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Gladstone Institutional Advisory’s Wells Fargo WFC Stock Holding History

Gladstone Institutional Advisory’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 		$3.86M Buy
48,426
+1,105
+2% +$94.9K 0.14% 163
2025
Q4 		$4.41M Buy
47,321
+2,685
+6% +$233K 0.17% 135
2025
Q3 		$3.74M Sell
44,636
-4,101
-8% -$333K 0.14% 155
2025
Q2 		$3.9M Buy
48,737
+2,708
+6% +$195K 0.16% 143
2025
Q1 		$3.3M Buy
46,029
+5,342
+13% +$401K 0.15% 156
2024
Q4 		$2.86M Buy
40,687
+6,284
+18% +$429K 0.13% 173
2024
Q3 		$1.94M Buy
34,403
+24,835
+260% +$1.4M 0.09% 228
2024
Q2 		$568K Buy
9,568
+1,732
+22% +$102K 0.03% 400
2024
Q1 		$454K Sell
7,836
-952
-11% -$49.8K 0.02% 438
2023
Q4 		$433K Sell
8,788
-290
-3% -$12.5K 0.02% 442
2023
Q3 		$371K Sell
9,078
-364
-4% -$15.7K 0.02% 447
2023
Q2 		$403K Sell
9,442
-778
-8% -$31.3K 0.02% 444
2023
Q1 		$382K Buy
10,220
+722
+8% +$31.5K 0.02% 471
2022
Q4 		$392K Sell
9,498
-1,293
-12% -$57.2K 0.03% 445
2022
Q3 		$434K Sell
10,791
-6,289
-37% -$270K 0.03% 423
2022
Q2 		$669K Sell
17,080
-33,307
-66% -$1.46M 0.05% 348
2022
Q1 		$2.44M Buy
50,387
+31,905
+173% +$1.71M 0.17% 164
2021
Q4 		$887K Sell
18,482
-5,344
-22% -$263K 0.07% 282
2021
Q3 		$1.11M Sell
23,826
-14,319
-38% -$663K 0.11% 221
2021
Q2 		$1.73M Buy
38,145
+14,107
+59% +$630K 0.21% 123
2021
Q1 		$939K Buy
+24,038
New +$851K 0.15% 154

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

Gladstone Institutional Advisory's WFC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Wells Fargo (WFC) stake by 2.3% in Q1 2026, buying an estimated $94.9K and bringing the position to 48,426 shares worth $3.86M. The position accounts for 0.14% of the portfolio, ranked #163.

Gladstone Institutional Advisory first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.41M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Gladstone Institutional Advisory held 48,426 shares of Wells Fargo worth $3.86M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,105 Wells Fargo shares in Q1 2026, an estimated $94.9K.
  • Wells Fargo made up 0.14% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #163 holding.
  • Gladstone Institutional Advisory first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Wells Fargo position peaked at $4.41M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.