FIM
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FWL Investment Management’s Wells Fargo WFC Stock Holding History

FWL Investment Management’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 		– Sell
-355
Closed -$33.1K – 416
2025
Q4 		$33.1K Buy
+355
New +$30.8K 0.01% 193

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

FWL Investment Management's WFC Position: Q1 2026 in Review

FWL Investment Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 355 shares — an estimated $33.1K sold.

FWL Investment Management first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $33.1K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • FWL Investment Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 355 Wells Fargo shares in Q1 2026, an estimated $33.1K.
  • FWL Investment Management first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • FWL Investment Management's Wells Fargo position peaked at $33.1K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.