Florida Financial Advisors’s Wells Fargo WFC Stock Holding History

Florida Financial 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	$1.34M	Buy	16,814 +2,717	+19%	+$233K	0.32%	90
2025 Q4	$1.31M	Buy	14,097 +2,362	+20%	+$205K	0.36%	74
2025 Q3	$984K	Sell	11,735 -2,385	-17%	-$193K	0.3%	89
2025 Q2	$1.13M	Buy	14,120 +81	+0.6%	+$5.84K	0.38%	57
2025 Q1	$1M	Buy	14,039 +8,242	+142%	+$619K	0.4%	53
2024 Q4	$407K	Buy	5,797 +1,294	+29%	+$88.3K	0.18%	105
2024 Q3	$254K	Buy	4,503 +882	+24%	+$49.9K	0.13%	148
2024 Q2	$215K	Buy	+3,621	New	+$214K	0.13%	133

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

Florida Financial Advisors's WFC Position: Q1 2026 in Review

Florida Financial Advisors increased its Wells Fargo (WFC) stake by 19% in Q1 2026, buying an estimated $233K and bringing the position to 16,814 shares worth $1.34M. The position accounts for 0.32% of the portfolio, ranked #90.

Florida Financial Advisors first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Florida Financial Advisors held 16,814 shares of Wells Fargo worth $1.34M as of Q1 2026.
Florida Financial Advisors bought 2,717 Wells Fargo shares in Q1 2026, an estimated $233K.
Wells Fargo made up 0.32% of Florida Financial Advisors's portfolio in Q1 2026, its #90 holding.
Florida Financial Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.