FDx Advisors’s Wells Fargo WFC Stock Holding History

FDx Advisors’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	-2,371	Closed	-$221K	–	189
2025 Q4	$221K	Buy	+2,371	New	+$206K	0.11%	84
2025 Q2	–	Sell	-2,958	Closed	-$212K	–	193
2025 Q1	$212K	Sell	2,958 -639	-18%	-$48K	0.07%	166
2024 Q4	$253K	Sell	3,597 -115	-3%	-$7.85K	0.07%	154
2024 Q3	$210K	Sell	3,712 -209	-5%	-$11.8K	0.06%	195
2024 Q2	$233K	Sell	3,921 -19,884	-84%	-$1.17M	0.06%	178
2024 Q1	$1.38M	Sell	23,805 -47,899	-67%	-$2.51M	0.21%	108
2023 Q4	$3.53M	Buy	71,704 +10,971	+18%	+$473K	0.27%	89
2023 Q3	$2.48M	Buy	60,733 +4,839	+9%	+$209K	0.21%	114
2023 Q2	$2.39M	Sell	55,894 -2,663	-5%	-$107K	0.13%	169
2023 Q1	$2.42M	Hold	58,557	–	–	0.11%	178
2022 Q4	$2.42M	Sell	58,557 -6,583	-10%	-$291K	0.11%	178
2022 Q3	$2.62M	Buy	65,140 +15,683	+32%	+$674K	0.12%	157
2022 Q2	$1.94M	Buy	49,457 +14,945	+43%	+$656K	0.07%	209
2022 Q1	$1.67M	Buy	34,512 +5,474	+19%	+$293K	0.06%	237
2021 Q4	$1.39M	Buy	29,038 +15,052	+108%	+$741K	0.04%	290
2021 Q3	$649K	Sell	13,986 -9,303	-40%	-$431K	0.02%	436
2021 Q2	$1.05M	Sell	23,289 -6,949	-23%	-$310K	0.04%	323
2021 Q1	$1.18M	Buy	30,238 +6,586	+28%	+$233K	0.04%	263
2020 Q4	$714K	Sell	23,652 -4,166	-15%	-$108K	0.03%	349
2020 Q3	$654K	Sell	27,818 -35,685	-56%	-$879K	0.03%	316
2020 Q2	$1.63M	Sell	63,503 -19,374	-23%	-$530K	0.09%	168
2020 Q1	$2.38M	Sell	82,877 -9,494	-10%	-$404K	0.15%	120
2019 Q4	$4.97M	Buy	92,371 +5,588	+6%	+$293K	0.27%	86
2019 Q3	$4.38M	Sell	86,783 -67,476	-44%	-$3.18M	0.3%	76
2019 Q2	$7.3M	Buy	154,259 +20,120	+15%	+$941K	0.29%	78
2019 Q1	$6.48M	Buy	134,139 +66,760	+99%	+$3.28M	0.26%	75
2018 Q4	$3.1M	Sell	67,379 -84,225	-56%	-$4.31M	0.26%	70
2018 Q3	$7.97M	Sell	151,604 -9,724	-6%	-$555K	0.3%	65
2018 Q2	$8.94M	Sell	161,328 -143,125	-47%	-$7.67M	0.32%	60
2018 Q1	$16M	Sell	304,453 -36,784	-11%	-$2.19M	0.48%	35
2017 Q4	$20.7M	Buy	341,237 +30,700	+10%	+$1.73M	0.56%	28
2017 Q3	$17.1M	Buy	310,537 +24,556	+9%	+$1.31M	0.47%	38
2017 Q2	$15.8M	Buy	285,981 +26,964	+10%	+$1.44M	0.47%	35
2017 Q1	$14.4M	Sell	259,017 -31,314	-11%	-$1.78M	0.44%	41
2016 Q4	$16M	Buy	290,331 +76,801	+36%	+$3.86M	0.46%	39
2016 Q3	$9.46M	Buy	213,530 +8,354	+4%	+$400K	0.39%	45
2016 Q2	$9.71M	Sell	205,176 -32,681	-14%	-$1.59M	0.44%	37
2016 Q1	$11.5M	Buy	237,857 +9,331	+4%	+$457K	0.53%	34
2015 Q4	$12.4M	Buy	228,526 +47,106	+26%	+$2.56M	0.56%	38
2015 Q3	$9.32M	Sell	181,420 -2,538	-1%	-$140K	0.8%	25
2015 Q2	$10.3M	Sell	183,958 -27,842	-13%	-$1.55M	0.51%	44
2015 Q1	$11.5M	Buy	211,800 +24,066	+13%	+$1.3M	0.25%	90
2014 Q4	$10.3M	Buy	187,734 +12,294	+7%	+$651K	0.63%	24
2014 Q3	$9.1M	Buy	175,440 +4,392	+3%	+$226K	0.59%	22
2014 Q2	$8.99M	Buy	171,048 +30,390	+22%	+$1.53M	0.59%	21
2014 Q1	$7M	Buy	140,658 +27,702	+25%	+$1.29M	0.58%	23
2013 Q4	$5.13M	Buy	112,956 +3,100	+3%	+$134K	0.51%	26
2013 Q3	$4.54M	Buy	109,856 +18,078	+20%	+$772K	0.54%	25
2013 Q2	$3.79M	Buy	+91,778	New	+$3.58M	0.5%	31

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

FDx Advisors's WFC Position: Q1 2026 in Review

FDx Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,371 shares — an estimated $221K sold.

FDx Advisors first reported a position in WFC in Q2 2013 and held it in 49 quarters. The position peaked at $20.7M in Q4 2017. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

FDx Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
FDx Advisors sold 2,371 Wells Fargo shares in Q1 2026, an estimated $221K.
FDx Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 49 quarters.
FDx Advisors's Wells Fargo position peaked at $20.7M in Q4 2017.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.