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Echo45 Advisors’s Wells Fargo WFC Stock Holding History

Echo45 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
-2,433
Closed -$227K – 79
2025
Q4 		$227K Buy
+2,433
New +$211K 0.13% 65
2024
Q2 		– Sell
-3,522
Closed -$204K – 52
2024
Q1 		$204K Buy
+3,522
New +$184K 0.15% 47

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Echo45 Advisors's WFC Position: Q1 2026 in Review

Echo45 Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,433 shares — an estimated $227K sold.

Echo45 Advisors first reported a position in WFC in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Echo45 Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Echo45 Advisors sold 2,433 Wells Fargo shares in Q1 2026, an estimated $227K.
  • Echo45 Advisors first reported a position in Wells Fargo in Q1 2024 and held it in 2 quarters.
  • Echo45 Advisors's Wells Fargo position peaked at $227K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Echo45 Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.