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
2024 Q1	–	Sell	-200	Closed	-$3.87K	–	4049
2023 Q4	$3.87K	Buy	+200	New	+$8.63K	﹤0.01%	3479
2023 Q1	–	Sell	-2	Closed	-$3	–	3686
2022 Q4	$3	Buy	+2	New	+$89	﹤0.01%	3343
2022 Q1	–	Sell	-20	Closed	-$41K	–	3716
2021 Q4	$41K	Sell	20 -1,980	-99%	-$97.5K	﹤0.01%	3045
2021 Q3	$1K	Buy	+2,000	New	+$92.6K	﹤0.01%	3156

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.