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Great Valley Advisor Group’s Wells Fargo WFC Stock Holding History

Great Valley Advisor Group’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 		$2.13M Buy
26,769
+1,879
+8% +$161K 0.04% 359
2025
Q4 		$2.32M Buy
24,890
+1,368
+6% +$119K 0.04% 315
2025
Q3 		$1.97M Buy
23,522
+6,613
+39% +$536K 0.04% 341
2025
Q2 		$1.36M Sell
16,909
-550
-3% -$39.7K 0.03% 400
2025
Q1 		$1.25M Sell
17,459
-768
-4% -$57.7K 0.03% 405
2024
Q4 		$1.28M Sell
18,227
-4,978
-21% -$340K 0.03% 391
2024
Q3 		$1.31M Buy
23,205
+487
+2% +$27.5K 0.03% 381
2024
Q2 		$1.35M Sell
22,718
-719
-3% -$42.4K 0.04% 335
2024
Q1 		$1.36M Buy
23,437
+822
+4% +$43K 0.04% 321
2023
Q4 		$1.11M Buy
22,615
+4,053
+22% +$175K 0.04% 323
2023
Q3 		$758K Buy
18,562
+240
+1% +$10.4K 0.03% 363
2023
Q2 		$782K Buy
18,322
+1,509
+9% +$60.7K 0.03% 349
2023
Q1 		$628K Buy
16,813
+236
+1% +$10.3K 0.03% 393
2022
Q4 		$684K Sell
16,577
-1,352
-8% -$59.8K 0.04% 382
2022
Q3 		$721K Buy
17,929
+1,031
+6% +$44.3K 0.04% 356
2022
Q2 		$662K Sell
16,898
-6,229
-27% -$273K 0.04% 375
2022
Q1 		$1.12M Buy
23,127
+13,248
+134% +$709K 0.07% 268
2021
Q4 		$472K Sell
9,879
-694
-7% -$34.2K 0.03% 397
2021
Q3 		$490K Sell
10,573
-382
-3% -$17.7K 0.03% 365
2021
Q2 		$493K Buy
10,955
+97
+0.9% +$4.33K 0.04% 355
2021
Q1 		$425K Buy
+10,858
New +$384K 0.04% 337
2020
Q3 		– Sell
-9,861
Closed -$253K – 459
2020
Q2 		$253K Buy
9,861
+104
+1% +$2.85K 0.04% 344
2020
Q1 		$280K Buy
9,757
+2,796
+40% +$119K 0.07% 247
2019
Q4 		$375K Sell
6,961
-85
-1% -$4.45K 0.08% 246
2019
Q3 		$356K Buy
7,046
+383
+6% +$18K 0.09% 243
2019
Q2 		$315K Sell
6,663
-1,731
-21% -$81K 0.08% 245
2019
Q1 		$406K Sell
8,394
-1,308
-13% -$64.3K 0.13% 178
2018
Q4 		$400K Buy
+9,702
New +$497K 0.15% 127

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

Great Valley Advisor Group's WFC Position: Q1 2026 in Review

Great Valley Advisor Group increased its Wells Fargo (WFC) stake by 7.5% in Q1 2026, buying an estimated $161K and bringing the position to 26,769 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #359.

Great Valley Advisor Group first reported a position in WFC in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.32M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Great Valley Advisor Group held 26,769 shares of Wells Fargo worth $2.13M as of Q1 2026.
  • Great Valley Advisor Group bought 1,879 Wells Fargo shares in Q1 2026, an estimated $161K.
  • Wells Fargo made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #359 holding.
  • Great Valley Advisor Group first reported a position in Wells Fargo in Q4 2018 and has held it in 28 quarters since.
  • Great Valley Advisor Group's Wells Fargo position peaked at $2.32M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.