Gerber Kawasaki Wealth & Investment Management’s Wells Fargo WFC Stock Holding History

Gerber Kawasaki Wealth & 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	$419K	Sell	5,264 -284	-5%	-$24.4K	0.01%	240
2025 Q4	$517K	Buy	+5,548	New	+$482K	0.02%	214
2021 Q4	–	Sell	-3,036	Closed	-$140K	–	1117
2021 Q3	$140K	Sell	3,036 -6,173	-67%	-$286K	0.02%	211
2021 Q2	$417K	Buy	+9,209	New	+$411K	0.04%	160
2017 Q3	–	Sell	-5,286	Closed	-$293K	–	123
2017 Q2	$293K	Sell	5,286 -119	-2%	-$6.38K	0.11%	92
2017 Q1	$297K	Sell	5,405 -780	-13%	-$44.3K	0.13%	90
2016 Q4	$340K	Sell	6,185 -1,499	-20%	-$75.4K	0.18%	77
2016 Q3	$340K	Sell	7,684 -793	-9%	-$37.9K	0.2%	77
2016 Q2	$401K	Sell	8,477 -383	-4%	-$18.7K	0.25%	63
2016 Q1	$428K	Sell	8,860 -15,259	-63%	-$747K	0.3%	55
2015 Q4	$1.31M	Buy	+24,119	New	+$1.31M	0.89%	27

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

Gerber Kawasaki Wealth & Investment Management's WFC Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Wells Fargo (WFC) stake by 5.1% in Q1 2026, selling an estimated $24.4K and leaving 5,264 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #240.

Gerber Kawasaki Wealth & Investment Management first reported a position in WFC in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2015. 2,804 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 5,264 shares of Wells Fargo worth $419K as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 284 Wells Fargo shares in Q1 2026, an estimated $24.4K.
Wells Fargo made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #240 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Wells Fargo in Q4 2015 and has held it in 11 quarters since.
Gerber Kawasaki Wealth & Investment Management's Wells Fargo position peaked at $1.31M in Q4 2015.
2,804 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.