IA
WFC icon

IFC Advisors’s Wells Fargo WFC Stock Holding History

IFC 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 		$211K Sell
2,646
-908
-26% -$78K 0.03% 154
2025
Q4 		$331K Buy
3,554
+405
+13% +$35.2K 0.05% 132
2025
Q3 		$264K Buy
3,149
+479
+18% +$38.8K 0.05% 151
2025
Q2 		$214K Buy
+2,670
New +$193K 0.04% 167

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

IFC Advisors's WFC Position: Q1 2026 in Review

IFC Advisors reduced its Wells Fargo (WFC) stake by 26% in Q1 2026, selling an estimated $78K and leaving 2,646 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #154.

IFC Advisors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • IFC Advisors held 2,646 shares of Wells Fargo worth $211K as of Q1 2026.
  • IFC Advisors sold 908 Wells Fargo shares in Q1 2026, an estimated $78K.
  • Wells Fargo made up 0.03% of IFC Advisors's portfolio in Q1 2026, its #154 holding.
  • IFC Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • IFC Advisors's Wells Fargo position peaked at $331K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.