Icon Wealth Advisors’s Wells Fargo WFC Stock Holding History

Icon 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	$886K	Buy	10,869 +2,776	+34%	+$238K	0.06%	184
2025 Q4	$754K	Buy	8,093 +77	+1%	+$6.68K	0.05%	204
2025 Q3	$672K	Buy	8,016 +66	+0.8%	+$5.35K	0.05%	227
2025 Q2	$637K	Sell	7,950 -28	-0.4%	-$2.02K	0.05%	221
2025 Q1	$573K	Buy	7,978 +350	+5%	+$26.3K	0.05%	202
2024 Q4	$536K	Sell	7,628 -1,032	-12%	-$70.5K	0.04%	205
2024 Q3	$489K	Sell	8,660 -3,641	-30%	-$206K	0.04%	211
2024 Q2	$730K	Buy	12,301 +3,268	+36%	+$193K	0.06%	167
2024 Q1	$524K	Buy	9,033 +1,136	+14%	+$59.4K	0.05%	199
2023 Q4	$389K	Buy	+7,897	New	+$341K	0.04%	225
2022 Q4	$277K	Buy	6,712 +450	+7%	+$19.9K	0.03%	263
2022 Q3	$252K	Buy	+6,262	New	+$269K	0.03%	267

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

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

Icon Wealth Advisors increased its Wells Fargo (WFC) stake by 34% in Q1 2026, buying an estimated $238K and bringing the position to 10,869 shares worth $886K. The position accounts for 0.06% of the portfolio, ranked #184.

Icon Wealth Advisors first reported a position in WFC in Q3 2022 and has held it in 12 quarters since. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Icon Wealth Advisors held 10,869 shares of Wells Fargo worth $886K as of Q1 2026.
Icon Wealth Advisors bought 2,776 Wells Fargo shares in Q1 2026, an estimated $238K.
Wells Fargo made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #184 holding.
Icon Wealth Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 12 quarters since.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.