High Net Worth Advisory Group’s Wells Fargo WFC Stock Holding History

High Net Worth Advisory Group’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	$417K	Buy	5,234 +614	+13%	+$52.7K	0.1%	161
2025 Q4	$431K	Sell	4,620 -143	-3%	-$12.4K	0.1%	151
2025 Q3	$399K	Buy	4,763 +63	+1%	+$5.11K	0.1%	154
2025 Q2	$377K	Buy	+4,700	New	+$339K	0.1%	154
2023 Q1	–	Sell	-1,187	Closed	-$49K	–	581
2022 Q4	$49K	Hold	1,187	–	–	0.02%	329
2022 Q3	$48K	Buy	1,187 +1	+0.1%	+$43	0.02%	334
2022 Q2	$46K	Buy	1,186 +1	+0.1%	+$44	0.02%	338
2022 Q1	$57K	Hold	1,185	–	–	0.02%	324
2021 Q4	$57K	Buy	+1,185	New	+$58.3K	0.02%	332

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

High Net Worth Advisory Group's WFC Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Wells Fargo (WFC) stake by 13% in Q1 2026, buying an estimated $52.7K and bringing the position to 5,234 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #161.

High Net Worth Advisory Group first reported a position in WFC in Q4 2021 and has held it in 9 quarters since. The position peaked at $431K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

High Net Worth Advisory Group held 5,234 shares of Wells Fargo worth $417K as of Q1 2026.
High Net Worth Advisory Group bought 614 Wells Fargo shares in Q1 2026, an estimated $52.7K.
Wells Fargo made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #161 holding.
High Net Worth Advisory Group first reported a position in Wells Fargo in Q4 2021 and has held it in 9 quarters since.
High Net Worth Advisory Group's Wells Fargo position peaked at $431K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.