Financial Insights’s Wells Fargo WFC Stock Holding History

Financial Insights’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	$697K	Sell	8,755 -223	-2%	-$19.2K	0.23%	64
2025 Q4	$837K	Buy	8,978 +370	+4%	+$32.1K	0.28%	54
2025 Q3	$722K	Buy	8,608 +1,258	+17%	+$102K	0.24%	55
2025 Q2	$589K	Hold	7,350	–	–	0.22%	63
2025 Q1	$528K	Hold	7,350	–	–	0.21%	60
2024 Q4	$516K	Hold	7,350	–	–	0.19%	66
2024 Q3	$415K	Sell	7,350 -403	-5%	-$22.8K	0.13%	98
2024 Q2	$460K	Buy	7,753 +4,078	+111%	+$241K	0.13%	103
2024 Q1	$213K	Buy	+3,675	New	+$192K	0.06%	156
2023 Q2	–	Sell	-7,090	Closed	-$265K	–	163
2023 Q1	$265K	Sell	7,090 -11,378	-62%	-$496K	0.11%	144
2022 Q4	$763K	Buy	18,468 +6,956	+60%	+$308K	0.36%	54
2022 Q3	$463K	Buy	+11,512	New	+$495K	0.31%	67

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 Insights's WFC Position: Q1 2026 in Review

Financial Insights reduced its Wells Fargo (WFC) stake by 2.5% in Q1 2026, selling an estimated $19.2K and leaving 8,755 shares worth $697K. The position accounts for 0.23% of the portfolio, ranked #64.

Financial Insights first reported a position in WFC in Q3 2022 and has held it in 12 quarters since. The position peaked at $837K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Financial Insights held 8,755 shares of Wells Fargo worth $697K as of Q1 2026.
Financial Insights sold 223 Wells Fargo shares in Q1 2026, an estimated $19.2K.
Wells Fargo made up 0.23% of Financial Insights's portfolio in Q1 2026, its #64 holding.
Financial Insights first reported a position in Wells Fargo in Q3 2022 and has held it in 12 quarters since.
Financial Insights's Wells Fargo position peaked at $837K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.