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

Evelyn Partners Investment 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	$27.1K	Hold	340	–	–	﹤0.01%	320
2025 Q4	$31.7K	Hold	340	–	–	﹤0.01%	313
2025 Q3	$28.5K	Hold	340	–	–	﹤0.01%	315
2025 Q2	$27.2K	Hold	340	–	–	﹤0.01%	320
2025 Q1	$24.4K	Hold	340	–	–	﹤0.01%	322
2024 Q4	$23.9K	Buy	+340	New	+$23.2K	﹤0.01%	312

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

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

Evelyn Partners Investment Management held its Wells Fargo (WFC) position steady in Q1 2026 at 340 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Evelyn Partners Investment Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.7K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Evelyn Partners Investment Management held 340 shares of Wells Fargo worth $27.1K as of Q1 2026.
Evelyn Partners Investment Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #320 holding.
Evelyn Partners Investment Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Wells Fargo position peaked at $31.7K in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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