Garrison Point Advisors’s Wells Fargo WFC Stock Holding History

Garrison Point 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	$1.36M	Hold	17,134	–	–	0.62%	44
2025 Q4	$1.6M	Sell	17,134 -300	-2%	-$26K	0.71%	36
2025 Q3	$1.46M	Hold	17,434	–	–	0.61%	41
2025 Q2	$1.4M	Sell	17,434 -100	-0.6%	-$7.21K	0.64%	42
2025 Q1	$1.26M	Buy	17,534 +508	+3%	+$38.1K	0.61%	46
2024 Q4	$1.2M	Hold	17,026	–	–	0.57%	48
2024 Q3	$962K	Hold	17,026	–	–	0.6%	51
2024 Q2	$1.01M	Hold	17,026	–	–	0.67%	46
2024 Q1	$987K	Buy	17,026 +300	+2%	+$15.7K	0.63%	50
2023 Q4	$823K	Hold	16,726	–	–	0.58%	59
2023 Q3	$683K	Buy	16,726 +336	+2%	+$14.5K	0.53%	64
2023 Q2	$700K	Hold	16,390	–	–	0.5%	69
2023 Q1	$613K	Hold	16,390	–	–	0.46%	76
2022 Q4	$677K	Hold	16,390	–	–	0.55%	65
2022 Q3	$659K	Hold	16,390	–	–	0.59%	59
2022 Q2	$642K	Hold	16,390	–	–	0.53%	63
2022 Q1	$794K	Hold	16,390	–	–	0.56%	59
2021 Q4	$786K	Buy	16,390 +3,000	+22%	+$148K	0.52%	61
2021 Q3	$621K	Hold	13,390	–	–	0.45%	69
2021 Q2	$606K	Hold	13,390	–	–	0.44%	73
2021 Q1	$523K	Hold	13,390	–	–	0.41%	81
2020 Q4	$404K	Hold	13,390	–	–	0.33%	94
2020 Q3	$315K	Sell	13,390 -2,115	-14%	-$52.1K	0.29%	103
2020 Q2	$397K	Sell	15,505 -500	-3%	-$13.7K	0.39%	80
2020 Q1	$459K	Sell	16,005 -800	-5%	-$34K	0.56%	64
2019 Q4	$904K	Sell	16,805 -2,000	-11%	-$105K	0.83%	46
2019 Q3	$949K	Hold	18,805	–	–	0.94%	36
2019 Q2	$890K	Sell	18,805 -200	-1%	-$9.35K	0.89%	39
2019 Q1	$918K	Buy	19,005 +150	+0.8%	+$7.38K	0.96%	37
2018 Q4	$869K	Buy	+18,855	New	+$966K	1.07%	37

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

Garrison Point Advisors's WFC Position: Q1 2026 in Review

Garrison Point Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 17,134 shares worth $1.36M. The position accounts for 0.62% of the portfolio, ranked #44.

Garrison Point Advisors first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.6M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Garrison Point Advisors held 17,134 shares of Wells Fargo worth $1.36M as of Q1 2026.
Garrison Point Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.62% of Garrison Point Advisors's portfolio in Q1 2026, its #44 holding.
Garrison Point Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's Wells Fargo position peaked at $1.6M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.