HWM
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HighMark Wealth Management’s Wells Fargo WFC Stock Holding History

HighMark Wealth Management’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 		$5.46M Sell
68,597
-14
-0% -$1.2K 2.22% 9
2025
Q4 		$6.39M Sell
68,611
-6,208
-8% -$539K 2.61% 9
2025
Q3 		$6.27M Sell
74,819
-21
-0% -$1.7K 2.76% 7
2025
Q2 		$6M Buy
74,840
+29
+0% +$2.09K 2.93% 7
2025
Q1 		$5.37M Buy
74,811
+12
+0% +$901 3.17% 6
2024
Q4 		$5.25M Buy
74,799
+29
+0% +$1.98K 3.02% 7
2024
Q3 		$4.22M Sell
74,770
-15
-0% -$848 2.31% 8
2024
Q2 		$4.44M Buy
74,785
+10
+0% +$590 2.67% 6
2024
Q1 		$4.34M Sell
74,775
-82
-0.1% -$4.29K 2.69% 8
2023
Q4 		$3.68M Sell
74,857
-40
-0.1% -$1.73K 2.72% 6
2023
Q3 		$3.06M Buy
74,897
+122
+0.2% +$5.27K 2.54% 5
2023
Q2 		$3.19M Buy
74,775
+33
+0% +$1.33K 2.4% 5
2023
Q1 		$2.79M Buy
74,742
+13,650
+22% +$595K 2.18% 6
2022
Q4 		$2.52M Buy
61,092
+6,225
+11% +$276K 1.9% 7
2022
Q3 		$2.21M Buy
54,867
+47
+0.1% +$2.02K 1.88% 7
2022
Q2 		$2.15M Buy
54,820
+500
+0.9% +$21.9K 1.73% 9
2022
Q1 		$2.63M Buy
54,320
+18
+0% +$963 1.76% 9
2021
Q4 		$2.6M Buy
54,302
+79
+0.1% +$3.89K 1.65% 11
2021
Q3 		$2.52M Buy
54,223
+58
+0.1% +$2.68K 1.85% 10
2021
Q2 		$2.45M Buy
54,165
+23
+0% +$1.03K 1.8% 10
2021
Q1 		$2.12M Buy
54,142
+50,128
+1,249% +$1.77M 1.69% 9
2020
Q4 		$121K Buy
4,014
+3,637
+965% +$94.2K 0.1% 59
2020
Q3 		$9K Sell
377
-9
-2% -$222 0.01% 253
2020
Q2 		$10K Buy
386
+7
+2% +$192 0.01% 203
2020
Q1 		$10K Sell
379
-3
-0.8% -$128 0.01% 152
2019
Q4 		$20K Buy
+382
New +$20K 0.02% 133

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

HighMark Wealth Management's WFC Position: Q1 2026 in Review

HighMark Wealth Management reduced its Wells Fargo (WFC) stake by 0.02% in Q1 2026, selling an estimated $1.2K and leaving 68,597 shares worth $5.46M. The position accounts for 2.22% of the portfolio, ranked #9.

HighMark Wealth Management first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.39M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • HighMark Wealth Management held 68,597 shares of Wells Fargo worth $5.46M as of Q1 2026.
  • HighMark Wealth Management sold 14 Wells Fargo shares in Q1 2026, an estimated $1.2K.
  • Wells Fargo made up 2.22% of HighMark Wealth Management's portfolio in Q1 2026, its #9 holding.
  • HighMark Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Wells Fargo position peaked at $6.39M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.