D'Orazio & Associates’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 | $278K | Buy |
3,498
+20
| +0.6% | +$1.72K | 0.04% | 212 |
|
|
2025
Q4 | $324K | Buy |
3,478
+42
| +1% | +$3.65K | 0.04% | 174 |
|
|
2025
Q3 | $288K | Buy |
3,436
+118
| +4% | +$9.57K | 0.04% | 195 |
|
|
2025
Q2 | $266K | Sell |
3,318
-2
| -0.1% | -$144 | 0.04% | 192 |
|
|
2025
Q1 | $238K | Buy |
+3,320
| New | +$249K | 0.04% | 201 |
|
|
2022
Q4 | – | Sell |
-6,152
| Closed | -$247K | – | 159 |
|
|
2022
Q3 | $247K | Buy |
+6,152
| New | +$264K | 0.07% | 105 |
|
|
2021
Q4 | – | Sell |
-1,025
| Closed | -$48K | – | 707 |
|
|
2021
Q3 | $48K | Sell |
1,025
-1,536
| -60% | -$71.1K | 0.01% | 209 |
|
|
2021
Q2 | $116K | Buy |
2,561
+1
| +0% | +$45 | 0.03% | 117 |
|
|
2021
Q1 | $100K | Buy |
2,560
+1
| +0% | +$35 | 0.03% | 121 |
|
|
2020
Q4 | $77K | Buy |
2,559
+1
| +0% | +$26 | 0.02% | 122 |
|
|
2020
Q3 | $60K | Buy |
2,558
+2
| +0.1% | +$49 | 0.02% | 128 |
|
|
2020
Q2 | $65K | Buy |
2,556
+7
| +0.3% | +$192 | 0.03% | 118 |
|
|
2020
Q1 | $73K | Buy |
2,549
+5
| +0.2% | +$213 | 0.04% | 104 |
|
|
2019
Q4 | $137K | Buy |
2,544
+3
| +0.1% | +$157 | 0.04% | 89 |
|
|
2019
Q3 | $128K | Buy |
2,541
+5
| +0.2% | +$236 | 0.04% | 89 |
|
|
2019
Q2 | $120K | Sell |
2,536
-57
| -2% | -$2.67K | 0.03% | 91 |
|
|
2019
Q1 | $125K | Buy |
2,593
+2,214
| +584% | +$109K | 0.04% | 88 |
|
|
2018
Q4 | $17K | Buy |
379
+3
| +0.8% | +$154 | 0.01% | 188 |
|
|
2018
Q3 | $20K | Buy |
376
+2
| +0.5% | +$114 | 0.01% | 181 |
|
|
2018
Q2 | $21K | Buy |
374
+3
| +0.8% | +$161 | 0.01% | 168 |
|
|
2018
Q1 | $19K | Sell |
371
-161
| -30% | -$9.56K | 0.01% | 173 |
|
|
2017
Q4 | $32K | Buy |
532
+166
| +45% | +$9.38K | 0.01% | 156 |
|
|
2017
Q3 | $20K | Sell |
366
-497
| -58% | -$26.4K | 0.01% | 161 |
|
|
2017
Q2 | $48K | Sell |
863
-48
| -5% | -$2.57K | 0.02% | 127 |
|
|
2017
Q1 | $51K | Buy |
911
+3
| +0.3% | +$170 | 0.02% | 118 |
|
|
2016
Q4 | $50K | Buy |
908
+2
| +0.2% | +$101 | 0.02% | 110 |
|
|
2016
Q3 | $40K | Buy |
906
+455
| +101% | +$21.8K | 0.02% | 123 |
|
|
2016
Q2 | $21K | Buy |
451
+150
| +50% | +$7.31K | 0.01% | 169 |
|
|
2016
Q1 | $14K | Buy |
301
+50
| +20% | +$2.45K | 0.01% | 201 |
|
|
2015
Q4 | $14K | Sell |
251
-202
| -45% | -$11K | 0.01% | 174 |
|
|
2015
Q3 | $25K | Buy |
453
+208
| +85% | +$11.4K | 0.01% | 132 |
|
|
2015
Q2 | $14K | Hold |
245
| – | – | 0.01% | 166 |
|
|
2015
Q1 | $13K | Hold |
245
| – | – | 0.01% | 177 |
|
|
2014
Q4 | $13K | Hold |
245
| – | – | 0.01% | 161 |
|
|
2014
Q3 | $13K | Hold |
245
| – | – | 0.01% | 167 |
|
|
2014
Q2 | $13K | Hold |
245
| – | – | 0.01% | 169 |
|
|
2014
Q1 | $12K | Hold |
245
| – | – | 0.01% | 168 |
|
|
2013
Q4 | $11K | Buy |
+245
| New | +$10.6K | 0.01% | 160 |
|
Other funds holding WFC
VCM
VPM
D'Orazio & Associates's WFC Position: Q1 2026 in Review
D'Orazio & Associates increased its Wells Fargo (WFC) stake by 0.58% in Q1 2026, buying an estimated $1.72K and bringing the position to 3,498 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #212.
D'Orazio & Associates first reported a position in WFC in Q4 2013 and has held it in 38 quarters since. The position peaked at $324K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- D'Orazio & Associates held 3,498 shares of Wells Fargo worth $278K as of Q1 2026.
- D'Orazio & Associates bought 20 Wells Fargo shares in Q1 2026, an estimated $1.72K.
- Wells Fargo made up 0.04% of D'Orazio & Associates's portfolio in Q1 2026, its #212 holding.
- D'Orazio & Associates first reported a position in Wells Fargo in Q4 2013 and has held it in 38 quarters since.
- D'Orazio & Associates's Wells Fargo position peaked at $324K in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.