Glass Jacobson Investment Advisors’s Wells Fargo WFC Stock Holding History

Glass Jacobson Investment Advisors’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	$6.02K	Buy	76 +1	+1%	+$86	﹤0.01%	491
2025 Q4	$7.02K	Hold	75	–	–	﹤0.01%	475
2025 Q3	$6.29K	Hold	75	–	–	﹤0.01%	476
2025 Q2	$5.99K	Sell	75 -1,720	-96%	-$124K	﹤0.01%	461
2025 Q1	$126K	Hold	1,795	–	–	0.04%	272
2024 Q4	$126K	Buy	1,795 +516	+40%	+$35.2K	0.04%	272
2024 Q3	$72.2K	Hold	1,279	–	–	0.02%	315
2024 Q2	$75.9K	Buy	1,279 +1	+0.1%	+$59	0.03%	301
2024 Q1	$74.1K	Hold	1,278	–	–	0.03%	305
2023 Q4	$62.9K	Sell	1,278 -56	-4%	-$2.42K	0.03%	312
2023 Q3	$54.5K	Buy	1,334 +1	+0.1%	+$43	0.03%	317
2023 Q2	$56.9K	Buy	+1,333	New	+$53.7K	0.03%	319
2022 Q4	$54.9K	Buy	+1,329	New	+$58.8K	0.03%	334

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

Glass Jacobson Investment Advisors's WFC Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Wells Fargo (WFC) stake by 1.3% in Q1 2026, buying an estimated $86 and bringing the position to 76 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Glass Jacobson Investment Advisors first reported a position in WFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $126K in Q1 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Glass Jacobson Investment Advisors held 76 shares of Wells Fargo worth $6.02K as of Q1 2026.
Glass Jacobson Investment Advisors bought 1 Wells Fargo share in Q1 2026, an estimated $86.
Wells Fargo made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #491 holding.
Glass Jacobson Investment Advisors first reported a position in Wells Fargo in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Wells Fargo position peaked at $126K in Q1 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.