Finer Wealth Management’s Wells Fargo WFC Stock Holding History

Finer Wealth 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	$254K	Sell	3,187 -43	-1%	-$3.69K	0.13%	80
2025 Q4	$301K	Hold	3,230	–	–	0.15%	68
2025 Q3	$271K	Sell	3,230 -34	-1%	-$2.76K	0.13%	75
2025 Q2	$262K	Sell	3,264 -62	-2%	-$4.47K	0.14%	79
2025 Q1	$239K	Sell	3,326 -56	-2%	-$4.2K	0.14%	78
2024 Q4	$238K	Buy	+3,382	New	+$231K	0.14%	78
2024 Q3	–	Sell	-3,551	Closed	-$211K	–	81
2024 Q2	$211K	Sell	3,551 -30	-0.8%	-$1.77K	0.14%	71
2024 Q1	$208K	Sell	3,581 -1,029	-22%	-$53.8K	0.14%	74
2023 Q4	$227K	Sell	4,610 -1,233	-21%	-$53.2K	0.17%	74
2023 Q3	$239K	Buy	5,843 +353	+6%	+$15.2K	0.19%	71
2023 Q2	$234K	Sell	5,490 -40	-0.7%	-$1.61K	0.18%	78
2023 Q1	$207K	Buy	+5,530	New	+$241K	0.17%	80

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

Finer Wealth Management's WFC Position: Q1 2026 in Review

Finer Wealth Management reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $3.69K and leaving 3,187 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #80.

Finer Wealth Management first reported a position in WFC in Q1 2023 and has held it in 12 quarters since. The position peaked at $301K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Finer Wealth Management held 3,187 shares of Wells Fargo worth $254K as of Q1 2026.
Finer Wealth Management sold 43 Wells Fargo shares in Q1 2026, an estimated $3.69K.
Wells Fargo made up 0.13% of Finer Wealth Management's portfolio in Q1 2026, its #80 holding.
Finer Wealth Management first reported a position in Wells Fargo in Q1 2023 and has held it in 12 quarters since.
Finer Wealth Management's Wells Fargo position peaked at $301K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.