Gilliland Jeter Wealth Management’s Wells Fargo WFC Stock Holding History

Gilliland Jeter 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	$344K	Hold	4,317	–	–	0.1%	145
2025 Q4	$402K	Sell	4,317 -7	-0.2%	-$608	0.12%	126
2025 Q3	$362K	Hold	4,324	–	–	0.11%	132
2025 Q2	$346K	Sell	4,324 -312	-7%	-$22.5K	0.11%	131
2025 Q1	$333K	Hold	4,636	–	–	0.12%	134
2024 Q4	$326K	Sell	4,636 -112	-2%	-$7.65K	0.11%	133
2024 Q3	$268K	Hold	4,748	–	–	0.09%	150
2024 Q2	$282K	Hold	4,748	–	–	0.1%	140
2024 Q1	$275K	Buy	+4,748	New	+$248K	0.1%	144

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

Gilliland Jeter Wealth Management's WFC Position: Q1 2026 in Review

Gilliland Jeter Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 4,317 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #145.

Gilliland Jeter Wealth Management first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $402K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Gilliland Jeter Wealth Management held 4,317 shares of Wells Fargo worth $344K as of Q1 2026.
Gilliland Jeter Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.1% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #145 holding.
Gilliland Jeter Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Gilliland Jeter Wealth Management's Wells Fargo position peaked at $402K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.