565K	Buy	13,822 +1	+0%	+$43	0.49%	63
2023 Q2	$590K	Sell	13,821 -299	-2%	-$12K	0.51%	67
2023 Q1	$528K	Sell	14,120 -2,670	-16%	-$116K	0.47%	70
2022 Q4	$693K	Buy	16,790 +121	+0.7%	+$5.36K	0.69%	48
2022 Q3	$670K	Hold	16,669	–	–	0.73%	47
2022 Q2	$653K	Sell	16,669 -99	-0.6%	-$4.34K	0.65%	51
2022 Q1	$813K	Sell	16,768 -900	-5%	-$48.2K	0.66%	50
2021 Q4	$848K	Buy	+17,668	New	+$870K	0.68%	44

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cladis Investment Advisory's WFC Position: Q1 2026 in Review

Cladis Investment Advisory reduced its Wells Fargo (WFC) stake by 7.9% in Q1 2026, selling an estimated $85.9K and leaving 11,727 shares worth $934K. The position accounts for 0.51% of the portfolio, ranked #62.

Cladis Investment Advisory first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cladis Investment Advisory held 11,727 shares of Wells Fargo worth $934K as of Q1 2026.
Cladis Investment Advisory sold 1,000 Wells Fargo shares in Q1 2026, an estimated $85.9K.
Wells Fargo made up 0.51% of Cladis Investment Advisory's portfolio in Q1 2026, its #62 holding.
Cladis Investment Advisory first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's Wells Fargo position peaked at $1.19M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.