Ellevest Inc’s Wells Fargo WFC Stock Holding History

Ellevest Inc’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	$246K	Hold	3,092	–	–	0.03%	364
2025 Q4	$288K	Sell	3,092 -19	-0.6%	-$1.65K	0.04%	336
2025 Q3	$261K	Sell	3,111 -1,568	-34%	-$127K	0.04%	362
2025 Q2	$375K	Sell	4,679 -452	-9%	-$32.6K	0.06%	256
2025 Q1	$368K	Buy	5,131 +2	+0%	+$150	0.02%	248
2024 Q4	$360K	Sell	5,129 -2	-0%	-$137	0.02%	274
2024 Q3	$290K	Buy	5,131 +21	+0.4%	+$1.19K	0.02%	334
2024 Q2	$303K	Sell	5,110 -127	-2%	-$7.5K	0.02%	311
2024 Q1	$304K	Buy	+5,237	New	+$274K	0.02%	307
2023 Q2	–	Sell	-728	Closed	-$27.2K	–	1625
2023 Q1	$27.2K	Buy	+728	New	+$31.7K	﹤0.01%	767
2020 Q1	–	Sell	-142	Closed	-$8K	–	1318
2019 Q4	$8K	Hold	142	–	–	﹤0.01%	558
2019 Q3	$7K	Sell	142 -74	-34%	-$3.49K	﹤0.01%	252
2019 Q2	$10K	Buy	+216	New	+$10.1K	﹤0.01%	255

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

Ellevest Inc's WFC Position: Q1 2026 in Review

Ellevest Inc held its Wells Fargo (WFC) position steady in Q1 2026 at 3,092 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #364.

Ellevest Inc first reported a position in WFC in Q2 2019 and has held it in 13 quarters since. The position peaked at $375K in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Ellevest Inc held 3,092 shares of Wells Fargo worth $246K as of Q1 2026.
Ellevest Inc left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #364 holding.
Ellevest Inc first reported a position in Wells Fargo in Q2 2019 and has held it in 13 quarters since.
Ellevest Inc's Wells Fargo position peaked at $375K in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.