Greenspring Advisors’s Wells Fargo WFC Stock Holding History

Greenspring 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	$984K	Sell	12,363 -207	-2%	-$17.8K	0.06%	128
2025 Q4	$1.17M	Buy	+12,570	New	+$1.09M	0.07%	114
2023 Q2	–	Sell	-7,270	Closed	-$272K	–	127
2023 Q1	$272K	Sell	7,270 -439	-6%	-$19.1K	0.06%	102
2022 Q4	$318K	Buy	7,709 +656	+9%	+$29K	0.08%	83
2022 Q3	$284K	Buy	7,053 +1,809	+34%	+$77.7K	0.09%	79
2022 Q2	$206K	Sell	5,244 -61	-1%	-$2.68K	0.06%	104
2022 Q1	$257K	Sell	5,305 -316	-6%	-$16.9K	0.07%	90
2021 Q4	$270K	Buy	+5,621	New	+$277K	0.07%	92

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

Greenspring Advisors's WFC Position: Q1 2026 in Review

Greenspring Advisors reduced its Wells Fargo (WFC) stake by 1.6% in Q1 2026, selling an estimated $17.8K and leaving 12,363 shares worth $984K. The position accounts for 0.06% of the portfolio, ranked #128.

Greenspring Advisors first reported a position in WFC in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Greenspring Advisors held 12,363 shares of Wells Fargo worth $984K as of Q1 2026.
Greenspring Advisors sold 207 Wells Fargo shares in Q1 2026, an estimated $17.8K.
Wells Fargo made up 0.06% of Greenspring Advisors's portfolio in Q1 2026, its #128 holding.
Greenspring Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 8 quarters since.
Greenspring Advisors's Wells Fargo position peaked at $1.17M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.