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Greykasell Wealth Strategies’s Wells Fargo WFC Stock Holding History

Greykasell Wealth Strategies’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 		$98.9K Buy
1,242
+262
+27% +$22.5K 0.04% 193
2025
Q4 		$91.3K Buy
980
+480
+96% +$41.7K 0.04% 192
2025
Q3 		$41.9K Hold
500
– – 0.02% 221
2025
Q2 		$40.1K Hold
500
– – 0.02% 199
2025
Q1 		$35.9K Buy
+500
New +$37.5K 0.02% 195

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

Greykasell Wealth Strategies's WFC Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Wells Fargo (WFC) stake by 27% in Q1 2026, buying an estimated $22.5K and bringing the position to 1,242 shares worth $98.9K. The position accounts for 0.04% of the portfolio, ranked #193.

Greykasell Wealth Strategies first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Greykasell Wealth Strategies held 1,242 shares of Wells Fargo worth $98.9K as of Q1 2026.
  • Greykasell Wealth Strategies bought 262 Wells Fargo shares in Q1 2026, an estimated $22.5K.
  • Wells Fargo made up 0.04% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #193 holding.
  • Greykasell Wealth Strategies first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.