FFA
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Fi3 Financial Advisors’s Wells Fargo WFC Stock Holding History

Fi3 Financial 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 		$278K Sell
3,496
-226
-6% -$19.4K 0.08% 151
2025
Q4 		$347K Buy
3,722
+180
+5% +$15.6K 0.11% 113
2025
Q3 		$297K Buy
3,542
+38
+1% +$3.08K 0.1% 98
2025
Q2 		$281K Sell
3,504
-531
-13% -$38.3K 0.1% 102
2025
Q1 		$290K Buy
4,035
+182
+5% +$13.7K 0.12% 83
2024
Q4 		$271K Buy
+3,853
New +$263K 0.1% 85

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

Fi3 Financial Advisors's WFC Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Wells Fargo (WFC) stake by 6.1% in Q1 2026, selling an estimated $19.4K and leaving 3,496 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #151.

Fi3 Financial Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $347K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Fi3 Financial Advisors held 3,496 shares of Wells Fargo worth $278K as of Q1 2026.
  • Fi3 Financial Advisors sold 226 Wells Fargo shares in Q1 2026, an estimated $19.4K.
  • Wells Fargo made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • Fi3 Financial Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Fi3 Financial Advisors's Wells Fargo position peaked at $347K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.