Empower Advisory Group
WFC icon

Empower Advisory Group’s Wells Fargo WFC Stock Holding History

Empower Advisory Group’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 		$9.31M Sell
116,989
-5,223
-4% -$449K 0.02% 169
2025
Q4 		$11.4M Buy
122,212
+9,778
+9% +$849K 0.03% 169
2025
Q3 		$9.42M Buy
112,434
+10,578
+10% +$858K 0.03% 170
2025
Q2 		$8.16M Buy
101,856
+18,562
+22% +$1.34M 0.02% 168
2025
Q1 		$5.98M Sell
83,294
-11,787
-12% -$885K 0.02% 176
2024
Q4 		$6.68M Buy
95,081
+15,473
+19% +$1.06M 0.02% 177
2024
Q3 		$4.5M Buy
79,608
+8,222
+12% +$465K 0.02% 180
2024
Q2 		$4.24M Buy
71,386
+5,815
+9% +$343K 0.02% 180
2024
Q1 		$3.8M Buy
65,571
+9,936
+18% +$520K 0.01% 184
2023
Q4 		$2.74M Buy
55,635
+23,209
+72% +$1M 0.01% 199
2023
Q3 		$1.32M Sell
32,426
-2,900
-8% -$125K 0.01% 214
2023
Q2 		$1.51M Buy
35,326
+16,996
+93% +$684K 0.01% 221
2023
Q1 		$691K Buy
+18,330
New +$799K ﹤0.01% 271

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

Empower Advisory Group's WFC Position: Q1 2026 in Review

Empower Advisory Group reduced its Wells Fargo (WFC) stake by 4.3% in Q1 2026, selling an estimated $449K and leaving 116,989 shares worth $9.31M. The position accounts for 0.02% of the portfolio, ranked #169.

Empower Advisory Group first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Empower Advisory Group held 116,989 shares of Wells Fargo worth $9.31M as of Q1 2026.
  • Empower Advisory Group sold 5,223 Wells Fargo shares in Q1 2026, an estimated $449K.
  • Wells Fargo made up 0.02% of Empower Advisory Group's portfolio in Q1 2026, its #169 holding.
  • Empower Advisory Group first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Wells Fargo position peaked at $11.4M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.