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Focused Wealth Management’s Wells Fargo WFC Stock Holding History

Focused 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 		$766K Buy
9,625
+5,161
+116% +$443K 0.08% 88
2025
Q4 		$416K Sell
4,464
-486
-10% -$42.2K 0.04% 121
2025
Q3 		$415K Buy
4,950
+2,334
+89% +$189K 0.04% 122
2025
Q2 		$210K Buy
+2,616
New +$189K 0.03% 170
2024
Q4 		– Sell
-1,415
Closed -$79.9K – 263
2024
Q3 		$79.9K Buy
+1,415
New +$80K 0.01% 223
2024
Q1 		– Sell
-695
Closed -$34.2K – 974
2023
Q4 		$34.2K Buy
695
+317
+84% +$13.7K 0.01% 363
2023
Q3 		$15.5K Sell
378
-71
-16% -$3.06K ﹤0.01% 464
2023
Q2 		$19.2K Hold
449
– – ﹤0.01% 439
2023
Q1 		$16.8K Sell
449
-19
-4% -$828 ﹤0.01% 463
2022
Q4 		$19.3K Buy
468
+21
+5% +$929 ﹤0.01% 434
2022
Q3 		$18K Buy
447
+1
+0.2% +$43 ﹤0.01% 416
2022
Q2 		$17K Sell
446
-1,589
-78% -$69.7K ﹤0.01% 432
2022
Q1 		$99K Sell
2,035
-2,099
-51% -$112K 0.02% 211
2021
Q4 		$198K Buy
4,134
+501
+14% +$24.7K 0.03% 171
2021
Q3 		$169K Buy
3,633
+129
+4% +$5.97K 0.03% 188
2021
Q2 		$159K Hold
3,504
– – 0.03% 204
2021
Q1 		$137K Hold
3,504
– – 0.02% 228
2020
Q4 		$106K Sell
3,504
-2,222
-39% -$57.5K 0.02% 256
2020
Q3 		$135K Buy
5,726
+2,001
+54% +$49.3K 0.03% 189
2020
Q2 		$95K Buy
3,725
+2
+0.1% +$55 0.02% 236
2020
Q1 		$107K Buy
3,723
+101
+3% +$4.29K 0.03% 188
2019
Q4 		$195K Hold
3,622
– – 0.05% 154
2019
Q3 		$183K Buy
3,622
+3,000
+482% +$141K 0.05% 149
2019
Q2 		$29K Hold
622
– – 0.01% 377
2019
Q1 		$30K Hold
622
– – 0.01% 337
2018
Q4 		$29K Hold
622
– – 0.01% 347
2018
Q3 		$33K Hold
622
– – 0.01% 329
2018
Q2 		$34K Hold
622
– – 0.01% 307
2018
Q1 		$33K Buy
622
+100
+19% +$5.94K 0.01% 334
2017
Q4 		$32K Sell
522
-557
-52% -$31.5K 0.01% 340
2017
Q3 		$60K Sell
1,079
-1,123
-51% -$59.7K 0.02% 215
2017
Q2 		$122K Sell
2,202
-43
-2% -$2.3K 0.05% 200
2017
Q1 		$125K Sell
2,245
-203
-8% -$11.5K 0.05% 199
2016
Q4 		$135K Sell
2,448
-1,284
-34% -$64.6K 0.06% 196
2016
Q3 		$165K Sell
3,732
-3,991
-52% -$191K 0.07% 160
2016
Q2 		$366K Buy
7,723
+2,541
+49% +$124K 0.17% 84
2016
Q1 		$251K Buy
5,182
+256
+5% +$12.5K 0.14% 97
2015
Q4 		$268K Buy
4,926
+14
+0.3% +$760 0.15% 95
2015
Q3 		$252K Buy
4,912
+412
+9% +$22.7K 0.16% 86
2015
Q2 		$253K Buy
4,500
+9
+0.2% +$502 0.16% 85
2015
Q1 		$244K Sell
4,491
-132
-3% -$7.13K 0.15% 91
2014
Q4 		$253K Buy
4,623
+57
+1% +$3.02K 0.18% 82
2014
Q3 		$237K Buy
4,566
+9
+0.2% +$463 0.18% 91
2014
Q2 		$240K Sell
4,557
-208
-4% -$10.5K 0.19% 80
2014
Q1 		$237K Buy
4,765
+12
+0.3% +$559 0.2% 76
2013
Q4 		$216K Buy
4,753
+32
+0.7% +$1.38K 0.18% 86
2013
Q3 		$195K Buy
+4,721
New +$202K 0.19% 83

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

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

Focused Wealth Management increased its Wells Fargo (WFC) stake by 116% in Q1 2026, buying an estimated $443K and bringing the position to 9,625 shares worth $766K. The position accounts for 0.08% of the portfolio, ranked #88.

Focused Wealth Management first reported a position in WFC in Q3 2013 and has held it in 47 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Focused Wealth Management held 9,625 shares of Wells Fargo worth $766K as of Q1 2026.
  • Focused Wealth Management bought 5,161 Wells Fargo shares in Q1 2026, an estimated $443K.
  • Wells Fargo made up 0.08% of Focused Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Focused Wealth Management first reported a position in Wells Fargo in Q3 2013 and has held it in 47 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.