Gallagher Fiduciary Advisors’s Wells Fargo WFC Stock Holding History

Gallagher Fiduciary 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	$523K	Sell	6,566 -918	-12%	-$78.8K	0.02%	151
2025 Q4	$698K	Sell	7,484 -66	-0.9%	-$5.73K	0.02%	137
2025 Q3	$633K	Sell	7,550 -5,088	-40%	-$413K	0.02%	124
2025 Q2	$1.01M	Sell	12,638 -558	-4%	-$40.2K	0.04%	74
2025 Q1	$947K	Sell	13,196 -24	-0.2%	-$1.8K	0.03%	91
2024 Q4	$929K	Sell	13,220 -10	-0.1%	-$683	0.18%	64
2024 Q3	$747K	Sell	13,230 -1,457	-10%	-$82.4K	0.15%	76
2024 Q2	$872K	Sell	14,687 -931	-6%	-$55K	0.2%	58
2024 Q1	$905K	Sell	15,618 -1,494	-9%	-$78.2K	0.03%	61
2023 Q4	$842K	Sell	17,112 -1,151	-6%	-$49.7K	0.03%	62
2023 Q3	$746K	Sell	18,263 -2,869	-14%	-$124K	0.07%	61
2023 Q2	$902K	Buy	21,132 +162	+0.8%	+$6.52K	0.07%	65
2023 Q1	$784K	Buy	+20,970	New	+$914K	0.06%	87

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

Gallagher Fiduciary Advisors's WFC Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $78.8K and leaving 6,566 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #151.

Gallagher Fiduciary Advisors first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Gallagher Fiduciary Advisors held 6,566 shares of Wells Fargo worth $523K as of Q1 2026.
Gallagher Fiduciary Advisors sold 918 Wells Fargo shares in Q1 2026, an estimated $78.8K.
Wells Fargo made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #151 holding.
Gallagher Fiduciary Advisors first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's Wells Fargo position peaked at $1.01M in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.