Frank Rimerman Advisors’s Wells Fargo WFC Stock Holding History

Frank Rimerman 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	$2.87M	Sell	36,071 -1,027	-3%	-$88.2K	0.19%	91
2025 Q4	$3.46M	Buy	37,098 +3,774	+11%	+$328K	0.22%	78
2025 Q3	$2.79M	Buy	33,324 +3,086	+10%	+$250K	0.18%	93
2025 Q2	$2.42M	Buy	30,238 +6,858	+29%	+$494K	0.16%	102
2025 Q1	$1.68M	Buy	23,380 +2,848	+14%	+$214K	0.13%	126
2024 Q4	$1.44M	Buy	20,532 +449	+2%	+$30.7K	0.1%	142
2024 Q3	$1.13M	Sell	20,083 -601	-3%	-$34K	0.08%	195
2024 Q2	$1.23M	Buy	20,684 +20,644	+51,610%	+$1.22M	0.09%	178
2024 Q1	$2.32K	Hold	40	–	–	﹤0.01%	271
2023 Q4	$1.97K	Buy	+40	New	+$1.73K	﹤0.01%	266

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Frank Rimerman Advisors's WFC Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Wells Fargo (WFC) stake by 2.8% in Q1 2026, selling an estimated $88.2K and leaving 36,071 shares worth $2.87M. The position accounts for 0.19% of the portfolio, ranked #91.

Frank Rimerman Advisors first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.46M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Frank Rimerman Advisors held 36,071 shares of Wells Fargo worth $2.87M as of Q1 2026.
Frank Rimerman Advisors sold 1,027 Wells Fargo shares in Q1 2026, an estimated $88.2K.
Wells Fargo made up 0.19% of Frank Rimerman Advisors's portfolio in Q1 2026, its #91 holding.
Frank Rimerman Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Wells Fargo position peaked at $3.46M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.