Financial Engines Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.44M | Sell |
18,081
-934
| -5% | -$80.2K | ﹤0.01% | 258 |
|
|
2025
Q4 | $1.77M | Buy |
19,015
+1,733
| +10% | +$150K | ﹤0.01% | 250 |
|
|
2025
Q3 | $1.45M | Buy |
17,282
+2,489
| +17% | +$202K | ﹤0.01% | 266 |
|
|
2025
Q2 | $1.19M | Buy |
14,793
+815
| +6% | +$58.8K | ﹤0.01% | 276 |
|
|
2025
Q1 | $1M | Sell |
13,978
-1,035
| -7% | -$77.7K | ﹤0.01% | 256 |
|
|
2024
Q4 | $1.05M | Buy |
15,013
+4,811
| +47% | +$328K | ﹤0.01% | 255 |
|
|
2024
Q3 | $576K | Buy |
10,202
+439
| +4% | +$24.8K | ﹤0.01% | 268 |
|
|
2024
Q2 | $580K | Buy |
9,763
+680
| +7% | +$40.1K | ﹤0.01% | 250 |
|
|
2024
Q1 | $526K | Sell |
9,083
-754
| -8% | -$39.4K | ﹤0.01% | 243 |
|
|
2023
Q4 | $484K | Buy |
9,837
+1,226
| +14% | +$52.9K | ﹤0.01% | 231 |
|
|
2023
Q3 | $352K | Buy |
8,611
+211
| +3% | +$9.11K | ﹤0.01% | 227 |
|
|
2023
Q2 | $359K | Buy |
8,400
+642
| +8% | +$25.8K | ﹤0.01% | 234 |
|
|
2023
Q1 | $290K | Sell |
7,758
-914
| -11% | -$39.8K | ﹤0.01% | 250 |
|
|
2022
Q4 | $358K | Buy |
8,672
+84
| +1% | +$3.72K | ﹤0.01% | 235 |
|
|
2022
Q3 | $345K | Sell |
8,588
-288
| -3% | -$12.4K | ﹤0.01% | 225 |
|
|
2022
Q2 | $347K | Buy |
8,876
+945
| +12% | +$41.5K | ﹤0.01% | 233 |
|
|
2022
Q1 | $384K | Sell |
7,931
-1,147
| -13% | -$61.4K | ﹤0.01% | 223 |
|
|
2021
Q4 | $436K | Buy |
9,078
+1,144
| +14% | +$56.3K | ﹤0.01% | 172 |
|
|
2021
Q3 | $368K | Buy |
+7,934
| New | +$367K | ﹤0.01% | 197 |
|
|
2021
Q2 | – | Sell |
-8,722
| Closed | -$341K | – | 265 |
|
|
2021
Q1 | $341K | Buy |
8,722
+868
| +11% | +$30.7K | ﹤0.01% | 196 |
|
|
2020
Q4 | $237K | Sell |
7,854
-829
| -10% | -$21.5K | ﹤0.01% | 233 |
|
|
2020
Q3 | $204K | Sell |
8,683
-78
| -0.9% | -$1.92K | ﹤0.01% | 231 |
|
|
2020
Q2 | $224K | Buy |
8,761
+325
| +4% | +$8.89K | ﹤0.01% | 186 |
|
|
2020
Q1 | $242K | Buy |
8,436
+756
| +10% | +$32.1K | ﹤0.01% | 134 |
|
|
2019
Q4 | $413K | Sell |
7,680
-22
| -0.3% | -$1.15K | ﹤0.01% | 114 |
|
|
2019
Q3 | $388K | Buy |
7,702
+20
| +0.3% | +$942 | ﹤0.01% | 108 |
|
|
2019
Q2 | $364K | Buy |
7,682
+20
| +0.3% | +$935 | ﹤0.01% | 92 |
|
|
2019
Q1 | $370K | Sell |
7,662
-221
| -3% | -$10.9K | ﹤0.01% | 94 |
|
|
2018
Q4 | $363K | Buy |
7,883
+188
| +2% | +$9.63K | ﹤0.01% | 92 |
|
|
2018
Q3 | $404K | Buy |
7,695
+7,423
| +2,729% | +$424K | 0.01% | 51 |
|
|
2018
Q2 | $15K | Sell |
272
-11
| -4% | -$589 | ﹤0.01% | 84 |
|
|
2018
Q1 | $15K | Sell |
283
-515
| -65% | -$30.6K | ﹤0.01% | 92 |
|
|
2017
Q4 | $48K | Sell |
798
-713
| -47% | -$40.3K | ﹤0.01% | 75 |
|
|
2017
Q3 | $83K | Buy |
1,511
+1,128
| +295% | +$60K | ﹤0.01% | 79 |
|
|
2017
Q2 | $21K | Sell |
383
-62
| -14% | -$3.32K | ﹤0.01% | 64 |
|
|
2017
Q1 | $25K | Buy |
445
+12
| +3% | +$681 | ﹤0.01% | 62 |
|
|
2016
Q4 | $24K | Sell |
433
-469
| -52% | -$23.6K | ﹤0.01% | 63 |
|
|
2016
Q3 | $40K | Buy |
902
+472
| +110% | +$22.6K | 0.03% | 53 |
|
|
2016
Q2 | $20K | Sell |
430
-66
| -13% | -$3.22K | 0.02% | 51 |
|
|
2016
Q1 | $24K | Sell |
496
-37
| -7% | -$1.81K | 0.02% | 50 |
|
|
2015
Q4 | $29K | Sell |
533
-2,366
| -82% | -$128K | 0.02% | 51 |
|
|
2015
Q3 | $149K | Buy |
2,899
+2,352
| +430% | +$129K | 0.1% | 44 |
|
|
2015
Q2 | $31K | Sell |
547
-93
| -15% | -$5.18K | 0.02% | 53 |
|
|
2015
Q1 | $35K | Sell |
640
-42
| -6% | -$2.27K | 0.03% | 49 |
|
|
2014
Q4 | $37K | Sell |
682
-3
| -0.4% | -$159 | 0.03% | 49 |
|
|
2014
Q3 | $36K | Buy |
685
+574
| +517% | +$29.5K | 0.03% | 48 |
|
|
2014
Q2 | $6K | Buy |
111
+2
| +2% | +$101 | 0.01% | 53 |
|
|
2014
Q1 | $5K | Sell |
109
-7
| -6% | -$326 | ﹤0.01% | 51 |
|
|
2013
Q4 | $5K | Sell |
116
-135
| -54% | -$5.83K | ﹤0.01% | 53 |
|
|
2013
Q3 | $10K | Buy |
+251
| New | +$10.7K | 0.01% | 55 |
|
Other funds holding WFC
VCM
VPM
Financial Engines Advisors's WFC Position: Q1 2026 in Review
Financial Engines Advisors reduced its Wells Fargo (WFC) stake by 4.9% in Q1 2026, selling an estimated $80.2K and leaving 18,081 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #258.
Financial Engines Advisors first reported a position in WFC in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.77M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Financial Engines Advisors held 18,081 shares of Wells Fargo worth $1.44M as of Q1 2026.
- Financial Engines Advisors sold 934 Wells Fargo shares in Q1 2026, an estimated $80.2K.
- Wells Fargo made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #258 holding.
- Financial Engines Advisors first reported a position in Wells Fargo in Q3 2013 and has held it in 50 quarters since.
- Financial Engines Advisors's Wells Fargo position peaked at $1.77M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.