First National Advisers’s Wells Fargo WFC Stock Holding History

First National Advisers’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	$4.36M	Sell	54,806 -7,936	-13%	-$682K	0.64%	32
2025 Q4	$5.85M	Sell	62,742 -1,592	-2%	-$138K	0.8%	24
2025 Q3	$5.39M	Buy	64,334 +1,084	+2%	+$87.9K	0.73%	29
2025 Q2	$5.07M	Sell	63,250 -250	-0.4%	-$18K	0.74%	27
2025 Q1	$4.56M	Sell	63,500 -8,988	-12%	-$675K	0.73%	33
2024 Q4	$5.09M	Buy	72,488 +3,503	+5%	+$239K	0.82%	25
2024 Q3	$3.9M	Buy	68,985 +3,428	+5%	+$194K	0.62%	43
2024 Q2	$3.89M	Buy	65,557 +16,098	+33%	+$950K	0.71%	41
2024 Q1	$2.57M	Buy	49,459 +10,627	+27%	+$556K	0.58%	54
2023 Q4	$1.91M	Buy	38,832 +14,289	+58%	+$617K	0.55%	65
2023 Q3	$1M	Buy	24,543 +9,801	+66%	+$423K	0.45%	79
2023 Q2	$629K	Buy	14,742 +498	+3%	+$20K	0.58%	65
2023 Q1	$532K	Buy	14,244 +521	+4%	+$22.7K	0.6%	62
2022 Q4	$567K	Buy	13,723 +3,405	+33%	+$151K	0.73%	54
2022 Q3	$415K	Buy	10,318 +2,890	+39%	+$124K	0.61%	60
2022 Q2	$291K	Buy	+7,428	New	+$326K	0.6%	71

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

First National Advisers's WFC Position: Q1 2026 in Review

First National Advisers reduced its Wells Fargo (WFC) stake by 13% in Q1 2026, selling an estimated $682K and leaving 54,806 shares worth $4.36M. The position accounts for 0.64% of the portfolio, ranked #32.

First National Advisers first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.85M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

First National Advisers held 54,806 shares of Wells Fargo worth $4.36M as of Q1 2026.
First National Advisers sold 7,936 Wells Fargo shares in Q1 2026, an estimated $682K.
Wells Fargo made up 0.64% of First National Advisers's portfolio in Q1 2026, its #32 holding.
First National Advisers first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
First National Advisers's Wells Fargo position peaked at $5.85M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.