HighTower Advisors’s Wells Fargo WFC Stock Holding History

HighTower 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
2022 Q2	–	Sell	-12	Closed	-$6K	–	3571
2022 Q1	$6K	Buy	+12	New	+$642	﹤0.01%	3259
2018 Q3	–	Sell	-3,000	Closed	-$8K	–	2435
2018 Q2	$8K	Buy	3,000 +500	+20%	+$26.8K	﹤0.01%	2158
2018 Q1	$3K	Sell	2,500 -1,700	-40%	-$101K	﹤0.01%	2141
2017 Q4	$30K	Hold	4,200	–	–	﹤0.01%	2137
2017 Q3	$15K	Buy	+4,200	New	+$223K	﹤0.01%	2136
2017 Q2	–	Sell	-3,300	Closed	-$3K	–	2338
2017 Q1	$3K	Buy	+3,300	New	+$187K	﹤0.01%	2057
2016 Q3	–	Sell	-1,000	Closed	-$2K	–	1961
2016 Q2	$2K	Hold	1,000	–	–	﹤0.01%	1750
2016 Q1	$2.39M	Buy	+1,000	New	+$49K	0.01%	656
2014 Q2	–	Sell	-400	Closed	-$1K	–	1726
2014 Q1	$1K	Buy	+400	New	+$18.6K	﹤0.01%	1590

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

HighTower Advisors's WFC Position: Q1 2026 in Review

HighTower Advisors reduced its Wells Fargo (WFC) stake by 5.1% in Q1 2026, selling an estimated $15.1M and leaving 3,233,708 shares worth $257M. The position accounts for 0.27% of the portfolio, ranked #71.

HighTower Advisors first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $318M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

HighTower Advisors held 3,233,708 shares of Wells Fargo worth $257M as of Q1 2026.
HighTower Advisors sold 175,285 Wells Fargo shares in Q1 2026, an estimated $15.1M.
Wells Fargo made up 0.27% of HighTower Advisors's portfolio in Q1 2026, its #71 holding.
HighTower Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
HighTower Advisors's Wells Fargo position peaked at $318M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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