Evolution Advisers’s Wells Fargo WFC Stock Holding History

Evolution Advisers’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	$345K	Hold	4,334	–	–	0.15%	36
2025 Q4	$403K	Hold	4,334	–	–	0.17%	35
2025 Q3	$350K	Hold	4,334	–	–	0.16%	33
2025 Q2	$347K	Sell	4,334 -108	-2%	-$7.79K	0.17%	32
2025 Q1	$318K	Sell	4,442 -370	-8%	-$27.8K	0.17%	34
2024 Q4	$337K	Sell	4,812 -1,935	-29%	-$132K	0.18%	30
2024 Q3	$381K	Sell	6,747 -36	-0.5%	-$2.04K	0.21%	27
2024 Q2	$402K	Sell	6,783 -28	-0.4%	-$1.65K	0.23%	26
2024 Q1	$395K	Sell	6,811 -1	-0%	-$52	0.23%	26
2023 Q4	$336K	Buy	6,812 +1	+0%	+$43	0.21%	27
2023 Q3	$278K	Hold	6,811	–	–	0.2%	27
2023 Q2	$290K	Sell	6,811 -161	-2%	-$6.48K	0.2%	28
2023 Q1	$260K	Hold	6,972	–	–	0.19%	29
2022 Q4	$287K	Sell	6,972 -655	-9%	-$29K	0.22%	26
2022 Q3	$306K	Hold	7,627	–	–	0.27%	25
2022 Q2	$304K	Hold	7,627	–	–	0.25%	27
2022 Q1	$369K	Sell	7,627 -40	-0.5%	-$2.14K	0.27%	23
2021 Q4	$367K	Buy	+7,667	New	+$377K	0.27%	23

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

Evolution Advisers's WFC Position: Q1 2026 in Review

Evolution Advisers held its Wells Fargo (WFC) position steady in Q1 2026 at 4,334 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #36.

Evolution Advisers first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $403K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Evolution Advisers held 4,334 shares of Wells Fargo worth $345K as of Q1 2026.
Evolution Advisers left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.15% of Evolution Advisers's portfolio in Q1 2026, its #36 holding.
Evolution Advisers first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Evolution Advisers's Wells Fargo position peaked at $403K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.