EverSource Wealth Advisors’s Wells Fargo WFC Stock Holding History

EverSource 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	$2.5M	Buy	31,451 +4,674	+17%	+$401K	0.08%	185
2025 Q4	$2.5M	Buy	26,777 +4,199	+19%	+$365K	0.09%	164
2025 Q3	$1.89M	Sell	22,578 -758	-3%	-$61.5K	0.07%	182
2025 Q2	$1.87M	Sell	23,336 -177	-0.8%	-$12.8K	0.08%	173
2025 Q1	$1.69M	Buy	23,513 +1,941	+9%	+$146K	0.09%	173
2024 Q4	$1.52M	Buy	21,572 +855	+4%	+$58.4K	0.09%	184
2024 Q3	$1.17M	Sell	20,717 -481	-2%	-$27.2K	0.07%	196
2024 Q2	$1.26M	Buy	21,198 +2,876	+16%	+$170K	0.08%	184
2024 Q1	$1.09M	Sell	18,322 -395	-2%	-$20.7K	0.09%	172
2023 Q4	$921K	Buy	18,717 +723	+4%	+$31.2K	0.08%	170
2023 Q3	$735K	Sell	17,994 -440	-2%	-$19K	0.08%	183
2023 Q2	$787K	Sell	18,434 -481	-3%	-$19.4K	0.09%	181
2023 Q1	$707K	Buy	18,915 +837	+5%	+$36.5K	0.09%	174
2022 Q4	$746K	Buy	18,078 +3,377	+23%	+$149K	0.11%	146
2022 Q3	$590K	Sell	14,701 -163	-1%	-$7K	0.14%	151
2022 Q2	$582K	Buy	14,864 +2,380	+19%	+$104K	0.15%	124
2022 Q1	$605K	Sell	12,484 -102	-0.8%	-$5.46K	0.15%	129
2021 Q4	$604K	Buy	+12,586	New	+$620K	0.17%	104

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

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

EverSource Wealth Advisors increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $401K and bringing the position to 31,451 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #185.

EverSource Wealth Advisors first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

EverSource Wealth Advisors held 31,451 shares of Wells Fargo worth $2.5M as of Q1 2026.
EverSource Wealth Advisors bought 4,674 Wells Fargo shares in Q1 2026, an estimated $401K.
Wells Fargo made up 0.08% of EverSource Wealth Advisors's portfolio in Q1 2026, its #185 holding.
EverSource Wealth Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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