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WFC icon

Covestor’s Wells Fargo WFC Stock Holding History

Covestor’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 		$64K Sell
805
-417
-34% -$35.8K 0.04% 551
2025
Q4 		$114K Sell
1,222
-141
-10% -$12.2K 0.06% 506
2025
Q3 		$114K Sell
1,363
-170
-11% -$13.8K 0.06% 508
2025
Q2 		$123K Sell
1,533
-8
-0.5% -$577 0.07% 434
2025
Q1 		$111K Sell
1,541
-1,101
-42% -$82.7K 0.07% 423
2024
Q4 		$186K Buy
2,642
+1,316
+99% +$89.8K 0.12% 203
2024
Q3 		$75K Buy
1,326
+196
+17% +$11.1K 0.05% 688
2024
Q2 		$67K Sell
1,130
-514
-31% -$30.3K 0.04% 725
2024
Q1 		$95K Sell
1,644
-238
-13% -$12.5K 0.06% 574
2023
Q4 		$93K Buy
1,882
+689
+58% +$29.7K 0.06% 546
2023
Q3 		$49K Sell
1,193
-2,424
-67% -$105K 0.04% 784
2023
Q2 		$155K Sell
3,617
-858
-19% -$34.5K 0.12% 223
2023
Q1 		$167K Buy
4,475
+742
+20% +$32.3K 0.15% 167
2022
Q4 		$154K Sell
3,733
-344
-8% -$15.2K 0.13% 203
2022
Q3 		$164K Sell
4,077
-1,711
-30% -$73.5K 0.14% 128
2022
Q2 		$227K Buy
5,788
+2,001
+53% +$87.8K 0.18% 88
2022
Q1 		$184K Buy
3,787
+2,204
+139% +$118K 0.12% 179
2021
Q4 		$76K Buy
+1,583
New +$77.9K 0.11% 300

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

Covestor's WFC Position: Q1 2026 in Review

Covestor reduced its Wells Fargo (WFC) stake by 34% in Q1 2026, selling an estimated $35.8K and leaving 805 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #551.

Covestor first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $227K in Q2 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Covestor held 805 shares of Wells Fargo worth $64K as of Q1 2026.
  • Covestor sold 417 Wells Fargo shares in Q1 2026, an estimated $35.8K.
  • Wells Fargo made up 0.04% of Covestor's portfolio in Q1 2026, its #551 holding.
  • Covestor first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Wells Fargo position peaked at $227K in Q2 2022.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.