Concentrum Wealth Management’s Wells Fargo WFC Stock Holding History

Concentrum 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	$350K	Buy	4,401 +23	+0.5%	+$1.98K	0.1%	78
2025 Q4	$408K	Sell	4,378 -204	-4%	-$17.7K	0.11%	60
2025 Q3	$384K	Buy	4,582 +86	+2%	+$6.97K	0.11%	54
2025 Q2	$360K	Sell	4,496 -65	-1%	-$4.69K	0.11%	52
2025 Q1	$327K	Buy	4,561 +396	+10%	+$29.7K	0.12%	60
2024 Q4	$293K	Buy	4,165 +34	+0.8%	+$2.32K	0.1%	64
2024 Q3	$233K	Sell	4,131 -53	-1%	-$3K	0.09%	65
2024 Q2	$248K	Sell	4,184 -87	-2%	-$5.14K	0.1%	64
2024 Q1	$248K	Buy	+4,271	New	+$223K	0.11%	58

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

Concentrum Wealth Management's WFC Position: Q1 2026 in Review

Concentrum Wealth Management increased its Wells Fargo (WFC) stake by 0.53% in Q1 2026, buying an estimated $1.98K and bringing the position to 4,401 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #78.

Concentrum Wealth Management first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $408K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Concentrum Wealth Management held 4,401 shares of Wells Fargo worth $350K as of Q1 2026.
Concentrum Wealth Management bought 23 Wells Fargo shares in Q1 2026, an estimated $1.98K.
Wells Fargo made up 0.1% of Concentrum Wealth Management's portfolio in Q1 2026, its #78 holding.
Concentrum Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Concentrum Wealth Management's Wells Fargo position peaked at $408K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.