EW
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Element Wealth’s Wells Fargo WFC Stock Holding History

Element Wealth’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 		$865K Sell
10,869
-232
-2% -$19.9K 0.36% 69
2025
Q4 		$1.03M Sell
11,101
-107
-1% -$9.29K 0.43% 62
2025
Q3 		$939K Sell
11,208
-92
-0.8% -$7.46K 0.41% 63
2025
Q2 		$905K Sell
11,300
-556
-5% -$40.1K 0.42% 58
2025
Q1 		$851K Sell
11,856
-195
-2% -$14.6K 0.46% 52
2024
Q4 		$846K Sell
12,051
-191
-2% -$13K 0.44% 50
2024
Q3 		$692K Sell
12,242
-186
-1% -$10.5K 0.37% 55
2024
Q2 		$738K Sell
12,428
-382
-3% -$22.6K 0.42% 48
2024
Q1 		$742K Sell
12,810
-3,079
-19% -$161K 0.43% 45
2023
Q4 		$782K Sell
15,889
-1
-0% -$43 0.49% 41
2023
Q3 		$649K Buy
15,890
+171
+1% +$7.38K 0.47% 42
2023
Q2 		$671K Sell
15,719
-319
-2% -$12.8K 0.47% 39
2023
Q1 		$599K Buy
16,038
+92
+0.6% +$4.01K 0.45% 40
2022
Q4 		$658K Sell
15,946
-130
-0.8% -$5.75K 0.54% 34
2022
Q3 		$647K Buy
16,076
+455
+3% +$19.5K 0.6% 25
2022
Q2 		$612K Buy
15,621
+482
+3% +$21.2K 0.61% 31
2022
Q1 		$734K Sell
15,139
-625
-4% -$33.5K 0.59% 29
2021
Q4 		$756K Sell
15,764
-128
-0.8% -$6.3K 0.57% 29
2021
Q3 		$738K Sell
15,892
-30
-0.2% -$1.39K 0.59% 27
2021
Q2 		$721K Buy
15,922
+209
+1% +$9.33K 0.56% 28
2021
Q1 		$614K Sell
15,713
-168
-1% -$5.95K 0.51% 29
2020
Q4 		$479K Buy
15,881
+16
+0.1% +$414 0.44% 44
2020
Q3 		$373K Buy
15,865
+3,168
+25% +$78.1K 0.4% 48
2020
Q2 		$325K Buy
12,697
+3,619
+40% +$99K 0.37% 51
2020
Q1 		$261K Buy
+9,078
New +$386K 0.36% 52

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

Element Wealth's WFC Position: Q1 2026 in Review

Element Wealth reduced its Wells Fargo (WFC) stake by 2.1% in Q1 2026, selling an estimated $19.9K and leaving 10,869 shares worth $865K. The position accounts for 0.36% of the portfolio, ranked #69.

Element Wealth first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.03M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Element Wealth held 10,869 shares of Wells Fargo worth $865K as of Q1 2026.
  • Element Wealth sold 232 Wells Fargo shares in Q1 2026, an estimated $19.9K.
  • Wells Fargo made up 0.36% of Element Wealth's portfolio in Q1 2026, its #69 holding.
  • Element Wealth first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
  • Element Wealth's Wells Fargo position peaked at $1.03M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.