Delos Wealth Advisors’s Wells Fargo WFC Stock Holding History

Delos Wealth Advisors’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	–	Sell	-26	Closed	-$2.42K	–	319
2025 Q4	$2.42K	Sell	26 -1,414	-98%	-$123K	﹤0.01%	225
2025 Q3	$121K	Buy	1,440 +1,414	+5,438%	+$115K	0.08%	73
2025 Q2	$2.08K	Buy	+26	New	+$1.88K	﹤0.01%	228
2024 Q3	–	Sell	-79	Closed	-$4.69K	–	361
2024 Q2	$4.69K	Hold	79	–	–	﹤0.01%	158
2024 Q1	$4.58K	Buy	79 +29	+58%	+$1.52K	0.01%	160
2023 Q4	$2.46K	Hold	50	–	–	﹤0.01%	131
2023 Q3	$2.06K	Hold	50	–	–	﹤0.01%	177
2023 Q2	$2.13K	Hold	50	–	–	﹤0.01%	175
2023 Q1	$1.87K	Hold	50	–	–	﹤0.01%	193
2022 Q4	$2.06K	Hold	50	–	–	﹤0.01%	205
2022 Q3	$2K	Buy	+50	New	+$2.15K	﹤0.01%	202
2022 Q2	–	Sell	-250	Closed	-$12K	–	269
2022 Q1	$12K	Hold	250	–	–	0.01%	158
2021 Q4	$12K	Buy	+250	New	+$12.3K	0.01%	193

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

Delos Wealth Advisors's WFC Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 26 shares — an estimated $2.42K sold.

Delos Wealth Advisors first reported a position in WFC in Q4 2021 and held it in 13 quarters. The position peaked at $121K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Delos Wealth Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 26 Wells Fargo shares in Q1 2026, an estimated $2.42K.
Delos Wealth Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 13 quarters.
Delos Wealth Advisors's Wells Fargo position peaked at $121K in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.