Fiduciary Group’s Wells Fargo WFC Stock Holding History

Fiduciary Group’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	$1.72M	Sell	21,633 -279	-1%	-$24K	0.15%	118
2025 Q4	$2.04M	Sell	21,912 -660	-3%	-$57.3K	0.17%	107
2025 Q3	$1.89M	Sell	22,572 -1,122	-5%	-$91K	0.17%	113
2025 Q2	$1.9M	Buy	23,694 +2	+0%	+$144	0.18%	111
2025 Q1	$1.7M	Sell	23,692 -140	-0.6%	-$10.5K	0.17%	115
2024 Q4	$1.67M	Sell	23,832 -1,858	-7%	-$127K	0.17%	113
2024 Q3	$1.45M	Sell	25,690 -834	-3%	-$47.2K	0.15%	118
2024 Q2	$1.58M	Sell	26,524 -269	-1%	-$15.9K	0.17%	109
2024 Q1	$1.55M	Buy	26,793 +59	+0.2%	+$3.09K	0.17%	104
2023 Q4	$1.32M	Sell	26,734 -1,085	-4%	-$46.8K	0.15%	108
2023 Q3	$1.14M	Sell	27,819 -997	-3%	-$43K	0.15%	108
2023 Q2	$1.23M	Sell	28,816 -819	-3%	-$33K	0.15%	105
2023 Q1	$1.11M	Buy	29,635 +298	+1%	+$13K	0.14%	112
2022 Q4	$1.21M	Sell	29,337 -5,176	-15%	-$229K	0.16%	104
2022 Q3	$1.66M	Sell	34,513 -846	-2%	-$36.3K	0.21%	90
2022 Q2	$1.6M	Sell	35,359 -11,213	-24%	-$492K	0.2%	92
2022 Q1	$1.98M	Sell	46,572 -25,595	-35%	-$1.37M	0.26%	80
2021 Q4	$3.46M	Sell	72,167 -6,191	-8%	-$305K	0.39%	60
2021 Q3	$3.97M	Sell	78,358 -2,645	-3%	-$122K	0.45%	58
2021 Q2	$3.74M	Sell	81,003 -4,430	-5%	-$198K	0.43%	58
2021 Q1	$3.85M	Sell	85,433 -6,174	-7%	-$219K	0.47%	55
2020 Q4	$3M	Sell	91,607 -26,857	-23%	-$695K	0.4%	58
2020 Q3	$2.79M	Sell	118,464 -22,300	-16%	-$550K	0.42%	54
2020 Q2	$3.6M	Sell	140,764 -7,820	-5%	-$214K	0.6%	40
2020 Q1	$4.26M	Buy	148,584 +2,239	+2%	+$95.2K	0.84%	39
2019 Q4	$7.87M	Buy	146,345 +5,691	+4%	+$298K	1.26%	25
2019 Q3	$7.09M	Buy	140,654 +8,080	+6%	+$381K	1.24%	26
2019 Q2	$6.27M	Buy	132,574 +9,389	+8%	+$439K	1.13%	26
2019 Q1	$5.95M	Buy	123,185 +8,127	+7%	+$400K	1.11%	25
2018 Q4	$5.3M	Buy	115,058 +9,804	+9%	+$502K	1.1%	26
2018 Q3	$5.53M	Buy	105,254 +3,243	+3%	+$185K	1.08%	29
2018 Q2	$5.66M	Buy	102,011 +3,391	+3%	+$182K	1.2%	26
2018 Q1	$5.17M	Buy	98,620 +3,851	+4%	+$229K	1.12%	29
2017 Q4	$5.75M	Buy	94,769 +577	+0.6%	+$32.6K	1.23%	28
2017 Q3	$5.2M	Buy	94,192 +7,545	+9%	+$401K	1.17%	31
2017 Q2	$4.8M	Buy	86,647 +11,064	+15%	+$593K	1.11%	31
2017 Q1	$4.21M	Buy	75,583 +6,395	+9%	+$363K	1%	33
2016 Q4	$3.81M	Sell	69,188 -1,913	-3%	-$96.2K	0.99%	35
2016 Q3	$3.15M	Sell	71,101 -613	-0.9%	-$29.3K	0.85%	41
2016 Q2	$3.39M	Sell	71,714 -614	-0.8%	-$29.9K	0.94%	38
2016 Q1	$3.5M	Buy	72,328 +1,480	+2%	+$72.5K	1.01%	34
2015 Q4	$3.85M	Buy	70,848 +5,993	+9%	+$325K	1.15%	32
2015 Q3	$3.33M	Buy	64,855 +3,267	+5%	+$180K	1.11%	28
2015 Q2	$3.46M	Buy	+61,588	New	+$3.43M	1.09%	28

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 Group's WFC Position: Q1 2026 in Review

Fiduciary Group reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $24K and leaving 21,633 shares worth $1.72M. The position accounts for 0.15% of the portfolio, ranked #118.

Fiduciary Group first reported a position in WFC in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.87M in Q4 2019. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Fiduciary Group held 21,633 shares of Wells Fargo worth $1.72M as of Q1 2026.
Fiduciary Group sold 279 Wells Fargo shares in Q1 2026, an estimated $24K.
Wells Fargo made up 0.15% of Fiduciary Group's portfolio in Q1 2026, its #118 holding.
Fiduciary Group first reported a position in Wells Fargo in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Wells Fargo position peaked at $7.87M in Q4 2019.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.