Consilium Wealth Advisory’s Wells Fargo WFC Stock Holding History

Consilium Wealth Advisory’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	$12.3M	Sell	154,496 -11,906	-7%	-$1.02M	4.2%	6
2025 Q4	$15.5M	Sell	166,402 -680	-0.4%	-$59K	5.72%	5
2025 Q3	$14M	Sell	167,082 -9,846	-6%	-$798K	5.4%	5
2025 Q2	$14.2M	Buy	176,928 +503	+0.3%	+$36.3K	5.98%	5
2025 Q1	$12.7M	Buy	176,425 +5,407	+3%	+$406K	6.35%	4
2024 Q4	$12M	Buy	171,018 +14,740	+9%	+$1.01M	5.73%	4
2024 Q3	$8.83M	Buy	156,278 +646	+0.4%	+$36.5K	4.82%	5
2024 Q2	$9.24M	Sell	155,632 -8,605	-5%	-$508K	5.05%	5
2024 Q1	$9.52M	Sell	164,237 -5,054	-3%	-$264K	5.36%	4
2023 Q4	$8.33M	Sell	169,291 -1,921	-1%	-$82.9K	5.01%	4
2023 Q3	$7M	Sell	171,212 -12,594	-7%	-$544K	4.9%	4
2023 Q2	$7.84M	Buy	183,806 +385	+0.2%	+$15.5K	5.44%	4
2023 Q1	$6.86M	Sell	183,421 -4,700	-2%	-$205K	5.85%	4
2022 Q4	$7.77M	Sell	188,121 -5,773	-3%	-$256K	6.62%	4
2022 Q3	$7.8M	Sell	193,894 -249	-0.1%	-$10.7K	8.69%	2
2022 Q2	$7.61M	Sell	194,143 -1,098	-0.6%	-$48.2K	8.19%	2
2022 Q1	$9.46M	Sell	195,241 -705	-0.4%	-$37.7K	6.78%	3
2021 Q4	$9.4M	Buy	+195,946	New	+$9.65M	6.09%	4

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

Consilium Wealth Advisory's WFC Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its Wells Fargo (WFC) stake by 7.2% in Q1 2026, selling an estimated $1.02M and leaving 154,496 shares worth $12.3M. The position accounts for 4.2% of the portfolio, ranked #6.

Consilium Wealth Advisory first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.5M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Consilium Wealth Advisory held 154,496 shares of Wells Fargo worth $12.3M as of Q1 2026.
Consilium Wealth Advisory sold 11,906 Wells Fargo shares in Q1 2026, an estimated $1.02M.
Wells Fargo made up 4.2% of Consilium Wealth Advisory's portfolio in Q1 2026, its #6 holding.
Consilium Wealth Advisory first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Wells Fargo position peaked at $15.5M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.