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HFM Investment Advisors’s Wells Fargo WFC Stock Holding History

HFM Investment 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 		$3.26K Sell
41
-3
-7% -$258 ﹤0.01% 182
2025
Q4 		$4.1K Sell
44
-1
-2% -$87 ﹤0.01% 207
2025
Q3 		$3.77K Hold
45
– – ﹤0.01% 134
2025
Q2 		$3.6K Buy
45
+26
+137% +$1.88K ﹤0.01% 141
2025
Q1 		$1.36K Buy
+19
New +$1.43K ﹤0.01% 144

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

HFM Investment Advisors's WFC Position: Q1 2026 in Review

HFM Investment Advisors reduced its Wells Fargo (WFC) stake by 6.8% in Q1 2026, selling an estimated $258 and leaving 41 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

HFM Investment Advisors first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.1K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • HFM Investment Advisors held 41 shares of Wells Fargo worth $3.26K as of Q1 2026.
  • HFM Investment Advisors sold 3 Wells Fargo shares in Q1 2026, an estimated $258.
  • Wells Fargo made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • HFM Investment Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Wells Fargo position peaked at $4.1K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.