Grandview Asset Management’s Wells Fargo WFC Stock Holding History

Grandview Asset 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	$214K	Buy	2,694 +13	+0.5%	+$1.12K	0.06%	131
2025 Q4	$250K	Sell	2,681 -446	-14%	-$38.7K	0.07%	125
2025 Q3	$262K	Buy	+3,127	New	+$254K	0.07%	122
2021 Q2	–	Sell	-1,202	Closed	-$47K	–	483
2021 Q1	$47K	Buy	+1,202	New	+$42.6K	0.03%	209

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

Grandview Asset Management's WFC Position: Q1 2026 in Review

Grandview Asset Management increased its Wells Fargo (WFC) stake by 0.48% in Q1 2026, buying an estimated $1.12K and bringing the position to 2,694 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #131.

Grandview Asset Management first reported a position in WFC in Q1 2021 and has held it in 4 quarters since. The position peaked at $262K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Grandview Asset Management held 2,694 shares of Wells Fargo worth $214K as of Q1 2026.
Grandview Asset Management bought 13 Wells Fargo shares in Q1 2026, an estimated $1.12K.
Wells Fargo made up 0.06% of Grandview Asset Management's portfolio in Q1 2026, its #131 holding.
Grandview Asset Management first reported a position in Wells Fargo in Q1 2021 and has held it in 4 quarters since.
Grandview Asset Management's Wells Fargo position peaked at $262K in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.