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Evelyn Partners Asset Management’s Wells Fargo WFC Stock Holding History

Evelyn Partners Asset 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 		$11.5K Hold
145
– – ﹤0.01% 251
2025
Q4 		$13.5K Buy
+145
New +$12.6K ﹤0.01% 211

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VCM
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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

Evelyn Partners Asset Management's WFC Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Wells Fargo (WFC) position steady in Q1 2026 at 145 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Evelyn Partners Asset Management first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.5K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Evelyn Partners Asset Management held 145 shares of Wells Fargo worth $11.5K as of Q1 2026.
  • Evelyn Partners Asset Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #251 holding.
  • Evelyn Partners Asset Management first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Asset Management's Wells Fargo position peaked at $13.5K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.