Correct Capital Wealth Management’s Wells Fargo WFC Stock Holding History

Correct Capital 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	$971K	Buy	12,197 +645	+6%	+$55.4K	0.18%	62
2025 Q4	$1.08M	Hold	11,552	–	–	0.2%	57
2025 Q3	$968K	Hold	11,552	–	–	0.16%	66
2025 Q2	$926K	Hold	11,552	–	–	0.14%	63
2025 Q1	$829K	Sell	11,552 -19	-0.2%	-$1.43K	0.13%	62
2024 Q4	$813K	Sell	11,571 -46	-0.4%	-$3.14K	0.16%	62
2024 Q3	$656K	Hold	11,617	–	–	0.15%	66
2024 Q2	$690K	Sell	11,617 -34	-0.3%	-$2.01K	0.16%	62
2024 Q1	$675K	Hold	11,651	–	–	0.16%	73
2023 Q4	$573K	Buy	+11,651	New	+$503K	0.15%	73

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

Correct Capital Wealth Management's WFC Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Wells Fargo (WFC) stake by 5.6% in Q1 2026, buying an estimated $55.4K and bringing the position to 12,197 shares worth $971K. The position accounts for 0.18% of the portfolio, ranked #62.

Correct Capital Wealth Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Correct Capital Wealth Management held 12,197 shares of Wells Fargo worth $971K as of Q1 2026.
Correct Capital Wealth Management bought 645 Wells Fargo shares in Q1 2026, an estimated $55.4K.
Wells Fargo made up 0.18% of Correct Capital Wealth Management's portfolio in Q1 2026, its #62 holding.
Correct Capital Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Wells Fargo position peaked at $1.08M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.