CWM
WFC icon

Consultiva Wealth Management’s Wells Fargo WFC Stock Holding History

Consultiva 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 		$16.5K Hold
207
– – 0.05% 175
2025
Q4 		$19.3K Hold
207
– – 0.05% 160
2025
Q3 		$17.4K Hold
207
– – 0.05% 175
2025
Q2 		$16.6K Hold
207
– – 0.05% 183
2025
Q1 		$14.9K Hold
207
– – 0.05% 184
2024
Q4 		$14.5K Buy
+207
New +$14.1K 0.07% 112

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

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

Consultiva Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 207 shares worth $16.5K. The position accounts for 0.05% of the portfolio, ranked #175.

Consultiva Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Consultiva Wealth Management held 207 shares of Wells Fargo worth $16.5K as of Q1 2026.
  • Consultiva Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.05% of Consultiva Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Consultiva Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Wells Fargo position peaked at $19.3K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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