Destination Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $869K | Buy |
10,913
+6,202
| +132% | +$533K | 0.02% | 158 |
|
|
2025
Q4 | $439K | Sell |
4,711
-193
| -4% | -$16.8K | 0.01% | 212 |
|
|
2025
Q3 | $411K | Buy |
4,904
+613
| +14% | +$49.7K | 0.01% | 194 |
|
|
2025
Q2 | $344K | Sell |
4,291
-495
| -10% | -$35.7K | 0.01% | 205 |
|
|
2025
Q1 | $344K | Sell |
4,786
-4,145
| -46% | -$311K | 0.01% | 196 |
|
|
2024
Q4 | $627K | Buy |
8,931
+4,118
| +86% | +$281K | 0.02% | 142 |
|
|
2024
Q3 | $272K | Sell |
4,813
-3,208
| -40% | -$181K | 0.01% | 198 |
|
|
2024
Q2 | $476K | Buy |
+8,021
| New | +$474K | 0.02% | 152 |
|
|
2022
Q3 | – | Sell |
-7,198
| Closed | -$282K | – | 202 |
|
|
2022
Q2 | $282K | Buy |
7,198
+158
| +2% | +$6.93K | 0.01% | 171 |
|
|
2022
Q1 | $341K | Buy |
+7,040
| New | +$377K | 0.01% | 152 |
|
|
2021
Q3 | – | Sell |
-6,040
| Closed | -$274K | – | 186 |
|
|
2021
Q2 | $274K | Buy |
+6,040
| New | +$270K | 0.01% | 164 |
|
|
2019
Q3 | – | Sell |
-4,191
| Closed | -$198K | – | 510 |
|
|
2019
Q2 | $198K | Buy |
4,191
+1,724
| +70% | +$80.6K | 0.01% | 141 |
|
|
2019
Q1 | $119K | Sell |
2,467
-668
| -21% | -$32.9K | 0.01% | 176 |
|
|
2018
Q4 | $144K | Buy |
3,135
+43
| +1% | +$2.2K | 0.01% | 157 |
|
|
2018
Q3 | $163K | Sell |
3,092
-296
| -9% | -$16.9K | 0.01% | 169 |
|
|
2018
Q2 | $188K | Sell |
3,388
-16,453
| -83% | -$881K | 0.01% | 143 |
|
|
2018
Q1 | $6.71M | Buy |
19,841
+14,786
| +293% | +$878K | 0.41% | 52 |
|
|
2017
Q4 | $307K | Sell |
5,055
-2,070
| -29% | -$117K | 0.02% | 131 |
|
|
2017
Q3 | $393K | Sell |
7,125
-5
| -0.1% | -$266 | 0.03% | 121 |
|
|
2017
Q2 | $395K | Sell |
7,130
-4,149
| -37% | -$222K | 0.03% | 118 |
|
|
2017
Q1 | $628K | Sell |
11,279
-2,058
| -15% | -$117K | 0.04% | 102 |
|
|
2016
Q4 | $735K | Buy |
13,337
+3,229
| +32% | +$162K | 0.05% | 97 |
|
|
2016
Q3 | $448K | Buy |
10,108
+970
| +11% | +$46.4K | 0.03% | 110 |
|
|
2016
Q2 | $432K | Buy |
9,138
+3,382
| +59% | +$165K | 0.04% | 106 |
|
|
2016
Q1 | $313K | Hold |
5,756
| – | – | 0.03% | 110 |
|
|
2015
Q4 | $313K | Buy |
5,756
+951
| +20% | +$51.6K | 0.03% | 110 |
|
|
2015
Q3 | $247K | Sell |
4,805
-45,979
| -91% | -$2.53M | 0.03% | 111 |
|
|
2015
Q2 | $2.86M | Buy |
50,784
+46,614
| +1,118% | +$2.6M | 0.19% | 82 |
|
|
2015
Q1 | $227K | Sell |
4,170
-180
| -4% | -$9.73K | 0.02% | 102 |
|
|
2014
Q4 | $238K | Sell |
4,350
-496
| -10% | -$26.3K | 0.02% | 108 |
|
|
2014
Q3 | $251K | Sell |
4,846
-2,680
| -36% | -$138K | 0.03% | 118 |
|
|
2014
Q2 | $396K | Buy |
7,526
+624
| +9% | +$31.4K | 0.04% | 105 |
|
|
2014
Q1 | $343K | Sell |
6,902
-5,127
| -43% | -$239K | 0.04% | 99 |
|
|
2013
Q4 | $546K | Buy |
+12,029
| New | +$520K | 0.06% | 76 |
|
Other funds holding WFC
VCM
VPM
Destination Wealth Management's WFC Position: Q1 2026 in Review
Destination Wealth Management increased its Wells Fargo (WFC) stake by 132% in Q1 2026, buying an estimated $533K and bringing the position to 10,913 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #158.
Destination Wealth Management first reported a position in WFC in Q4 2013 and has held it in 34 quarters since. The position peaked at $6.71M in Q1 2018. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Destination Wealth Management held 10,913 shares of Wells Fargo worth $869K as of Q1 2026.
- Destination Wealth Management bought 6,202 Wells Fargo shares in Q1 2026, an estimated $533K.
- Wells Fargo made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #158 holding.
- Destination Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 34 quarters since.
- Destination Wealth Management's Wells Fargo position peaked at $6.71M in Q1 2018.
- 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.