Financial Management Network’s Wells Fargo WFC Stock Holding History

Financial Management Network’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	$259K	Sell	3,005 -245	-8%	-$21K	0.04%	173
2025 Q4	$309K	Buy	3,250 +180	+6%	+$15.6K	0.05%	148
2025 Q3	$248K	Sell	3,070 -700	-19%	-$56.8K	0.04%	161
2025 Q2	$315K	Buy	+3,770	New	+$272K	0.06%	138
2025 Q1	–	Sell	-3,136	Closed	-$224K	–	166
2024 Q4	$224K	Sell	3,136 -509	-14%	-$34.8K	0.05%	151
2024 Q3	$208K	Buy	3,645 +66	+2%	+$3.73K	0.04%	164
2024 Q2	$213K	Sell	3,579 -149	-4%	-$8.8K	0.05%	143
2024 Q1	$211K	Buy	+3,728	New	+$195K	0.05%	150

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 Management Network's WFC Position: Q1 2026 in Review

Financial Management Network reduced its Wells Fargo (WFC) stake by 7.5% in Q1 2026, selling an estimated $21K and leaving 3,005 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #173.

Financial Management Network first reported a position in WFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $315K in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Financial Management Network held 3,005 shares of Wells Fargo worth $259K as of Q1 2026.
Financial Management Network sold 245 Wells Fargo shares in Q1 2026, an estimated $21K.
Wells Fargo made up 0.04% of Financial Management Network's portfolio in Q1 2026, its #173 holding.
Financial Management Network first reported a position in Wells Fargo in Q1 2024 and has held it in 8 quarters since.
Financial Management Network's Wells Fargo position peaked at $315K in Q2 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.