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Fiducient Advisors’s Wells Fargo WFC Stock Holding History

Fiducient 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
-3,010
Closed -$281K – 175
2025
Q4 		$281K Hold
3,010
– – 0.03% 147
2025
Q3 		$252K Buy
+3,010
New +$244K 0.03% 134
2025
Q2 		– Sell
-8,000
Closed -$574K – 179
2025
Q1 		$574K Buy
+8,000
New +$601K 0.07% 89

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiducient Advisors's WFC Position: Q1 2026 in Review

Fiducient Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,010 shares — an estimated $281K sold.

Fiducient Advisors first reported a position in WFC in Q1 2025 and held it in 3 quarters. The position peaked at $574K in Q1 2025. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Fiducient Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Fiducient Advisors sold 3,010 Wells Fargo shares in Q1 2026, an estimated $281K.
  • Fiducient Advisors first reported a position in Wells Fargo in Q1 2025 and held it in 3 quarters.
  • Fiducient Advisors's Wells Fargo position peaked at $574K in Q1 2025.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.