Formulate Financial’s Wells Fargo WFC Stock Holding History

Formulate Financial’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	–	Sell	-2,170	Closed	-$202K	–	30
2025 Q4	$202K	Buy	+2,170	New	+$188K	0.24%	27

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Formulate Financial's WFC Position: Q1 2026 in Review

Formulate Financial sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,170 shares — an estimated $202K sold.

Formulate Financial first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Formulate Financial reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Formulate Financial sold 2,170 Wells Fargo shares in Q1 2026, an estimated $202K.
Formulate Financial first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Formulate Financial's Wells Fargo position peaked at $202K in Q4 2025.
2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Formulate Financial's 13F filing for Q1 2026, filed 29 Apr 2026.