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Fountainhead AM’s Wells Fargo WFC Stock Holding History

Fountainhead AM’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 		$113K Buy
1,414
+862
+156% +$74K 0.1% 130
2025
Q4 		$51.5K Sell
552
-4,976
-90% -$432K 0.08% 101
2025
Q3 		$463K Sell
5,528
-432
-7% -$35K 0.06% 128
2025
Q2 		$478K Buy
5,960
+1,801
+43% +$130K 0.07% 117
2025
Q1 		$299K Buy
4,159
+733
+21% +$55K 0.05% 135
2024
Q4 		$241K Buy
+3,426
New +$234K 0.04% 145

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

Fountainhead AM's WFC Position: Q1 2026 in Review

Fountainhead AM increased its Wells Fargo (WFC) stake by 156% in Q1 2026, buying an estimated $74K and bringing the position to 1,414 shares worth $113K. The position accounts for 0.1% of the portfolio, ranked #130.

Fountainhead AM first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Fountainhead AM held 1,414 shares of Wells Fargo worth $113K as of Q1 2026.
  • Fountainhead AM bought 862 Wells Fargo shares in Q1 2026, an estimated $74K.
  • Wells Fargo made up 0.1% of Fountainhead AM's portfolio in Q1 2026, its #130 holding.
  • Fountainhead AM first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Fountainhead AM's Wells Fargo position peaked at $478K in Q2 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.