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GDS Wealth Management’s Wells Fargo WFC Stock Holding History

GDS Wealth 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 		$252K Sell
3,166
-74
-2% -$6.36K 0.02% 179
2025
Q4 		$302K Hold
3,240
– – 0.02% 152
2025
Q3 		$272K Buy
3,240
+326
+11% +$26.4K 0.02% 157
2025
Q2 		$233K Buy
2,914
+124
+4% +$8.94K 0.02% 155
2025
Q1 		$200K Sell
2,790
-192
-6% -$14.4K 0.02% 165
2024
Q4 		$209K Buy
+2,982
New +$204K 0.02% 164

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

GDS Wealth Management's WFC Position: Q1 2026 in Review

GDS Wealth Management reduced its Wells Fargo (WFC) stake by 2.3% in Q1 2026, selling an estimated $6.36K and leaving 3,166 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #179.

GDS Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • GDS Wealth Management held 3,166 shares of Wells Fargo worth $252K as of Q1 2026.
  • GDS Wealth Management sold 74 Wells Fargo shares in Q1 2026, an estimated $6.36K.
  • Wells Fargo made up 0.02% of GDS Wealth Management's portfolio in Q1 2026, its #179 holding.
  • GDS Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • GDS Wealth Management's Wells Fargo position peaked at $302K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.