HNW
WFC icon

High Note Wealth’s Wells Fargo WFC Stock Holding History

High Note Wealth’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 		$73.5K Sell
923
-98
-10% -$8.42K 0.01% 172
2025
Q4 		$95.2K Sell
1,021
-77
-7% -$6.68K 0.02% 148
2025
Q3 		$92K Buy
1,098
+9
+0.8% +$730 0.02% 143
2025
Q2 		$87.3K Hold
1,089
– – 0.02% 145
2025
Q1 		$78.2K Buy
1,089
+409
+60% +$30.7K 0.02% 141
2024
Q4 		$47.8K Buy
+680
New +$46.4K 0.01% 175

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

High Note Wealth's WFC Position: Q1 2026 in Review

High Note Wealth reduced its Wells Fargo (WFC) stake by 9.6% in Q1 2026, selling an estimated $8.42K and leaving 923 shares worth $73.5K. The position accounts for 0.01% of the portfolio, ranked #172.

High Note Wealth first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $95.2K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • High Note Wealth held 923 shares of Wells Fargo worth $73.5K as of Q1 2026.
  • High Note Wealth sold 98 Wells Fargo shares in Q1 2026, an estimated $8.42K.
  • Wells Fargo made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #172 holding.
  • High Note Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Wells Fargo position peaked at $95.2K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.