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Fort Sheridan Advisors’s Wells Fargo WFC Stock Holding History

Fort Sheridan 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 		$2.04M Buy
25,605
+1,185
+5% +$102K 0.25% 75
2025
Q4 		$2.28M Buy
24,420
+150
+0.6% +$13K 0.29% 62
2025
Q3 		$2.03M Buy
24,270
+800
+3% +$64.9K 0.27% 68
2025
Q2 		$1.88M Sell
23,470
-95
-0.4% -$6.85K 0.27% 68
2025
Q1 		$1.69M Sell
23,565
-415
-2% -$31.2K 0.26% 70
2024
Q4 		$1.68M Sell
23,980
-775
-3% -$52.9K 0.25% 73
2024
Q3 		$1.4M Sell
24,755
-825
-3% -$46.7K 0.21% 79
2024
Q2 		$1.52M Buy
25,580
+4,835
+23% +$285K 0.25% 73
2024
Q1 		$1.2M Sell
20,745
-9,040
-30% -$473K 0.23% 77
2023
Q4 		$1.47M Hold
29,785
– – 0.29% 63
2023
Q3 		$1.22M Buy
29,785
+15,000
+101% +$648K 0.28% 65
2023
Q2 		$631K Hold
14,785
– – 0.14% 101
2023
Q1 		$553K Buy
14,785
+3,100
+27% +$135K 0.14% 105
2022
Q4 		$482K Sell
11,685
-350
-3% -$15.5K 0.16% 108
2022
Q3 		$484K Sell
12,035
-1,100
-8% -$47.3K 0.16% 103
2022
Q2 		$514K Sell
13,135
-810
-6% -$35.5K 0.17% 97
2022
Q1 		$676K Buy
13,945
+950
+7% +$50.8K 0.2% 88
2021
Q4 		$624K Buy
12,995
+100
+0.8% +$4.92K 0.18% 94
2021
Q3 		$598K Sell
12,895
-776
-6% -$35.9K 0.2% 93
2021
Q2 		$619K Buy
13,671
+1,175
+9% +$52.5K 0.21% 89
2021
Q1 		$488K Buy
12,496
+2,756
+28% +$97.6K 0.19% 80
2020
Q4 		$294K Sell
9,740
-480
-5% -$12.4K 0.14% 95
2020
Q3 		$240K Sell
10,220
-6,766
-40% -$167K 0.14% 92
2020
Q2 		$435K Sell
16,986
-684
-4% -$18.7K 0.27% 54
2020
Q1 		$507K Sell
17,670
-450
-2% -$19.1K 0.37% 42
2019
Q4 		$975K Buy
18,120
+4,050
+29% +$212K 0.52% 32
2019
Q3 		$710K Sell
14,070
-100
-0.7% -$4.71K 0.4% 36
2019
Q2 		$671K Buy
14,170
+550
+4% +$25.7K 0.39% 39
2019
Q1 		$658K Buy
13,620
+30
+0.2% +$1.48K 0.43% 34
2018
Q4 		$626K Buy
+13,590
New +$696K 0.44% 31

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

Fort Sheridan Advisors's WFC Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Wells Fargo (WFC) stake by 4.9% in Q1 2026, buying an estimated $102K and bringing the position to 25,605 shares worth $2.04M. The position accounts for 0.25% of the portfolio, ranked #75.

Fort Sheridan Advisors first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.28M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Fort Sheridan Advisors held 25,605 shares of Wells Fargo worth $2.04M as of Q1 2026.
  • Fort Sheridan Advisors bought 1,185 Wells Fargo shares in Q1 2026, an estimated $102K.
  • Wells Fargo made up 0.25% of Fort Sheridan Advisors's portfolio in Q1 2026, its #75 holding.
  • Fort Sheridan Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Fort Sheridan Advisors's Wells Fargo position peaked at $2.28M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.