Exencial Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Buy |
19,800
+190
| +1% | +$16.3K | 0.05% | 244 |
|
|
2025
Q4 | $1.83M | Sell |
19,610
-237
| -1% | -$20.6K | 0.06% | 234 |
|
|
2025
Q3 | $1.66M | Buy |
19,847
+1,838
| +10% | +$149K | 0.05% | 237 |
|
|
2025
Q2 | $1.44M | Buy |
18,009
+131
| +0.7% | +$9.45K | 0.05% | 247 |
|
|
2025
Q1 | $1.28M | Buy |
17,878
+301
| +2% | +$22.6K | 0.05% | 258 |
|
|
2024
Q4 | $1.23M | Sell |
17,577
-685
| -4% | -$46.8K | 0.05% | 264 |
|
|
2024
Q3 | $1.03M | Buy |
18,262
+481
| +3% | +$27.2K | 0.04% | 271 |
|
|
2024
Q2 | $1.06M | Buy |
17,781
+13
| +0.1% | +$767 | 0.04% | 268 |
|
|
2024
Q1 | $1.03M | Buy |
17,768
+8,296
| +88% | +$434K | 0.04% | 273 |
|
|
2023
Q4 | $466K | Buy |
9,472
+782
| +9% | +$33.7K | 0.02% | 349 |
|
|
2023
Q3 | $355K | Sell |
8,690
-167
| -2% | -$7.21K | 0.02% | 340 |
|
|
2023
Q2 | $378K | Buy |
8,857
+955
| +12% | +$38.4K | 0.02% | 337 |
|
|
2023
Q1 | $295K | Sell |
7,902
-63
| -0.8% | -$2.75K | 0.02% | 356 |
|
|
2022
Q4 | $329K | Buy |
7,965
+871
| +12% | +$38.6K | 0.02% | 344 |
|
|
2022
Q3 | $285K | Sell |
7,094
-648
| -8% | -$27.8K | 0.02% | 350 |
|
|
2022
Q2 | $303K | Sell |
7,742
-117
| -1% | -$5.13K | 0.02% | 346 |
|
|
2022
Q1 | $381K | Buy |
7,859
+333
| +4% | +$17.8K | 0.02% | 320 |
|
|
2021
Q4 | $361K | Buy |
7,526
+1,905
| +34% | +$93.8K | 0.02% | 358 |
|
|
2021
Q3 | $261K | Sell |
5,621
-1,701
| -23% | -$78.7K | 0.01% | 291 |
|
|
2021
Q2 | $332K | Buy |
+7,322
| New | +$327K | 0.02% | 365 |
|
|
2021
Q1 | – | Sell |
-6,811
| Closed | -$206K | – | 443 |
|
|
2020
Q4 | $206K | Sell |
6,811
-69,139
| -91% | -$1.79M | 0.01% | 360 |
|
|
2020
Q3 | $1.97M | Buy |
75,950
+67,866
| +840% | +$1.67M | 0.1% | 172 |
|
|
2020
Q2 | $207K | Buy |
+8,084
| New | +$221K | 0.02% | 310 |
|
|
2020
Q1 | – | Sell |
-17,083
| Closed | -$919K | – | 277 |
|
|
2019
Q4 | $919K | Sell |
17,083
-880
| -5% | -$46.1K | 0.16% | 121 |
|
|
2019
Q3 | $906K | Sell |
17,963
-3,651
| -17% | -$172K | 0.19% | 113 |
|
|
2019
Q2 | $1.02M | Hold |
21,614
| – | – | 0.24% | 97 |
|
|
2019
Q1 | $1.04M | Sell |
21,614
-464
| -2% | -$22.8K | 0.25% | 100 |
|
|
2018
Q4 | $1.02M | Sell |
22,078
-2,944
| -12% | -$151K | 0.27% | 93 |
|
|
2018
Q3 | $1.31M | Sell |
25,022
-476
| -2% | -$27.2K | 0.31% | 84 |
|
|
2018
Q2 | $1.41M | Sell |
25,498
-531
| -2% | -$28.4K | 0.39% | 69 |
|
|
2018
Q1 | $1.36M | Buy |
26,029
+183
| +0.7% | +$10.9K | 0.41% | 67 |
|
|
2017
Q4 | $1.57M | Sell |
25,846
-162
| -0.6% | -$9.15K | 0.47% | 64 |
|
|
2017
Q3 | $1.43M | Buy |
26,008
+16,433
| +172% | +$873K | 0.47% | 64 |
|
|
2017
Q2 | $531K | Buy |
9,575
+881
| +10% | +$47.2K | 0.22% | 90 |
|
|
2017
Q1 | $453K | Sell |
8,694
-6,025
| -41% | -$342K | 0.2% | 93 |
|
|
2016
Q4 | $811K | Sell |
14,719
-376
| -2% | -$18.9K | 0.34% | 70 |
|
|
2016
Q3 | $695K | Buy |
15,095
+7,216
| +92% | +$345K | 0.31% | 78 |
|
|
2016
Q2 | $373K | Buy |
7,879
+2,563
| +48% | +$125K | 0.17% | 109 |
|
|
2016
Q1 | $257K | Buy |
+5,316
| New | +$260K | 0.12% | 126 |
|
Other funds holding WFC
VCM
VPM
Exencial Wealth Advisors's WFC Position: Q1 2026 in Review
Exencial Wealth Advisors increased its Wells Fargo (WFC) stake by 0.97% in Q1 2026, buying an estimated $16.3K and bringing the position to 19,800 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #244.
Exencial Wealth Advisors first reported a position in WFC in Q1 2016 and has held it in 39 quarters since. The position peaked at $1.97M in Q3 2020. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Exencial Wealth Advisors held 19,800 shares of Wells Fargo worth $1.58M as of Q1 2026.
- Exencial Wealth Advisors bought 190 Wells Fargo shares in Q1 2026, an estimated $16.3K.
- Wells Fargo made up 0.05% of Exencial Wealth Advisors's portfolio in Q1 2026, its #244 holding.
- Exencial Wealth Advisors first reported a position in Wells Fargo in Q1 2016 and has held it in 39 quarters since.
- Exencial Wealth Advisors's Wells Fargo position peaked at $1.97M in Q3 2020.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.