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Greenline Wealth Management’s Wells Fargo WFC Stock Holding History

Greenline 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 		– Sell
-1,952
Closed -$182K – 517
2025
Q4 		$182K Buy
+1,952
New +$169K 0.19% 88

Other funds holding WFC

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenline Wealth Management's WFC Position: Q1 2026 in Review

Greenline Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 1,952 shares — an estimated $182K sold.

Greenline Wealth Management first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $182K in Q4 2025. 2,819 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Greenline Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 1,952 Wells Fargo shares in Q1 2026, an estimated $182K.
  • Greenline Wealth Management first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Wells Fargo position peaked at $182K in Q4 2025.
  • 2,819 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.