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F/M Investments’s Wells Fargo WFC Stock Holding History

F/M Investments’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 		$1.49M Sell
18,668
-17,517
-48% -$1.5M 0.1% 127
2025
Q4 		$3.37M Sell
36,185
-7,917
-18% -$687K 0.13% 181
2025
Q3 		$3.7M Sell
44,102
-1,153
-3% -$93.5K 0.14% 171
2025
Q2 		$3.63M Buy
45,255
+2,560
+6% +$185K 0.13% 172
2025
Q1 		$3.07M Sell
42,695
-1,832
-4% -$138K 0.12% 173
2024
Q4 		$3.13M Buy
44,527
+7,131
+19% +$487K 0.12% 166
2024
Q3 		$2.92M Sell
37,396
-128,800
-77% -$7.28M 0.09% 196
2024
Q2 		$9.87M Buy
+166,196
New +$9.81M 0.36% 97

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

F/M Investments's WFC Position: Q1 2026 in Review

F/M Investments reduced its Wells Fargo (WFC) stake by 48% in Q1 2026, selling an estimated $1.5M and leaving 18,668 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #127.

F/M Investments first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.87M in Q2 2024. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • F/M Investments held 18,668 shares of Wells Fargo worth $1.49M as of Q1 2026.
  • F/M Investments sold 17,517 Wells Fargo shares in Q1 2026, an estimated $1.5M.
  • Wells Fargo made up 0.1% of F/M Investments's portfolio in Q1 2026, its #127 holding.
  • F/M Investments first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
  • F/M Investments's Wells Fargo position peaked at $9.87M in Q2 2024.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.