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Evolution Wealth Management’s Wells Fargo WFC Stock Holding History

Evolution Wealth 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 		$11.3K Buy
142
+126
+788% +$10.8K 0.01% 495
2025
Q4 		$1.49K Buy
16
+6
+60% +$521 ﹤0.01% 665
2025
Q3 		$838 Buy
+10
New +$811 ﹤0.01% 546

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Evolution Wealth Management's WFC Position: Q1 2026 in Review

Evolution Wealth Management increased its Wells Fargo (WFC) stake by 788% in Q1 2026, buying an estimated $10.8K and bringing the position to 142 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #495.

Evolution Wealth Management first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Evolution Wealth Management held 142 shares of Wells Fargo worth $11.3K as of Q1 2026.
  • Evolution Wealth Management bought 126 Wells Fargo shares in Q1 2026, an estimated $10.8K.
  • Wells Fargo made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #495 holding.
  • Evolution Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.