HBK Sorce Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
23,599
+484
| +2% | +$41.6K | 0.04% | 166 |
|
|
2025
Q4 | $2.17M | Buy |
23,115
+175
| +0.8% | +$15.2K | 0.05% | 147 |
|
|
2025
Q3 | $1.98M | Buy |
22,940
+405
| +2% | +$32.8K | 0.05% | 147 |
|
|
2025
Q2 | $1.81M | Sell |
22,535
-2,008
| -8% | -$145K | 0.05% | 150 |
|
|
2025
Q1 | $1.76M | Buy |
24,543
+1,617
| +7% | +$121K | 0.05% | 146 |
|
|
2024
Q4 | $1.61M | Buy |
22,926
+3,002
| +15% | +$205K | 0.05% | 159 |
|
|
2024
Q3 | $1.13M | Sell |
19,924
-982
| -5% | -$55.5K | 0.03% | 205 |
|
|
2024
Q2 | $1.24M | Buy |
20,906
+423
| +2% | +$25K | 0.04% | 183 |
|
|
2024
Q1 | $1.19M | Sell |
20,483
-58
| -0.3% | -$3.04K | 0.04% | 191 |
|
|
2023
Q4 | $1.01M | Sell |
20,541
-1,757
| -8% | -$75.8K | 0.04% | 202 |
|
|
2023
Q3 | $911K | Buy |
22,298
+3,968
| +22% | +$171K | 0.04% | 210 |
|
|
2023
Q2 | $782K | Buy |
18,330
+1,151
| +7% | +$46.3K | 0.03% | 246 |
|
|
2023
Q1 | $642K | Sell |
17,179
-13,533
| -44% | -$590K | 0.03% | 284 |
|
|
2022
Q4 | $1.27M | Buy |
30,712
+15,505
| +102% | +$686K | 0.03% | 246 |
|
|
2022
Q3 | $612K | Buy |
15,207
+4,309
| +40% | +$185K | 0.04% | 231 |
|
|
2022
Q2 | $427K | Sell |
10,898
-3,246
| -23% | -$142K | 0.03% | 263 |
|
|
2022
Q1 | $685K | Sell |
14,144
-277
| -2% | -$14.8K | 0.04% | 254 |
|
|
2021
Q4 | $692K | Buy |
14,421
+89
| +0.6% | +$4.38K | 0.04% | 274 |
|
|
2021
Q3 | $665K | Buy |
14,332
+285
| +2% | +$13.2K | 0.04% | 266 |
|
|
2021
Q2 | $636K | Sell |
14,047
-1,492
| -10% | -$66.6K | 0.04% | 281 |
|
|
2021
Q1 | $607K | Buy |
15,539
+913
| +6% | +$32.3K | 0.04% | 262 |
|
|
2020
Q4 | $441K | Sell |
14,626
-2,015
| -12% | -$52.2K | 0.03% | 297 |
|
|
2020
Q3 | $391K | Buy |
16,641
+359
| +2% | +$8.85K | 0.03% | 302 |
|
|
2020
Q2 | $417K | Sell |
16,282
-2,141
| -12% | -$58.6K | 0.03% | 277 |
|
|
2020
Q1 | $529K | Buy |
18,423
+2,488
| +16% | +$106K | 0.05% | 205 |
|
|
2019
Q4 | $857K | Sell |
15,935
-2,761
| -15% | -$145K | 0.07% | 187 |
|
|
2019
Q3 | $943K | Buy |
18,696
+150
| +0.8% | +$7.07K | 0.09% | 161 |
|
|
2019
Q2 | $878K | Sell |
18,546
-1,555
| -8% | -$72.7K | 0.08% | 169 |
|
|
2019
Q1 | $971K | Buy |
20,101
+1,324
| +7% | +$65.1K | 0.1% | 159 |
|
|
2018
Q4 | $865K | Sell |
18,777
-699
| -4% | -$35.8K | 0.1% | 158 |
|
|
2018
Q3 | $1.02M | Sell |
19,476
-1,493
| -7% | -$85.2K | 0.12% | 128 |
|
|
2018
Q2 | $1.16M | Sell |
20,969
-519
| -2% | -$27.8K | 0.13% | 115 |
|
|
2018
Q1 | $1.13M | Sell |
21,488
-164
| -0.8% | -$9.74K | 0.14% | 109 |
|
|
2017
Q4 | $1.31M | Buy |
21,652
+3,715
| +21% | +$210K | 0.16% | 104 |
|
|
2017
Q3 | $989K | Buy |
17,937
+360
| +2% | +$19.1K | 0.15% | 100 |
|
|
2017
Q2 | $974K | Sell |
17,577
-997
| -5% | -$53.4K | 0.16% | 94 |
|
|
2017
Q1 | $1.03M | Sell |
18,574
-2,308
| -11% | -$131K | 0.18% | 86 |
|
|
2016
Q4 | $1.15M | Sell |
20,882
-13,635
| -40% | -$686K | 0.21% | 80 |
|
|
2016
Q3 | $1.53M | Buy |
34,517
+2,931
| +9% | +$140K | 0.3% | 54 |
|
|
2016
Q2 | $1.5M | Sell |
31,586
-1,912
| -6% | -$93.2K | 0.32% | 51 |
|
|
2016
Q1 | $1.62M | Buy |
33,498
+6,259
| +23% | +$306K | 0.38% | 38 |
|
|
2015
Q4 | $1.48M | Buy |
27,239
+858
| +3% | +$46.6K | 0.39% | 42 |
|
|
2015
Q3 | $1.35M | Buy |
26,381
+2,877
| +12% | +$158K | 0.44% | 31 |
|
|
2015
Q2 | $1.32M | Buy |
23,504
+705
| +3% | +$39.3K | 0.45% | 37 |
|
|
2015
Q1 | $1.24M | Buy |
22,799
+4,240
| +23% | +$229K | 0.42% | 40 |
|
|
2014
Q4 | $1.02M | Buy |
18,559
+1,583
| +9% | +$83.8K | 0.35% | 53 |
|
|
2014
Q3 | $881K | Buy |
16,976
+329
| +2% | +$16.9K | 0.32% | 52 |
|
|
2014
Q2 | $875K | Buy |
16,647
+191
| +1% | +$9.6K | 0.3% | 52 |
|
|
2014
Q1 | $819K | Buy |
16,456
+175
| +1% | +$8.15K | 0.3% | 53 |
|
|
2013
Q4 | $739K | Sell |
16,281
-3,973
| -20% | -$172K | 0.27% | 55 |
|
|
2013
Q3 | $837K | Sell |
20,254
-18,512
| -48% | -$790K | 0.35% | 44 |
|
|
2013
Q2 | $1.6M | Buy |
+38,766
| New | +$1.51M | 0.35% | 48 |
|
Other funds holding WFC
VCM
VPM
HBK Sorce Advisory's WFC Position: Q1 2026 in Review
HBK Sorce Advisory increased its Wells Fargo (WFC) stake by 2.1% in Q1 2026, buying an estimated $41.6K and bringing the position to 23,599 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #166.
HBK Sorce Advisory first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.17M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- HBK Sorce Advisory held 23,599 shares of Wells Fargo worth $1.79M as of Q1 2026.
- HBK Sorce Advisory bought 484 Wells Fargo shares in Q1 2026, an estimated $41.6K.
- Wells Fargo made up 0.04% of HBK Sorce Advisory's portfolio in Q1 2026, its #166 holding.
- HBK Sorce Advisory first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- HBK Sorce Advisory's Wells Fargo position peaked at $2.17M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.