Evernest Financial Advisors’s Wells Fargo WFC Stock Holding History

Evernest Financial 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	$463K	Sell	5,742 -1,496	-21%	-$128K	0.1%	118
2025 Q4	$685K	Buy	7,238 +1,823	+34%	+$158K	0.14%	100
2025 Q3	$454K	Sell	5,415 -232	-4%	-$18.8K	0.13%	119
2025 Q2	$452K	Sell	5,647 -657	-10%	-$47.4K	0.15%	115
2025 Q1	$453K	Buy	6,304 +963	+18%	+$72.3K	0.16%	108
2024 Q4	$375K	Buy	5,341 +1,397	+35%	+$95.4K	0.1%	121
2024 Q3	$223K	Sell	3,944 -43	-1%	-$2.43K	0.06%	148
2024 Q2	$237K	Buy	+3,987	New	+$235K	0.11%	119
2024 Q1	–	Sell	-5,459	Closed	-$269K	–	133
2023 Q4	$269K	Buy	+5,459	New	+$236K	0.14%	112

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

Evernest Financial Advisors's WFC Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Wells Fargo (WFC) stake by 21% in Q1 2026, selling an estimated $128K and leaving 5,742 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #118.

Evernest Financial Advisors first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $685K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Evernest Financial Advisors held 5,742 shares of Wells Fargo worth $463K as of Q1 2026.
Evernest Financial Advisors sold 1,496 Wells Fargo shares in Q1 2026, an estimated $128K.
Wells Fargo made up 0.1% of Evernest Financial Advisors's portfolio in Q1 2026, its #118 holding.
Evernest Financial Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
Evernest Financial Advisors's Wells Fargo position peaked at $685K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.