Gibbs Wealth Management’s Wells Fargo WFC Stock Holding History

Gibbs 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	$2.52M	Buy	31,592 +13,514	+75%	+$1.16M	0.33%	50
2025 Q4	$1.73M	Sell	18,078 -1,523	-8%	-$132K	0.42%	41
2025 Q3	$1.64M	Sell	19,601 -2,018	-9%	-$164K	0.37%	57
2025 Q2	$1.73M	Buy	21,619 +3,856	+22%	+$278K	0.33%	64
2025 Q1	$1.28M	Buy	17,763 +615	+4%	+$46.2K	0.31%	76
2024 Q4	$1.2M	Sell	17,148 -407	-2%	-$27.8K	0.33%	72
2024 Q3	$992K	Buy	17,555 +1,899	+12%	+$107K	0.32%	72
2024 Q2	$930K	Buy	15,656 +2,306	+17%	+$136K	0.38%	62
2024 Q1	$774K	Buy	+13,350	New	+$698K	0.44%	55

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gibbs Wealth Management increased its Wells Fargo (WFC) stake by 75% in Q1 2026, buying an estimated $1.16M and bringing the position to 31,592 shares worth $2.52M. The position accounts for 0.33% of the portfolio, ranked #50.

Gibbs Wealth Management first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. 2,819 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Gibbs Wealth Management held 31,592 shares of Wells Fargo worth $2.52M as of Q1 2026.
Gibbs Wealth Management bought 13,514 Wells Fargo shares in Q1 2026, an estimated $1.16M.
Wells Fargo made up 0.33% of Gibbs Wealth Management's portfolio in Q1 2026, its #50 holding.
Gibbs Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
2,819 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.