Greenwich Wealth Management’s Wells Fargo WFC Stock Holding History

Greenwich 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	$261K	Buy	3,280 +96	+3%	+$8.25K	0.01%	260
2025 Q4	$297K	Hold	3,184	–	–	0.01%	238
2025 Q3	$267K	Buy	+3,184	New	+$258K	0.01%	239
2025 Q1	–	Sell	-3,475	Closed	-$244K	–	269
2024 Q4	$244K	Buy	+3,475	New	+$237K	0.02%	218
2016 Q3	–	Sell	-1,769	Closed	-$313K	–	218
2016 Q2	$313K	Sell	1,769 -52	-3%	-$2.54K	0.08%	147
2016 Q1	$312K	Buy	+1,821	New	+$89.2K	0.08%	142

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

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

Greenwich Wealth Management increased its Wells Fargo (WFC) stake by 3% in Q1 2026, buying an estimated $8.25K and bringing the position to 3,280 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #260.

Greenwich Wealth Management first reported a position in WFC in Q1 2016 and has held it in 6 quarters since. The position peaked at $313K in Q2 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Greenwich Wealth Management held 3,280 shares of Wells Fargo worth $261K as of Q1 2026.
Greenwich Wealth Management bought 96 Wells Fargo shares in Q1 2026, an estimated $8.25K.
Wells Fargo made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #260 holding.
Greenwich Wealth Management first reported a position in Wells Fargo in Q1 2016 and has held it in 6 quarters since.
Greenwich Wealth Management's Wells Fargo position peaked at $313K in Q2 2016.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.