Connecticut Wealth Management’s Wells Fargo WFC Stock Holding History

Connecticut 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	$589K	Buy	7,401 +274	+4%	+$23.5K	0.02%	213
2025 Q4	$664K	Sell	7,127 -23	-0.3%	-$2K	0.03%	197
2025 Q3	$599K	Sell	7,150 -76	-1%	-$6.16K	0.03%	215
2025 Q2	$579K	Sell	7,226 -226	-3%	-$16.3K	0.03%	207
2025 Q1	$535K	Sell	7,452 -149	-2%	-$11.2K	0.03%	205
2024 Q4	$534K	Buy	7,601 +113	+2%	+$7.71K	0.03%	180
2024 Q3	$423K	Buy	7,488 +2,671	+55%	+$151K	0.02%	233
2024 Q2	$286K	Buy	+4,817	New	+$284K	0.01%	272
2024 Q1	–	Sell	-4,283	Closed	-$211K	–	334
2023 Q4	$211K	Buy	+4,283	New	+$185K	0.01%	309

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

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

Connecticut Wealth Management increased its Wells Fargo (WFC) stake by 3.8% in Q1 2026, buying an estimated $23.5K and bringing the position to 7,401 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #213.

Connecticut Wealth Management first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $664K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Connecticut Wealth Management held 7,401 shares of Wells Fargo worth $589K as of Q1 2026.
Connecticut Wealth Management bought 274 Wells Fargo shares in Q1 2026, an estimated $23.5K.
Wells Fargo made up 0.02% of Connecticut Wealth Management's portfolio in Q1 2026, its #213 holding.
Connecticut Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
Connecticut Wealth Management's Wells Fargo position peaked at $664K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.