Fiduciary Family Office’s Wells Fargo WFC Stock Holding History

Fiduciary Family Office’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	$3.02M	Buy	37,924 +2,965	+8%	+$255K	0.86%	20
2025 Q4	$3.26M	Sell	34,959 -634	-2%	-$55K	0.94%	15
2025 Q3	$2.98M	Sell	35,593 -2,028	-5%	-$164K	0.85%	16
2025 Q2	$3.01M	Sell	37,621 -1,327	-3%	-$95.7K	0.99%	15
2025 Q1	$2.8M	Buy	+38,948	New	+$2.92M	0.93%	13
2024 Q4	–	Sell	-42,391	Closed	-$2.39M	–	257
2024 Q3	$2.39M	Sell	42,391 -2,582	-6%	-$146K	0.79%	19
2024 Q2	$2.67M	Sell	44,973 -2,339	-5%	-$138K	1.05%	13
2024 Q1	$2.74M	Buy	47,312 +13,914	+42%	+$728K	1.08%	12
2023 Q4	$1.64M	Buy	+33,398	New	+$1.44M	0.72%	24

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

Fiduciary Family Office's WFC Position: Q1 2026 in Review

Fiduciary Family Office increased its Wells Fargo (WFC) stake by 8.5% in Q1 2026, buying an estimated $255K and bringing the position to 37,924 shares worth $3.02M. The position accounts for 0.86% of the portfolio, ranked #20.

Fiduciary Family Office first reported a position in WFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.26M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Fiduciary Family Office held 37,924 shares of Wells Fargo worth $3.02M as of Q1 2026.
Fiduciary Family Office bought 2,965 Wells Fargo shares in Q1 2026, an estimated $255K.
Wells Fargo made up 0.86% of Fiduciary Family Office's portfolio in Q1 2026, its #20 holding.
Fiduciary Family Office first reported a position in Wells Fargo in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Wells Fargo position peaked at $3.26M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.