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EP Wealth Advisors’s Wells Fargo WFC Stock Holding History

EP Wealth Advisors’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 		$22.3M Sell
280,609
-8,314
-3% -$714K 0.11% 126
2025
Q4 		$26.9M Buy
+288,923
New +$25.1M 0.14% 105
2025
Q2 		$23.9M Buy
298,319
+58,083
+24% +$4.19M 0.16% 108
2025
Q1 		$17.2M Buy
240,236
+68,186
+40% +$5.12M 0.14% 119
2024
Q4 		$12.1M Sell
172,050
-34,281
-17% -$2.34M 0.1% 131
2024
Q3 		$11.7M Buy
206,331
+27,049
+15% +$1.53M 0.1% 131
2024
Q2 		$10.6M Buy
179,282
+51,234
+40% +$3.02M 0.11% 114
2024
Q1 		$7.42M Sell
128,048
-10,521
-8% -$550K 0.09% 133
2023
Q4 		$6.82M Sell
138,569
-1,526
-1% -$65.9K 0.09% 133
2023
Q3 		$5.72M Buy
140,095
+129,261
+1,193% +$5.58M 0.09% 134
2023
Q2 		$4.28M Buy
10,834
+7,367
+212% +$297K 0.06% 165
2023
Q1 		$249K Sell
3,467
-106,817
-97% -$4.66M ﹤0.01% 531
2022
Q4 		$4.55M Sell
110,284
-9,976
-8% -$442K 0.08% 133
2022
Q3 		$4.84M Buy
120,260
+3,394
+3% +$146K 0.11% 113
2022
Q2 		$4.58M Buy
116,866
+2,574
+2% +$113K 0.1% 117
2022
Q1 		$5.54M Sell
114,292
-5,431
-5% -$291K 0.12% 102
2021
Q4 		$5.74M Sell
119,723
-385
-0.3% -$19K 0.14% 94
2021
Q3 		$5.57M Sell
120,108
-2,149
-2% -$99.5K 0.15% 87
2021
Q2 		$5.54M Buy
122,257
+25,212
+26% +$1.13M 0.15% 94
2021
Q1 		$3.79M Buy
97,045
+39,695
+69% +$1.41M 0.12% 116
2020
Q4 		$1.73M Sell
57,350
-744
-1% -$19.3K 0.06% 139
2020
Q3 		$1.37M Sell
58,094
-8,884
-13% -$219K 0.06% 143
2020
Q2 		$1.72M Sell
66,978
-4,421
-6% -$121K 0.07% 128
2020
Q1 		$2.05M Buy
71,399
+19,497
+38% +$829K 0.1% 117
2019
Q4 		$2.79M Buy
51,902
+6,893
+15% +$361K 0.12% 110
2019
Q3 		$2.27M Sell
45,009
-3,629
-7% -$171K 0.11% 99
2019
Q2 		$2.3M Buy
+48,638
New +$2.27M 0.14% 74
2019
Q1 		– Sell
-56,955
Closed -$2.62M – 288
2018
Q4 		$2.62M Sell
56,955
-1,765
-3% -$90.4K 0.2% 70
2018
Q3 		$3.09M Buy
58,720
+18,206
+45% +$1.04M 0.24% 58
2018
Q2 		$2.25M Sell
40,514
-1,459
-3% -$78.2K 0.21% 61
2018
Q1 		$2.2M Buy
41,973
+5,986
+17% +$356K 0.21% 62
2017
Q4 		$2.18M Buy
35,987
+12,558
+54% +$709K 0.23% 51
2017
Q3 		$1.29M Sell
23,429
-2,644
-10% -$141K 0.15% 72
2017
Q2 		$1.45M Buy
26,073
+2,042
+8% +$109K 0.18% 74
2017
Q1 		$1.34M Buy
24,031
+459
+2% +$26K 0.18% 51
2016
Q4 		$1.29M Sell
23,572
-11,864
-33% -$597K 0.19% 52
2016
Q3 		$1.57M Sell
35,436
-13,021
-27% -$623K 0.25% 44
2016
Q2 		$2.29M Buy
48,457
+17,684
+57% +$862K 0.37% 45
2016
Q1 		$1.49M Buy
30,773
+7,513
+32% +$368K 0.23% 47
2015
Q4 		$1.26M Buy
23,260
+100
+0.4% +$5.43K 0.21% 62
2015
Q3 		$1.19M Buy
23,160
+900
+4% +$49.5K 0.23% 54
2015
Q2 		$1.25M Buy
22,260
+937
+4% +$52.2K 0.23% 43
2015
Q1 		$1.16M Sell
21,323
-4,806
-18% -$260K 0.22% 47
2014
Q4 		$1.43M Buy
26,129
+741
+3% +$39.2K 0.24% 57
2014
Q3 		$1.32M Buy
25,388
+11,930
+89% +$614K 0.21% 45
2014
Q2 		$707K Buy
13,458
+5,314
+65% +$267K 0.16% 53
2014
Q1 		$405K Sell
8,144
-439
-5% -$20.4K 0.11% 68
2013
Q4 		$390K Sell
8,583
-186
-2% -$8.03K 0.1% 82
2013
Q3 		$362K Buy
8,769
+1,361
+18% +$58.1K 0.11% 72
2013
Q2 		$306K Buy
+7,408
New +$289K 0.11% 65

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

EP Wealth Advisors's WFC Position: Q1 2026 in Review

EP Wealth Advisors reduced its Wells Fargo (WFC) stake by 2.9% in Q1 2026, selling an estimated $714K and leaving 280,609 shares worth $22.3M. The position accounts for 0.11% of the portfolio, ranked #126.

EP Wealth Advisors first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $26.9M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • EP Wealth Advisors held 280,609 shares of Wells Fargo worth $22.3M as of Q1 2026.
  • EP Wealth Advisors sold 8,314 Wells Fargo shares in Q1 2026, an estimated $714K.
  • Wells Fargo made up 0.11% of EP Wealth Advisors's portfolio in Q1 2026, its #126 holding.
  • EP Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
  • EP Wealth Advisors's Wells Fargo position peaked at $26.9M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.