Cornerstone Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $658K | Buy |
8,266
+502
| +6% | +$43.1K | 0.06% | 133 |
|
|
2025
Q4 | $724K | Buy |
7,764
+164
| +2% | +$14.2K | 0.07% | 116 |
|
|
2025
Q3 | $637K | Buy |
7,600
+157
| +2% | +$12.7K | 0.06% | 134 |
|
|
2025
Q2 | $596K | Buy |
7,443
+140
| +2% | +$10.1K | 0.06% | 137 |
|
|
2025
Q1 | $537K | Sell |
7,303
-265
| -4% | -$19.9K | 0.06% | 136 |
|
|
2024
Q4 | $605K | Buy |
7,568
+241
| +3% | +$16.5K | 0.07% | 128 |
|
|
2024
Q3 | $414K | Buy |
7,327
+82
| +1% | +$4.64K | 0.05% | 144 |
|
|
2024
Q2 | $430K | Buy |
7,245
+31
| +0.4% | +$1.83K | 0.06% | 136 |
|
|
2024
Q1 | $418K | Sell |
7,214
-861
| -11% | -$45K | 0.06% | 154 |
|
|
2023
Q4 | $397K | Buy |
8,075
+698
| +9% | +$30.1K | 0.06% | 156 |
|
|
2023
Q3 | $301K | Sell |
7,377
-1,546
| -17% | -$66.7K | 0.05% | 173 |
|
|
2023
Q2 | $381K | Sell |
8,923
-759
| -8% | -$30.6K | 0.07% | 148 |
|
|
2023
Q1 | $362K | Buy |
9,682
+1,702
| +21% | +$74.2K | 0.07% | 154 |
|
|
2022
Q4 | $330K | Sell |
7,980
-466
| -6% | -$20.6K | 0.06% | 155 |
|
|
2022
Q3 | $340K | Buy |
8,446
+23
| +0.3% | +$988 | 0.08% | 141 |
|
|
2022
Q2 | $330K | Buy |
8,423
+97
| +1% | +$4.26K | 0.08% | 140 |
|
|
2022
Q1 | $404K | Sell |
8,326
-71
| -0.8% | -$3.8K | 0.06% | 171 |
|
|
2021
Q4 | $403K | Buy |
8,397
+187
| +2% | +$9.21K | 0.06% | 191 |
|
|
2021
Q3 | $381K | Buy |
8,210
+5
| +0.1% | +$231 | 0.06% | 179 |
|
|
2021
Q2 | $372K | Buy |
8,205
+2
| +0% | +$89 | 0.06% | 171 |
|
|
2021
Q1 | $321K | Sell |
8,203
-997
| -11% | -$35.3K | 0.06% | 173 |
|
|
2020
Q4 | $278K | Sell |
9,200
-847
| -8% | -$21.9K | 0.06% | 176 |
|
|
2020
Q3 | $236K | Sell |
10,047
-3,057
| -23% | -$75.3K | 0.06% | 167 |
|
|
2020
Q2 | $335K | Buy |
13,104
+2,033
| +18% | +$55.6K | 0.09% | 135 |
|
|
2020
Q1 | $318K | Buy |
11,071
+2,327
| +27% | +$98.9K | 0.1% | 119 |
|
|
2019
Q4 | $470K | Sell |
8,744
-717
| -8% | -$37.6K | 0.1% | 118 |
|
|
2019
Q3 | $477K | Buy |
9,461
+1,315
| +16% | +$61.9K | 0.1% | 111 |
|
|
2019
Q2 | $385K | Sell |
8,146
-211
| -3% | -$9.87K | 0.08% | 120 |
|
|
2019
Q1 | $404K | Sell |
8,357
-1,853
| -18% | -$91.1K | 0.09% | 114 |
|
|
2018
Q4 | $470K | Buy |
10,210
+213
| +2% | +$10.9K | 0.12% | 101 |
|
|
2018
Q3 | $525K | Sell |
9,997
-1,447
| -13% | -$82.6K | 0.16% | 91 |
|
|
2018
Q2 | $634K | Sell |
11,444
-550
| -5% | -$29.5K | 0.21% | 76 |
|
|
2018
Q1 | $629K | Sell |
11,994
-2,691
| -18% | -$160K | 0.23% | 74 |
|
|
2017
Q4 | $891K | Buy |
14,685
+83
| +0.6% | +$4.69K | 0.31% | 67 |
|
|
2017
Q3 | $805K | Sell |
14,602
-1,037
| -7% | -$55.1K | 0.27% | 64 |
|
|
2017
Q2 | $867K | Buy |
15,639
+1,386
| +10% | +$74.3K | 0.29% | 62 |
|
|
2017
Q1 | $793K | Sell |
14,253
-197
| -1% | -$11.2K | 0.4% | 38 |
|
|
2016
Q4 | $796K | Sell |
14,450
-58
| -0.4% | -$2.92K | 0.6% | 31 |
|
|
2016
Q3 | $642K | Buy |
14,508
+50
| +0.3% | +$2.39K | 0.53% | 31 |
|
|
2016
Q2 | $684K | Buy |
14,458
+157
| +1% | +$7.65K | 0.58% | 27 |
|
|
2016
Q1 | $692K | Sell |
14,301
-66
| -0.5% | -$3.23K | 0.59% | 26 |
|
|
2015
Q4 | $781K | Buy |
+14,367
| New | +$780K | 0.67% | 23 |
|
Other funds holding WFC
VCM
VPM
Cornerstone Advisory's WFC Position: Q1 2026 in Review
Cornerstone Advisory increased its Wells Fargo (WFC) stake by 6.5% in Q1 2026, buying an estimated $43.1K and bringing the position to 8,266 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #133.
Cornerstone Advisory first reported a position in WFC in Q4 2015 and has held it in 42 quarters since. The position peaked at $891K in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Cornerstone Advisory held 8,266 shares of Wells Fargo worth $658K as of Q1 2026.
- Cornerstone Advisory bought 502 Wells Fargo shares in Q1 2026, an estimated $43.1K.
- Wells Fargo made up 0.06% of Cornerstone Advisory's portfolio in Q1 2026, its #133 holding.
- Cornerstone Advisory first reported a position in Wells Fargo in Q4 2015 and has held it in 42 quarters since.
- Cornerstone Advisory's Wells Fargo position peaked at $891K in Q4 2017.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.