Guardian Wealth Advisors (North Carolina)’s Wells Fargo WFC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$697K	Sell	8,759 -549	-6%	-$47.2K	0.04%	182
2025 Q4	$868K	Buy	9,308 +38	+0.4%	+$3.3K	0.05%	168
2025 Q3	$777K	Buy	9,270 +1,458	+19%	+$118K	0.05%	166
2025 Q2	$626K	Buy	7,812 +412	+6%	+$29.7K	0.04%	175
2025 Q1	$531K	Buy	7,400 +62	+0.8%	+$4.66K	0.04%	177
2024 Q4	$515K	Sell	7,338 -91	-1%	-$6.21K	0.04%	187
2024 Q3	$420K	Buy	7,429 +121	+2%	+$6.84K	0.04%	182
2024 Q2	$434K	Sell	7,308 -16	-0.2%	-$945	0.05%	171
2024 Q1	$424K	Buy	7,324 +901	+14%	+$47.1K	0.05%	176
2023 Q4	$316K	Buy	6,423 +824	+15%	+$35.6K	0.05%	187
2023 Q3	$229K	Buy	+5,599	New	+$242K	0.04%	215
2023 Q1	–	Sell	-5,057	Closed	-$209K	–	423
2022 Q4	$209K	Buy	+5,057	New	+$224K	0.04%	194

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

Guardian Wealth Advisors (North Carolina)'s WFC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Wells Fargo (WFC) stake by 5.9% in Q1 2026, selling an estimated $47.2K and leaving 8,759 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #182.

Guardian Wealth Advisors (North Carolina) first reported a position in WFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $868K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 8,759 shares of Wells Fargo worth $697K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 549 Wells Fargo shares in Q1 2026, an estimated $47.2K.
Wells Fargo made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #182 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Wells Fargo in Q4 2022 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s Wells Fargo position peaked at $868K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.