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Flagship Wealth Advisors’s Wells Fargo WFC Stock Holding History

Flagship Wealth Advisors’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 		$205K Hold
2,556
– – 0.09% 101
2025
Q4 		$238K Hold
2,556
– – 0.07% 112
2025
Q3 		$214K Hold
2,556
– – 0.07% 115
2025
Q2 		$205K Buy
2,556
+556
+28% +$40.1K 0.08% 113
2025
Q1 		$144K Sell
2,000
-191
-9% -$14.3K 0.06% 127
2024
Q4 		$154K Buy
+2,191
New +$150K 0.09% 111

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Flagship Wealth Advisors's WFC Position: Q1 2026 in Review

Flagship Wealth Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 2,556 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #101.

Flagship Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Flagship Wealth Advisors held 2,556 shares of Wells Fargo worth $205K as of Q1 2026.
  • Flagship Wealth Advisors left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.09% of Flagship Wealth Advisors's portfolio in Q1 2026, its #101 holding.
  • Flagship Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Wells Fargo position peaked at $238K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.