Financial Gravity Asset Management’s Wells Fargo WFC Stock Holding History

Financial Gravity Asset Management’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	$73.9K	Buy	+928	New	+$79.7K	0.01%	255
2025 Q4	–	Sell	-73	Closed	-$6.12K	–	944
2025 Q3	$6.12K	Buy	+73	New	+$5.92K	﹤0.01%	651
2025 Q1	$66.6K	Buy	+928	New	+$69.7K	0.01%	268
2024 Q2	–	Sell	-4	Closed	-$231	–	2439
2024 Q1	$231	Buy	4 +3	+300%	+$157	﹤0.01%	1590
2023 Q4	$52	Hold	1	–	–	﹤0.01%	1331
2023 Q3	$52	Sell	1 -42	-98%	-$1.81K	﹤0.01%	1043
2023 Q2	$1.73K	Buy	43 +6	+16%	+$242	﹤0.01%	677
2023 Q1	$2.59K	Sell	37 -4	-10%	-$174	0.08%	255
2022 Q4	$1.6K	Sell	41 -599	-94%	-$26.5K	0.01%	578
2022 Q3	$2.9K	Sell	640 -62	-9%	-$2.66K	0.1%	216
2022 Q2	$2.9K	Sell	702 -162	-19%	-$7.11K	0.09%	221
2022 Q1	$3.24K	Sell	864 -288	-25%	-$15.4K	0.09%	193
2021 Q4	$4.84K	Buy	1,152 +1,049	+1,018%	+$51.6K	0.11%	216
2021 Q3	$46K	Sell	103 -6	-6%	-$278	0.02%	601
2021 Q2	$45K	Sell	109 -16	-13%	-$714	0.02%	605
2021 Q1	$4.89K	Buy	125 +68	+119%	+$2.41K	0.1%	147
2020 Q4	$2K	Buy	+57	New	+$1.48K	﹤0.01%	352
2020 Q2	–	Sell	-680	Closed	-$16.6K	–	920
2020 Q1	$16.6K	Sell	680 -87	-11%	-$3.7K	0.05%	141
2019 Q4	$72K	Buy	767 +34	+5%	+$1.78K	0.05%	467
2019 Q3	$37K	Buy	733 +2	+0.3%	+$94	0.03%	339
2019 Q2	$35K	Sell	731 -26	-3%	-$1.22K	0.03%	392
2019 Q1	$37K	Buy	+757	New	+$37.2K	0.03%	368
2018 Q3	$86K	Buy	1,638 +1,161	+243%	+$66.3K	0.09%	231
2018 Q2	$28K	Buy	477 +124	+35%	+$6.64K	0.03%	438
2018 Q1	$18K	Buy	+353	New	+$21K	0.02%	514

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

Financial Gravity Asset Management's WFC Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Wells Fargo (WFC) in Q1 2026: 928 shares worth $73.9K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WFC as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in WFC in Q1 2018 and has held it in 25 quarters since. The position peaked at $86K in Q3 2018. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Financial Gravity Asset Management held 928 shares of Wells Fargo worth $73.9K as of Q1 2026.
Wells Fargo was a new Financial Gravity Asset Management position in Q1 2026.
Wells Fargo made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #255 holding.
Financial Gravity Asset Management first reported a position in Wells Fargo in Q1 2018 and has held it in 25 quarters since.
Financial Gravity Asset Management's Wells Fargo position peaked at $86K in Q3 2018.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.