Concord Asset Management (Virginia)’s Wells Fargo WFC Stock Holding History

Concord Asset Management (Virginia)’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	$1.27M	Buy	15,925 +870	+6%	+$74.7K	0.21%	88
2025 Q4	$1.4M	Sell	15,055 -84	-0.6%	-$7.29K	0.24%	83
2025 Q3	$1.27M	Buy	15,139 +1,194	+9%	+$96.8K	0.23%	86
2025 Q2	$1.12M	Buy	13,945 +1,190	+9%	+$85.8K	0.17%	123
2025 Q1	$867K	Buy	12,755 +6,034	+90%	+$453K	0.19%	98
2024 Q4	$472K	Buy	6,721 +1,542	+30%	+$105K	0.1%	106
2024 Q3	$293K	Buy	5,179 +191	+4%	+$10.8K	0.07%	117
2024 Q2	$296K	Buy	4,988 +658	+15%	+$38.8K	0.07%	121
2024 Q1	$251K	Buy	4,330 +10	+0.2%	+$523	0.07%	127
2023 Q4	$213K	Buy	+4,320	New	+$186K	0.06%	128

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

Concord Asset Management (Virginia)'s WFC Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Wells Fargo (WFC) stake by 5.8% in Q1 2026, buying an estimated $74.7K and bringing the position to 15,925 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #88.

Concord Asset Management (Virginia) first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Concord Asset Management (Virginia) held 15,925 shares of Wells Fargo worth $1.27M as of Q1 2026.
Concord Asset Management (Virginia) bought 870 Wells Fargo shares in Q1 2026, an estimated $74.7K.
Wells Fargo made up 0.21% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #88 holding.
Concord Asset Management (Virginia) first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Concord Asset Management (Virginia)'s Wells Fargo position peaked at $1.4M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.