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Financial Freedom LLC’s Wells Fargo WFC Stock Holding History

Financial Freedom LLC’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 		$121K Buy
1,515
+296
+24% +$25.4K 0.06% 127
2025
Q4 		$114K Buy
1,219
+4
+0.3% +$347 0.06% 131
2025
Q3 		$102K Buy
1,215
+3
+0.2% +$243 0.05% 137
2025
Q2 		$97K Buy
1,212
+5
+0.4% +$361 0.05% 136
2025
Q1 		$86.7K Buy
1,207
+3
+0.2% +$225 0.05% 142
2024
Q4 		$84.6K Buy
1,204
+4
+0.3% +$273 0.04% 137
2024
Q3 		$67.8K Buy
1,200
+5
+0.4% +$283 0.04% 153
2024
Q2 		$71K Buy
1,195
+618
+107% +$36.5K 0.04% 146
2024
Q1 		$33.4K Buy
577
+2
+0.3% +$105 0.02% 182
2023
Q4 		$28.3K Buy
575
+3
+0.5% +$129 0.02% 194
2023
Q3 		$23.4K Sell
572
-18
-3% -$777 0.02% 199
2023
Q2 		$25.2K Buy
590
+3
+0.5% +$121 0.02% 193
2023
Q1 		$22K Buy
587
+2
+0.3% +$87 0.02% 203
2022
Q4 		$24.2K Buy
+585
New +$25.9K 0.02% 195

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 Freedom LLC's WFC Position: Q1 2026 in Review

Financial Freedom LLC increased its Wells Fargo (WFC) stake by 24% in Q1 2026, buying an estimated $25.4K and bringing the position to 1,515 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #127.

Financial Freedom LLC first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Financial Freedom LLC held 1,515 shares of Wells Fargo worth $121K as of Q1 2026.
  • Financial Freedom LLC bought 296 Wells Fargo shares in Q1 2026, an estimated $25.4K.
  • Wells Fargo made up 0.06% of Financial Freedom LLC's portfolio in Q1 2026, its #127 holding.
  • Financial Freedom LLC first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.