Frazier Financial Advisors’s Wells Fargo WFC Stock Holding History

Frazier Financial 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	$144K	Buy	1,815 +279	+18%	+$24K	0.08%	85
2025 Q4	$143K	Buy	1,536 +384	+33%	+$33.3K	0.08%	86
2025 Q3	$96.6K	Buy	1,152 +91	+9%	+$7.38K	0.06%	103
2025 Q2	$85K	Sell	1,061 -83	-7%	-$5.98K	0.06%	109
2025 Q1	$82.1K	Buy	1,144 +2	+0.2%	+$150	0.06%	98
2024 Q4	$80.4K	Sell	1,142 -24	-2%	-$1.64K	0.06%	98
2024 Q3	$65.9K	Sell	1,166 -441	-27%	-$24.9K	0.05%	118
2024 Q2	$95.4K	Buy	1,607 +63	+4%	+$3.72K	0.08%	99
2024 Q1	$89.5K	Buy	1,544 +79	+5%	+$4.13K	0.07%	109
2023 Q4	$72.1K	Buy	+1,465	New	+$63.2K	0.06%	111

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

Frazier Financial Advisors's WFC Position: Q1 2026 in Review

Frazier Financial Advisors increased its Wells Fargo (WFC) stake by 18% in Q1 2026, buying an estimated $24K and bringing the position to 1,815 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #85.

Frazier Financial Advisors first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Frazier Financial Advisors held 1,815 shares of Wells Fargo worth $144K as of Q1 2026.
Frazier Financial Advisors bought 279 Wells Fargo shares in Q1 2026, an estimated $24K.
Wells Fargo made up 0.08% of Frazier Financial Advisors's portfolio in Q1 2026, its #85 holding.
Frazier Financial Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.