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Claro Advisors’s Wells Fargo WFC Stock Holding History

Claro Advisors’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 		$629K Buy
7,897
+87
+1% +$7.47K 0.08% 200
2025
Q4 		$728K Buy
7,810
+183
+2% +$15.9K 0.1% 179
2025
Q3 		$639K Sell
7,627
-754
-9% -$61.1K 0.09% 187
2025
Q2 		$671K Sell
8,381
-8,298
-50% -$598K 0.11% 168
2025
Q1 		$1.2M Buy
16,679
+2,408
+17% +$181K 0.16% 121
2024
Q4 		$1M Sell
14,271
-1,838
-11% -$125K 0.14% 138
2024
Q3 		$910K Buy
16,109
+2,173
+16% +$123K 0.12% 170
2024
Q2 		$828K Buy
13,936
+1,968
+16% +$116K 0.13% 161
2024
Q1 		$694K Sell
11,968
-994
-8% -$52K 0.12% 187
2023
Q4 		$638K Sell
12,962
-1,822
-12% -$78.6K 0.14% 178
2023
Q3 		$604K Sell
14,784
-603
-4% -$26K 0.15% 163
2023
Q2 		$657K Buy
15,387
+364
+2% +$14.7K 0.16% 151
2023
Q1 		$562K Sell
15,023
-3
-0% -$131 0.16% 156
2022
Q4 		$620K Buy
15,026
+3,675
+32% +$163K 0.2% 123
2022
Q3 		$445K Hold
11,351
– – 0.18% 137
2022
Q2 		$445K Sell
11,351
-304
-3% -$13.3K 0.18% 137
2022
Q1 		$559K Hold
11,655
– – 0.2% 136
2021
Q4 		$559K Buy
11,655
+143
+1% +$7.04K 0.2% 136
2021
Q3 		$534K Sell
11,512
-1,669
-13% -$77.2K 0.22% 131
2021
Q2 		$597K Buy
13,181
+722
+6% +$32.2K 0.27% 106
2021
Q1 		$487K Buy
12,459
+1,277
+11% +$45.2K 0.25% 116
2020
Q4 		$337K Sell
11,182
-2,166
-16% -$56.1K 0.18% 147
2020
Q3 		$314K Sell
13,348
-5,362
-29% -$132K 0.2% 136
2020
Q2 		$479K Sell
18,710
-1,198
-6% -$32.8K 0.33% 86
2020
Q1 		$571K Buy
19,908
+11,145
+127% +$474K 0.53% 53
2019
Q4 		$471K Buy
8,763
+26
+0.3% +$1.36K 0.36% 84
2019
Q3 		$441K Sell
8,737
-2,322
-21% -$109K 0.39% 77
2019
Q2 		$523K Sell
11,059
-75
-0.7% -$3.51K 0.48% 60
2019
Q1 		$538K Sell
11,134
-1,393
-11% -$68.5K 0.53% 58
2018
Q4 		$658K Buy
+12,527
New +$642K 0.53% 38

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

Claro Advisors's WFC Position: Q1 2026 in Review

Claro Advisors increased its Wells Fargo (WFC) stake by 1.1% in Q1 2026, buying an estimated $7.47K and bringing the position to 7,897 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #200.

Claro Advisors first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.2M in Q1 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Claro Advisors held 7,897 shares of Wells Fargo worth $629K as of Q1 2026.
  • Claro Advisors bought 87 Wells Fargo shares in Q1 2026, an estimated $7.47K.
  • Wells Fargo made up 0.08% of Claro Advisors's portfolio in Q1 2026, its #200 holding.
  • Claro Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Wells Fargo position peaked at $1.2M in Q1 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.