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HB Wealth Management’s Wells Fargo WFC Stock Holding History

HB 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 		$11.5M Buy
144,344
+3,053
+2% +$262K 0.07% 145
2025
Q4 		$13.2M Buy
141,291
+5,042
+4% +$438K 0.09% 132
2025
Q3 		$11.4M Buy
136,249
+6,499
+5% +$527K 0.08% 136
2025
Q2 		$10.4M Buy
129,750
+15,637
+14% +$1.13M 0.08% 130
2025
Q1 		$8.19M Buy
114,113
+30,404
+36% +$2.28M 0.07% 161
2024
Q4 		$5.88M Buy
83,709
+10,711
+15% +$731K 0.06% 146
2024
Q3 		$4.12M Buy
72,998
+4,892
+7% +$277K 0.04% 175
2024
Q2 		$4.04M Buy
68,106
+5,198
+8% +$307K 0.05% 173
2024
Q1 		$3.65M Buy
62,908
+496
+0.8% +$25.9K 0.05% 175
2023
Q4 		$3.07M Sell
62,412
-638
-1% -$27.5K 0.04% 172
2023
Q3 		$2.58M Buy
63,050
+9,591
+18% +$414K 0.04% 176
2023
Q2 		$2.28M Buy
53,459
+14,120
+36% +$568K 0.04% 188
2023
Q1 		$1.47M Sell
39,339
-4,008
-9% -$175K 0.03% 235
2022
Q4 		$1.79M Sell
43,347
-1,758
-4% -$77.8K 0.03% 210
2022
Q3 		$1.81M Buy
45,105
+11,348
+34% +$488K 0.04% 187
2022
Q2 		$1.32M Sell
33,757
-3,708
-10% -$163K 0.03% 220
2022
Q1 		$1.82M Buy
37,465
+3,868
+12% +$207K 0.03% 197
2021
Q4 		$1.61M Buy
+33,597
New +$1.65M 0.03% 179

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

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

HB Wealth Management increased its Wells Fargo (WFC) stake by 2.2% in Q1 2026, buying an estimated $262K and bringing the position to 144,344 shares worth $11.5M. The position accounts for 0.07% of the portfolio, ranked #145.

HB Wealth Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.2M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • HB Wealth Management held 144,344 shares of Wells Fargo worth $11.5M as of Q1 2026.
  • HB Wealth Management bought 3,053 Wells Fargo shares in Q1 2026, an estimated $262K.
  • Wells Fargo made up 0.07% of HB Wealth Management's portfolio in Q1 2026, its #145 holding.
  • HB Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Wells Fargo position peaked at $13.2M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.