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Elk River Wealth Management’s Wells Fargo WFC Stock Holding History

Elk River Wealth Management’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 		$234K Buy
2,938
+138
+5% +$11.9K 0.04% 97
2025
Q4 		$261K Hold
2,800
– – 0.04% 94
2025
Q3 		$235K Hold
2,800
– – 0.04% 99
2025
Q2 		$224K Hold
2,800
– – 0.04% 93
2025
Q1 		$201K Buy
+2,800
New +$210K 0.04% 93

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

Elk River Wealth Management's WFC Position: Q1 2026 in Review

Elk River Wealth Management increased its Wells Fargo (WFC) stake by 4.9% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,938 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #97.

Elk River Wealth Management first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Elk River Wealth Management held 2,938 shares of Wells Fargo worth $234K as of Q1 2026.
  • Elk River Wealth Management bought 138 Wells Fargo shares in Q1 2026, an estimated $11.9K.
  • Wells Fargo made up 0.04% of Elk River Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Elk River Wealth Management first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Elk River Wealth Management's Wells Fargo position peaked at $261K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.