HC Advisors’s Wells Fargo WFC Stock Holding History

HC Advisors’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	$288K	Buy	3,611 +326	+10%	+$28K	0.19%	46
2025 Q4	$306K	Hold	3,285	–	–	0.21%	46
2025 Q3	$275K	Buy	3,285 +1	+0%	+$81	0.19%	47
2025 Q2	$263K	Sell	3,284 -715	-18%	-$51.6K	0.19%	49
2025 Q1	$287K	Sell	3,999 -849	-18%	-$63.7K	0.22%	42
2024 Q4	$341K	Buy	4,848 +655	+16%	+$44.7K	0.27%	39
2024 Q3	$237K	Hold	4,193	–	–	0.19%	46
2024 Q2	$249K	Sell	4,193 -190	-4%	-$11.2K	0.23%	41
2024 Q1	$254K	Sell	4,383 -605	-12%	-$31.7K	0.12%	77
2023 Q4	$246K	Hold	4,988	–	–	0.14%	78
2023 Q3	$204K	Buy	+4,988	New	+$215K	0.12%	79
2020 Q3	–	Sell	-15,767	Closed	-$404K	–	87
2020 Q2	$404K	Buy	+15,767	New	+$431K	0.33%	52

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

HC Advisors's WFC Position: Q1 2026 in Review

HC Advisors increased its Wells Fargo (WFC) stake by 9.9% in Q1 2026, buying an estimated $28K and bringing the position to 3,611 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #46.

HC Advisors first reported a position in WFC in Q2 2020 and has held it in 12 quarters since. The position peaked at $404K in Q2 2020. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

HC Advisors held 3,611 shares of Wells Fargo worth $288K as of Q1 2026.
HC Advisors bought 326 Wells Fargo shares in Q1 2026, an estimated $28K.
Wells Fargo made up 0.19% of HC Advisors's portfolio in Q1 2026, its #46 holding.
HC Advisors first reported a position in Wells Fargo in Q2 2020 and has held it in 12 quarters since.
HC Advisors's Wells Fargo position peaked at $404K in Q2 2020.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.