Cranbrook Wealth Management’s Wells Fargo WFC Stock Holding History

Cranbrook 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	$107K	Hold	1,350	–	–	0.02%	153
2025 Q4	$126K	Sell	1,350 -75	-5%	-$6.51K	0.02%	149
2025 Q3	$119K	Hold	1,425	–	–	0.02%	152
2025 Q2	$114K	Sell	1,425 -124	-8%	-$8.94K	0.02%	153
2025 Q1	$111K	Buy	1,549 +124	+9%	+$9.31K	0.03%	140
2024 Q4	$100K	Hold	1,425	–	–	0.02%	152
2024 Q3	$80.5K	Hold	1,425	–	–	0.02%	162
2024 Q2	$84.6K	Hold	1,425	–	–	0.02%	155
2024 Q1	$82.6K	Hold	1,425	–	–	0.02%	135
2023 Q4	$70.1K	Buy	1,425 +150	+12%	+$6.47K	0.02%	142
2023 Q3	$52.1K	Hold	1,275	–	–	0.02%	150
2023 Q2	$54.4K	Hold	1,275	–	–	0.02%	152
2023 Q1	$47.7K	Hold	1,275	–	–	0.01%	159
2022 Q4	$52.6K	Hold	1,275	–	–	0.01%	153
2022 Q3	$51K	Hold	1,275	–	–	0.01%	166
2022 Q2	$50K	Hold	1,275	–	–	0.01%	169
2022 Q1	$62K	Hold	1,275	–	–	0.01%	166
2021 Q4	$61K	Hold	1,275	–	–	0.01%	162
2021 Q3	$59K	Hold	1,275	–	–	0.01%	170
2021 Q2	$58K	Sell	1,275 -470	-27%	-$21K	0.01%	167
2021 Q1	$68K	Sell	1,745 -620	-26%	-$21.9K	0.02%	156
2020 Q4	$71K	Buy	2,365 +1,090	+85%	+$28.2K	0.02%	140
2020 Q3	$30K	Hold	1,275	–	–	0.01%	166
2020 Q2	$33K	Sell	1,275 -69	-5%	-$1.89K	0.01%	155
2020 Q1	$39K	Hold	1,344	–	–	0.01%	142
2019 Q4	$72K	Hold	1,344	–	–	0.02%	124
2019 Q3	$68K	Hold	1,344	–	–	0.02%	122
2019 Q2	$64K	Hold	1,344	–	–	0.02%	117
2019 Q1	$65K	Hold	1,344	–	–	0.02%	119
2018 Q4	$62K	Hold	1,344	–	–	0.02%	115
2018 Q3	$71K	Hold	1,344	–	–	0.03%	105
2018 Q2	$75K	Hold	1,344	–	–	0.03%	104
2018 Q1	$70K	Hold	1,344	–	–	0.03%	103
2017 Q4	$82K	Hold	1,344	–	–	0.03%	99
2017 Q3	$74K	Hold	1,344	–	–	0.03%	96
2017 Q2	$74K	Hold	1,344	–	–	0.03%	99
2017 Q1	$75K	Hold	1,344	–	–	0.04%	91
2016 Q4	$74K	Hold	1,344	–	–	0.04%	93
2016 Q3	$60K	Hold	1,344	–	–	0.03%	92
2016 Q2	$64K	Hold	1,344	–	–	0.03%	87
2016 Q1	$65K	Hold	1,344	–	–	0.03%	92
2015 Q4	$73K	Hold	1,344	–	–	0.04%	85
2015 Q3	$69K	Hold	1,344	–	–	0.04%	92
2015 Q2	$76K	Hold	1,344	–	–	0.04%	91
2015 Q1	$73K	Hold	1,344	–	–	0.04%	92
2014 Q4	$74K	Hold	1,344	–	–	0.05%	95
2014 Q3	$70K	Hold	1,344	–	–	0.05%	76
2014 Q2	$71K	Hold	1,344	–	–	0.05%	76
2014 Q1	$67K	Sell	1,344 -84	-6%	-$3.91K	0.05%	78
2013 Q4	$65K	Buy	+1,428	New	+$61.7K	0.04%	99

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

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

Cranbrook Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 1,350 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #153.

Cranbrook Wealth Management first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $126K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cranbrook Wealth Management held 1,350 shares of Wells Fargo worth $107K as of Q1 2026.
Cranbrook Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #153 holding.
Cranbrook Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's Wells Fargo position peaked at $126K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.