Forvis Mazars Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $887K | Sell |
11,145
-1,100
| -9% | -$94.5K | 0.02% | 223 |
|
|
2025
Q4 | $1.14M | Sell |
12,245
-945
| -7% | -$82K | 0.02% | 195 |
|
|
2025
Q3 | $1.11M | Sell |
13,190
-546
| -4% | -$44.3K | 0.02% | 198 |
|
|
2025
Q2 | $1.1M | Buy |
13,736
+758
| +6% | +$54.7K | 0.02% | 196 |
|
|
2025
Q1 | $932K | Buy |
12,978
+159
| +1% | +$11.9K | 0.02% | 213 |
|
|
2024
Q4 | $900K | Sell |
12,819
-179
| -1% | -$12.2K | 0.02% | 237 |
|
|
2024
Q3 | $734K | Sell |
12,998
-510
| -4% | -$28.8K | 0.02% | 260 |
|
|
2024
Q2 | $802K | Sell |
13,508
-13,714
| -50% | -$810K | 0.02% | 228 |
|
|
2024
Q1 | $1.58M | Buy |
27,222
+16,515
| +154% | +$864K | 0.04% | 180 |
|
|
2023
Q4 | $527K | Sell |
10,707
-1,777
| -14% | -$76.7K | 0.01% | 273 |
|
|
2023
Q3 | $510K | Buy |
12,484
+123
| +1% | +$5.31K | 0.02% | 272 |
|
|
2023
Q2 | $528K | Sell |
12,361
-724
| -6% | -$29.1K | 0.02% | 286 |
|
|
2023
Q1 | $489K | Sell |
13,085
-204
| -2% | -$8.89K | 0.02% | 271 |
|
|
2022
Q4 | $549K | Sell |
13,289
-404
| -3% | -$17.9K | 0.02% | 253 |
|
|
2022
Q3 | $551K | Sell |
13,693
-847
| -6% | -$36.4K | 0.02% | 246 |
|
|
2022
Q2 | $570K | Buy |
14,540
+1,919
| +15% | +$84.2K | 0.02% | 232 |
|
|
2022
Q1 | $612K | Buy |
12,621
+2,871
| +29% | +$154K | 0.03% | 176 |
|
|
2021
Q4 | $468K | Buy |
9,750
+953
| +11% | +$46.9K | 0.02% | 186 |
|
|
2021
Q3 | $408K | Buy |
+8,797
| New | +$407K | 0.02% | 198 |
|
|
2020
Q3 | – | Sell |
-14,859
| Closed | -$380K | – | 333 |
|
|
2020
Q2 | $380K | Sell |
14,859
-7,734
| -34% | -$212K | 0.02% | 224 |
|
|
2020
Q1 | $648K | Sell |
22,593
-19,884
| -47% | -$845K | 0.05% | 145 |
|
|
2019
Q4 | $2.29M | Sell |
42,477
-1,384
| -3% | -$72.5K | 0.16% | 73 |
|
|
2019
Q3 | $2.21M | Buy |
43,861
+2,389
| +6% | +$113K | 0.18% | 74 |
|
|
2019
Q2 | $1.96M | Sell |
41,472
-25,676
| -38% | -$1.2M | 0.16% | 78 |
|
|
2019
Q1 | $3.25M | Buy |
67,148
+36,372
| +118% | +$1.79M | 0.27% | 55 |
|
|
2018
Q4 | $1.42M | Buy |
+30,776
| New | +$1.58M | 0.15% | 78 |
|
|
2018
Q3 | – | Sell |
-44,443
| Closed | -$2.46M | – | 249 |
|
|
2018
Q2 | $2.46M | Buy |
44,443
+2,066
| +5% | +$111K | 0.24% | 61 |
|
|
2018
Q1 | $2.22M | Sell |
42,377
-2,885
| -6% | -$171K | 0.22% | 64 |
|
|
2017
Q4 | $2.75M | Buy |
45,262
+662
| +1% | +$37.4K | 0.27% | 49 |
|
|
2017
Q3 | $2.46M | Buy |
44,600
+3,843
| +9% | +$204K | 0.27% | 54 |
|
|
2017
Q2 | $2.26M | Buy |
40,757
+5,266
| +15% | +$282K | 0.26% | 59 |
|
|
2017
Q1 | $1.98M | Sell |
35,491
-708
| -2% | -$40.2K | 0.24% | 60 |
|
|
2016
Q4 | $2M | Buy |
36,199
+3,426
| +10% | +$172K | 0.26% | 51 |
|
|
2016
Q3 | $1.45M | Sell |
32,773
-1,756
| -5% | -$84K | 0.2% | 61 |
|
|
2016
Q2 | $1.63M | Sell |
34,529
-1,267
| -4% | -$61.8K | 0.24% | 57 |
|
|
2016
Q1 | $1.73M | Sell |
35,796
-4,353
| -11% | -$213K | 0.28% | 45 |
|
|
2015
Q4 | $2.18M | Buy |
40,149
+27,047
| +206% | +$1.47M | 0.33% | 39 |
|
|
2015
Q3 | $673K | Buy |
13,102
+4,210
| +47% | +$232K | 0.12% | 86 |
|
|
2015
Q2 | $500K | Buy |
8,892
+335
| +4% | +$18.7K | 0.07% | 106 |
|
|
2015
Q1 | $466K | Buy |
8,557
+1,566
| +22% | +$84.6K | 0.07% | 115 |
|
|
2014
Q4 | $383K | Buy |
6,991
+180
| +3% | +$9.53K | 0.06% | 111 |
|
|
2014
Q3 | $353K | Sell |
6,811
-545
| -7% | -$28K | 0.06% | 102 |
|
|
2014
Q2 | $387K | Sell |
7,356
-3,058
| -29% | -$154K | 0.07% | 101 |
|
|
2014
Q1 | $520K | Sell |
10,414
-520
| -5% | -$24.2K | 0.09% | 105 |
|
|
2013
Q4 | $496K | Buy |
10,934
+62
| +0.6% | +$2.68K | 0.09% | 107 |
|
|
2013
Q3 | $449K | Sell |
10,872
-779
| -7% | -$33.3K | 0.09% | 106 |
|
|
2013
Q2 | $481K | Buy |
+11,651
| New | +$454K | 0.38% | 65 |
|
Other funds holding WFC
VCM
VPM
Forvis Mazars Wealth Advisors's WFC Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Wells Fargo (WFC) stake by 9% in Q1 2026, selling an estimated $94.5K and leaving 11,145 shares worth $887K. The position accounts for 0.02% of the portfolio, ranked #223.
Forvis Mazars Wealth Advisors first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.25M in Q1 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Forvis Mazars Wealth Advisors held 11,145 shares of Wells Fargo worth $887K as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 1,100 Wells Fargo shares in Q1 2026, an estimated $94.5K.
- Wells Fargo made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #223 holding.
- Forvis Mazars Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
- Forvis Mazars Wealth Advisors's Wells Fargo position peaked at $3.25M in Q1 2019.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.