Delap Wealth Advisory’s Wells Fargo WFC Stock Holding History

Delap Wealth Advisory’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	$1.43M	Sell	17,987 -417	-2%	-$35.8K	0.54%	34
2025 Q4	$1.72M	Buy	18,404 +417	+2%	+$36.2K	0.66%	29
2025 Q3	$1.45M	Buy	17,987 +650	+4%	+$52.7K	0.61%	31
2025 Q2	$1.39M	Sell	17,337 -825	-5%	-$59.5K	0.67%	30
2025 Q1	$1.3M	Hold	18,162	–	–	0.73%	28
2024 Q4	$1.28M	Sell	18,162 -188	-1%	-$12.8K	0.76%	30
2024 Q3	$1.04M	Hold	18,350	–	–	0.66%	29
2024 Q2	$1.09M	Sell	18,350 -4,868	-21%	-$287K	0.5%	31
2024 Q1	$1.35M	Sell	23,218 -14,196	-38%	-$743K	0.54%	35
2023 Q4	$1.84M	Buy	37,414 +19,064	+104%	+$823K	0.83%	26
2023 Q3	$750K	Buy	18,350 +619	+3%	+$26.7K	0.72%	24
2023 Q2	$757K	Sell	17,731 -619	-3%	-$24.9K	0.74%	22
2023 Q1	$686K	Buy	+18,350	New	+$800K	0.7%	25

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

Delap Wealth Advisory's WFC Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Wells Fargo (WFC) stake by 2.3% in Q1 2026, selling an estimated $35.8K and leaving 17,987 shares worth $1.43M. The position accounts for 0.54% of the portfolio, ranked #34.

Delap Wealth Advisory first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Delap Wealth Advisory held 17,987 shares of Wells Fargo worth $1.43M as of Q1 2026.
Delap Wealth Advisory sold 417 Wells Fargo shares in Q1 2026, an estimated $35.8K.
Wells Fargo made up 0.54% of Delap Wealth Advisory's portfolio in Q1 2026, its #34 holding.
Delap Wealth Advisory first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Delap Wealth Advisory's Wells Fargo position peaked at $1.84M in Q4 2023.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.