Cornerstone Wealth Group’s Wells Fargo WFC Stock Holding History

Cornerstone Wealth Group’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	$706K	Sell	8,654 -227	-3%	-$19.5K	0.05%	194
2025 Q4	$828K	Buy	8,881 +186	+2%	+$16.1K	0.06%	170
2025 Q3	$729K	Sell	8,695 -183	-2%	-$14.8K	0.05%	168
2025 Q2	$711K	Buy	8,878 +1,357	+18%	+$97.8K	0.05%	159
2025 Q1	$540K	Buy	7,521 +1,736	+30%	+$130K	0.04%	171
2024 Q4	$406K	Buy	5,785 +334	+6%	+$22.8K	0.03%	181
2024 Q3	$308K	Sell	5,451 -430	-7%	-$24.3K	0.03%	202
2024 Q2	$349K	Buy	5,881 +842	+17%	+$49.7K	0.03%	187
2024 Q1	$292K	Buy	+5,039	New	+$264K	0.03%	195
2022 Q4	–	Sell	-5,348	Closed	-$215K	–	153
2022 Q3	$215K	Sell	5,348 -91	-2%	-$3.91K	0.05%	120
2022 Q2	$213K	Sell	5,439 -64,095	-92%	-$2.81M	0.04%	122
2022 Q1	$3.37M	Buy	+69,534	New	+$3.72M	0.62%	64

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

Cornerstone Wealth Group's WFC Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Wells Fargo (WFC) stake by 2.6% in Q1 2026, selling an estimated $19.5K and leaving 8,654 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #194.

Cornerstone Wealth Group first reported a position in WFC in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.37M in Q1 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cornerstone Wealth Group held 8,654 shares of Wells Fargo worth $706K as of Q1 2026.
Cornerstone Wealth Group sold 227 Wells Fargo shares in Q1 2026, an estimated $19.5K.
Wells Fargo made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #194 holding.
Cornerstone Wealth Group first reported a position in Wells Fargo in Q1 2022 and has held it in 12 quarters since.
Cornerstone Wealth Group's Wells Fargo position peaked at $3.37M in Q1 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.