Elevate Wealth Advisory’s Wells Fargo WFC Stock Holding History

Elevate Wealth Advisory’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	$622K	Buy	7,808 +33	+0.4%	+$2.83K	0.39%	39
2025 Q4	$725K	Buy	7,775 +22	+0.3%	+$1.91K	0.5%	34
2025 Q3	$650K	Sell	7,753 -1	-0%	-$81	0.47%	35
2025 Q2	$621K	Sell	7,754 -7,203	-48%	-$519K	0.44%	39
2025 Q1	$1.07M	Buy	+14,957	New	+$1.12M	0.76%	27

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

Elevate Wealth Advisory's WFC Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Wells Fargo (WFC) stake by 0.42% in Q1 2026, buying an estimated $2.83K and bringing the position to 7,808 shares worth $622K. The position accounts for 0.39% of the portfolio, ranked #39.

Elevate Wealth Advisory first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Elevate Wealth Advisory held 7,808 shares of Wells Fargo worth $622K as of Q1 2026.
Elevate Wealth Advisory bought 33 Wells Fargo shares in Q1 2026, an estimated $2.83K.
Wells Fargo made up 0.39% of Elevate Wealth Advisory's portfolio in Q1 2026, its #39 holding.
Elevate Wealth Advisory first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
Elevate Wealth Advisory's Wells Fargo position peaked at $1.07M in Q1 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.