FWM
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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
2024
Q4 		– Sell
-20,000
Closed -$1.13M – 262
2024
Q3 		$1.13M Buy
+20,000
New +$1.13M 0.15% 70
2021
Q1 		– Sell
-36,000
Closed -$24K – 1018
2020
Q4 		$24K Buy
+36,000
New +$932K ﹤0.01% 446

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. 2,798 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.
  • 2,798 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.