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Concurrent Investment Advisors’s Wells Fargo WFC Stock Holding History

Concurrent Investment 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 		$5.56M Sell
69,796
-26,262
-27% -$2.26M 0.06% 339
2025
Q4 		$8.95M Buy
96,058
+29,127
+44% +$2.53M 0.1% 211
2025
Q3 		$5.61M Sell
66,931
-17,823
-21% -$1.45M 0.1% 219
2025
Q2 		$6.79M Buy
84,754
+2,704
+3% +$195K 0.13% 171
2025
Q1 		$5.89M Buy
82,050
+37,004
+82% +$2.78M 0.14% 154
2024
Q4 		$3.16M Buy
45,046
+3,643
+9% +$249K 0.09% 232
2024
Q3 		$2.34M Buy
41,403
+643
+2% +$36.4K 0.07% 274
2024
Q2 		$2.42M Buy
40,760
+7,235
+22% +$427K 0.08% 236
2024
Q1 		$1.94M Buy
33,525
+1,435
+4% +$75.1K 0.08% 249
2023
Q4 		$1.58M Buy
+32,090
New +$1.38M 0.07% 263

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

Concurrent Investment Advisors's WFC Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $2.26M and leaving 69,796 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #339.

Concurrent Investment Advisors first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.95M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Concurrent Investment Advisors held 69,796 shares of Wells Fargo worth $5.56M as of Q1 2026.
  • Concurrent Investment Advisors sold 26,262 Wells Fargo shares in Q1 2026, an estimated $2.26M.
  • Wells Fargo made up 0.06% of Concurrent Investment Advisors's portfolio in Q1 2026, its #339 holding.
  • Concurrent Investment Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Wells Fargo position peaked at $8.95M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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