Endowment Wealth Management’s Wells Fargo WFC Stock Holding History

Endowment 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	–	Sell	-2,829	Closed	-$264K	–	172
2025 Q4	$264K	Sell	2,829 -848	-23%	-$73.6K	0.12%	119
2025 Q3	$308K	Buy	3,677 +39	+1%	+$3.16K	0.14%	110
2025 Q2	$291K	Sell	3,638 -22	-0.6%	-$1.59K	0.15%	113
2025 Q1	$263K	Buy	3,660 +40	+1%	+$3K	0.17%	113
2024 Q4	$254K	Buy	3,620 +20	+0.6%	+$1.36K	0.17%	109
2024 Q3	$203K	Sell	3,600 -66	-2%	-$3.73K	0.13%	125
2024 Q2	$218K	Buy	3,666 +66	+2%	+$3.9K	0.16%	113
2024 Q1	$209K	Buy	+3,600	New	+$188K	0.16%	119

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

Endowment Wealth Management's WFC Position: Q1 2026 in Review

Endowment Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,829 shares — an estimated $264K sold.

Endowment Wealth Management first reported a position in WFC in Q1 2024 and held it in 8 quarters. The position peaked at $308K in Q3 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Endowment Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Endowment Wealth Management sold 2,829 Wells Fargo shares in Q1 2026, an estimated $264K.
Endowment Wealth Management first reported a position in Wells Fargo in Q1 2024 and held it in 8 quarters.
Endowment Wealth Management's Wells Fargo position peaked at $308K in Q3 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.