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Entruity Wealth’s Wells Fargo WFC Stock Holding History

Entruity Wealth’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 		$846K Sell
10,626
-565
-5% -$48.5K 0.57% 32
2025
Q4 		$1.04M Sell
11,191
-585
-5% -$50.8K 0.74% 29
2025
Q3 		$987K Sell
11,776
-535
-4% -$43.4K 0.77% 30
2025
Q2 		$986K Sell
12,311
-610
-5% -$44K 0.84% 29
2025
Q1 		$928K Sell
12,921
-350
-3% -$26.3K 0.87% 29
2024
Q4 		$932K Buy
+13,271
New +$906K 0.92% 28

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

Entruity Wealth's WFC Position: Q1 2026 in Review

Entruity Wealth reduced its Wells Fargo (WFC) stake by 5% in Q1 2026, selling an estimated $48.5K and leaving 10,626 shares worth $846K. The position accounts for 0.57% of the portfolio, ranked #32.

Entruity Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Entruity Wealth held 10,626 shares of Wells Fargo worth $846K as of Q1 2026.
  • Entruity Wealth sold 565 Wells Fargo shares in Q1 2026, an estimated $48.5K.
  • Wells Fargo made up 0.57% of Entruity Wealth's portfolio in Q1 2026, its #32 holding.
  • Entruity Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Entruity Wealth's Wells Fargo position peaked at $1.04M in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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