FC
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Financial Consulate’s Wells Fargo WFC Stock Holding History

Financial Consulate’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 		$94.5K Buy
1,188
+130
+12% +$11.2K 0.01% 221
2025
Q4 		$98.6K Buy
1,058
+152
+17% +$13.2K 0.01% 235
2025
Q3 		$76K Buy
+906
New +$73.5K 0.01% 263

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

Financial Consulate's WFC Position: Q1 2026 in Review

Financial Consulate increased its Wells Fargo (WFC) stake by 12% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,188 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #221.

Financial Consulate first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $98.6K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Financial Consulate held 1,188 shares of Wells Fargo worth $94.5K as of Q1 2026.
  • Financial Consulate bought 130 Wells Fargo shares in Q1 2026, an estimated $11.2K.
  • Wells Fargo made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #221 holding.
  • Financial Consulate first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Wells Fargo position peaked at $98.6K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.