Family CFO’s Wells Fargo WFC Stock Holding History

Family CFO’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	–	Sell	-1,347	Closed	-$126K	–	88
2025 Q4	$126K	Buy	+1,347	New	+$117K	0.06%	47
2025 Q3	–	Sell	-1,347	Closed	-$108K	–	86
2025 Q2	$108K	Hold	1,347	–	–	0.05%	46
2025 Q1	$96.7K	Hold	1,347	–	–	0.05%	45
2024 Q4	$94.6K	Hold	1,347	–	–	0.05%	43
2024 Q3	$76.1K	Hold	1,347	–	–	0.04%	45
2024 Q2	$80K	Hold	1,347	–	–	0.05%	38
2024 Q1	$78.1K	Hold	1,347	–	–	0.05%	39
2023 Q4	$66.3K	Hold	1,347	–	–	0.04%	39
2023 Q3	$55K	Hold	1,347	–	–	0.04%	42
2023 Q2	$57.5K	Hold	1,347	–	–	0.04%	41
2023 Q1	$50.4K	Hold	1,347	–	–	0.04%	40
2022 Q4	$55.6K	Hold	1,347	–	–	0.05%	39
2022 Q3	$54.2K	Hold	1,347	–	–	0.06%	36
2022 Q2	$52.8K	Hold	1,347	–	–	0.06%	36
2022 Q1	$65K	Hold	1,347	–	–	0.07%	37
2021 Q4	$65K	Buy	+1,347	New	+$66.3K	0.06%	36

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

Family CFO's WFC Position: Q1 2026 in Review

Family CFO sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 1,347 shares — an estimated $126K sold.

Family CFO first reported a position in WFC in Q4 2021 and held it in 16 quarters. The position peaked at $126K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Family CFO reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Family CFO sold 1,347 Wells Fargo shares in Q1 2026, an estimated $126K.
Family CFO first reported a position in Wells Fargo in Q4 2021 and held it in 16 quarters.
Family CFO's Wells Fargo position peaked at $126K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.