Howe & Rusling’s Wells Fargo WFC Stock Holding History

Howe & Rusling’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	$578K	Sell	7,255 -394	-5%	-$33.8K	0.04%	167
2025 Q4	$713K	Buy	7,649 +340	+5%	+$29.5K	0.05%	152
2025 Q3	$613K	Buy	7,309 +469	+7%	+$38K	0.04%	161
2025 Q2	$548K	Sell	6,840 -393	-5%	-$28.3K	0.04%	162
2025 Q1	$519K	Sell	7,233 -375	-5%	-$28.2K	0.04%	157
2024 Q4	$534K	Buy	7,608 +2,654	+54%	+$181K	0.05%	146
2024 Q3	$280K	Sell	4,954 -75	-1%	-$4.24K	0.02%	218
2024 Q2	$299K	Sell	5,029 -310	-6%	-$18.3K	0.03%	200
2024 Q1	$309K	Sell	5,339 -991	-16%	-$51.8K	0.03%	205
2023 Q4	$312K	Buy	+6,330	New	+$273K	0.03%	183
2022 Q4	–	Sell	-4,056	Closed	-$163K	–	1047
2022 Q3	$163K	Sell	4,056 -1,311	-24%	-$56.3K	0.02%	219
2022 Q2	$210K	Sell	5,367 -184	-3%	-$8.07K	0.03%	196
2022 Q1	$269K	Sell	5,551 -2,705	-33%	-$145K	0.03%	175
2021 Q4	$396K	Sell	8,256 -1,923	-19%	-$94.7K	0.05%	138
2021 Q3	$472K	Buy	10,179 +6,198	+156%	+$287K	0.06%	124
2021 Q2	$180K	Sell	3,981 -6	-0.2%	-$268	0.02%	199
2021 Q1	$156K	Buy	3,987 +96	+2%	+$3.4K	0.02%	197
2020 Q4	$117K	Sell	3,891 -2,600	-40%	-$67.3K	0.02%	212
2020 Q3	$153K	Sell	6,491 -226,596	-97%	-$5.58M	0.03%	171
2020 Q2	$5.97M	Sell	233,087 -4,192	-2%	-$115K	1.1%	32
2020 Q1	$6.81M	Buy	237,279 +42,933	+22%	+$1.83M	1.47%	23
2019 Q4	$10.5M	Buy	194,346 +1,906	+1%	+$99.8K	1.73%	13
2019 Q3	$9.71M	Buy	192,440 +6,201	+3%	+$292K	1.7%	14
2019 Q2	$8.81M	Buy	186,239 +79,984	+75%	+$3.74M	1.52%	20
2019 Q1	$5.13M	Buy	106,255 +70,772	+199%	+$3.48M	0.89%	40
2018 Q4	$1.64M	Buy	35,483 +31,362	+761%	+$1.61M	0.35%	63
2018 Q3	$217K	Buy	4,121 +671	+19%	+$38.3K	0.04%	151
2018 Q2	$191K	Sell	3,450 -1,277	-27%	-$68.4K	0.03%	158
2018 Q1	$248K	Buy	4,727 +795	+20%	+$47.2K	0.04%	154
2017 Q4	$239K	Buy	3,932 +482	+14%	+$27.2K	0.04%	166
2017 Q3	$190K	Sell	3,450 -203	-6%	-$10.8K	0.04%	178
2017 Q2	$202K	Sell	3,653 -226	-6%	-$12.1K	0.04%	149
2017 Q1	$216K	Buy	3,879 +300	+8%	+$17K	0.04%	142
2016 Q4	$197K	Buy	3,579 +21	+0.6%	+$1.06K	0.04%	145
2016 Q3	$158K	Buy	3,558 +508	+17%	+$24.3K	0.03%	157
2016 Q2	$144K	Sell	3,050 -350	-10%	-$17.1K	0.03%	156
2016 Q1	$164K	Sell	3,400 -432	-11%	-$21.2K	0.04%	155
2015 Q4	$208K	Buy	3,832 +282	+8%	+$15.3K	0.05%	146
2015 Q3	$182K	Hold	3,550	–	–	0.05%	159
2015 Q2	$200K	Sell	3,550 -185	-5%	-$10.3K	0.04%	161
2015 Q1	$203K	Hold	3,735	–	–	0.05%	157
2014 Q4	$205K	Sell	3,735 -355	-9%	-$18.8K	0.05%	148
2014 Q3	$212K	Sell	4,090 -127	-3%	-$6.53K	0.05%	142
2014 Q2	$222K	Sell	4,217 -2,390	-36%	-$120K	0.05%	148
2014 Q1	$329K	Buy	6,607 +1,991	+43%	+$92.7K	0.08%	122
2013 Q4	$210K	Sell	4,616 -2,999	-39%	-$130K	0.05%	139
2013 Q3	$317K	Sell	7,615 -3,599	-32%	-$154K	0.12%	110
2013 Q2	$463K	Buy	+11,214	New	+$437K	0.13%	110

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

Howe & Rusling's WFC Position: Q1 2026 in Review

Howe & Rusling reduced its Wells Fargo (WFC) stake by 5.2% in Q1 2026, selling an estimated $33.8K and leaving 7,255 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #167.

Howe & Rusling first reported a position in WFC in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.5M in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Howe & Rusling held 7,255 shares of Wells Fargo worth $578K as of Q1 2026.
Howe & Rusling sold 394 Wells Fargo shares in Q1 2026, an estimated $33.8K.
Wells Fargo made up 0.04% of Howe & Rusling's portfolio in Q1 2026, its #167 holding.
Howe & Rusling first reported a position in Wells Fargo in Q2 2013 and has held it in 48 quarters since.
Howe & Rusling's Wells Fargo position peaked at $10.5M in Q4 2019.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.