Galvin Gaustad & Stein’s Wells Fargo WFC Stock Holding History

Galvin Gaustad & Stein’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	$216K	Sell	2,718 -75	-3%	-$6.44K	0.02%	243
2025 Q4	$260K	Sell	2,793 -100	-3%	-$8.68K	0.02%	226
2025 Q3	$242K	Buy	2,893 +243	+9%	+$19.7K	0.02%	191
2025 Q2	$212K	Buy	+2,650	New	+$191K	0.02%	183
2025 Q1	–	Sell	-3,462	Closed	-$243K	–	191
2024 Q4	$243K	Buy	+3,462	New	+$236K	0.02%	173
2022 Q1	–	Sell	-4,175	Closed	-$200K	–	184
2021 Q4	$200K	Buy	+4,175	New	+$206K	0.02%	173
2021 Q3	–	Sell	-21,298	Closed	-$965K	–	193
2021 Q2	$965K	Sell	21,298 -800	-4%	-$35.7K	0.09%	107
2021 Q1	$863K	Buy	22,098 +60	+0.3%	+$2.12K	0.09%	111
2020 Q4	$665K	Buy	+22,038	New	+$571K	0.07%	120

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

Galvin Gaustad & Stein's WFC Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Wells Fargo (WFC) stake by 2.7% in Q1 2026, selling an estimated $6.44K and leaving 2,718 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #243.

Galvin Gaustad & Stein first reported a position in WFC in Q4 2020 and has held it in 9 quarters since. The position peaked at $965K in Q2 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Galvin Gaustad & Stein held 2,718 shares of Wells Fargo worth $216K as of Q1 2026.
Galvin Gaustad & Stein sold 75 Wells Fargo shares in Q1 2026, an estimated $6.44K.
Wells Fargo made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #243 holding.
Galvin Gaustad & Stein first reported a position in Wells Fargo in Q4 2020 and has held it in 9 quarters since.
Galvin Gaustad & Stein's Wells Fargo position peaked at $965K in Q2 2021.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.