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IBEX Wealth Advisors’s Wells Fargo WFC Stock Holding History

IBEX Wealth 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
2026
Q1 		$550K Sell
6,912
-61,300
-90% -$5.27M 0.05% 147
2025
Q4 		$6.36M Buy
68,212
+64,481
+1,728% +$5.6M 0.62% 60
2025
Q3 		$313K Buy
3,731
+21
+0.6% +$1.7K 0.03% 178
2025
Q2 		$297K Sell
3,710
-11,037
-75% -$796K 0.03% 170
2025
Q1 		$1.06M Buy
+14,747
New +$1.11M 0.14% 101
2024
Q3 		– Sell
-5,410
Closed -$321K – 277
2024
Q2 		$321K Buy
+5,410
New +$319K 0.05% 104
2022
Q2 		– Sell
-14,071
Closed -$682K – 186
2022
Q1 		$682K Buy
+14,071
New +$753K 0.13% 108
2021
Q4 		– Sell
-1
Closed – – 427
2021
Q3 		$0 Buy
+1
New +$46 ﹤0.01% 446
2020
Q3 		– Sell
-22,639
Closed -$579K – 109
2020
Q2 		$579K Buy
22,639
+1,352
+6% +$37K 0.19% 85
2020
Q1 		$610K Buy
21,287
+559
+3% +$23.8K 0.24% 79
2019
Q4 		$1.11M Buy
+20,728
New +$1.09M 0.34% 82
2019
Q3 		– Sell
-1
Closed – – 398
2019
Q2 		$0 Buy
+1
New +$47 ﹤0.01% 434
2018
Q1 		– Sell
-9,159
Closed -$568K – 119
2017
Q4 		$568K Buy
9,159
+108
+1% +$6.1K 0.25% 68
2017
Q3 		$499K Sell
9,051
-458
-5% -$24.3K 0.18% 96
2017
Q2 		$528K Buy
9,509
+202
+2% +$10.8K 0.21% 94
2017
Q1 		$512K Buy
9,307
+8,852
+1,945% +$502K 0.32% 65
2016
Q4 		$25K Buy
+455
New +$22.9K 0.01% 208

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

IBEX Wealth Advisors's WFC Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Wells Fargo (WFC) stake by 90% in Q1 2026, selling an estimated $5.27M and leaving 6,912 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #147.

IBEX Wealth Advisors first reported a position in WFC in Q4 2016 and has held it in 17 quarters since. The position peaked at $6.36M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • IBEX Wealth Advisors held 6,912 shares of Wells Fargo worth $550K as of Q1 2026.
  • IBEX Wealth Advisors sold 61,300 Wells Fargo shares in Q1 2026, an estimated $5.27M.
  • Wells Fargo made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • IBEX Wealth Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 17 quarters since.
  • IBEX Wealth Advisors's Wells Fargo position peaked at $6.36M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.