IFG Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $637 | Sell |
8
-2,963
| -100% | -$254K | ﹤0.01% | 325 |
|
|
2025
Q4 | $277K | Buy |
+2,971
| New | +$258K | 0.01% | 654 |
|
|
2025
Q1 | – | Sell |
-3,145
| Closed | -$221K | – | 727 |
|
|
2024
Q4 | $221K | Buy |
+3,145
| New | +$215K | 0.01% | 621 |
|
|
2024
Q3 | – | Sell |
-3,511
| Closed | -$209K | – | 624 |
|
|
2024
Q2 | $209K | Buy |
+3,511
| New | +$207K | 0.01% | 587 |
|
|
2023
Q4 | – | Sell |
-5,611
| Closed | -$229K | – | 602 |
|
|
2023
Q3 | $229K | Buy |
+5,611
| New | +$242K | 0.02% | 489 |
|
|
2023
Q2 | – | Sell |
-5,387
| Closed | -$201K | – | 506 |
|
|
2023
Q1 | $201K | Buy |
5,387
+246
| +5% | +$10.7K | 0.02% | 489 |
|
|
2022
Q4 | $212K | Sell |
5,141
-3,402
| -40% | -$151K | 0.02% | 453 |
|
|
2022
Q3 | $343K | Buy |
+8,543
| New | +$367K | 0.03% | 382 |
|
|
2022
Q2 | – | Sell |
-9,158
| Closed | -$443K | – | 532 |
|
|
2022
Q1 | $443K | Sell |
9,158
-328
| -3% | -$17.6K | 0.04% | 326 |
|
|
2021
Q4 | $455K | Sell |
9,486
-523
| -5% | -$25.7K | 0.04% | 318 |
|
|
2021
Q3 | $464K | Buy |
10,009
+245
| +3% | +$11.3K | 0.05% | 307 |
|
|
2021
Q2 | $442K | Sell |
9,764
-193
| -2% | -$8.62K | 0.05% | 317 |
|
|
2021
Q1 | $389K | Sell |
9,957
-354
| -3% | -$12.5K | 0.05% | 345 |
|
|
2020
Q4 | $311K | Sell |
10,311
-1,882
| -15% | -$48.7K | 0.04% | 343 |
|
|
2020
Q3 | $286K | Sell |
12,193
-8,248
| -40% | -$203K | 0.05% | 329 |
|
|
2020
Q2 | $523K | Buy |
20,441
+319
| +2% | +$8.73K | 0.09% | 218 |
|
|
2020
Q1 | $577K | Buy |
20,122
+2,669
| +15% | +$113K | 0.13% | 181 |
|
|
2019
Q4 | $938K | Buy |
17,453
+1,338
| +8% | +$70.1K | 0.17% | 144 |
|
|
2019
Q3 | $812K | Sell |
16,115
-8,854
| -35% | -$417K | 0.16% | 161 |
|
|
2019
Q2 | $1.23M | Sell |
24,969
-4,065
| -14% | -$190K | 0.22% | 95 |
|
|
2019
Q1 | $1.41M | Buy |
29,034
+2,758
| +10% | +$136K | 0.27% | 84 |
|
|
2018
Q4 | $1.26M | Sell |
26,276
-661
| -2% | -$33.9K | 0.3% | 78 |
|
|
2018
Q3 | $1.47M | Sell |
26,937
-457
| -2% | -$26.1K | 0.28% | 86 |
|
|
2018
Q2 | $1.52M | Buy |
27,394
+241
| +0.9% | +$12.9K | 0.31% | 75 |
|
|
2018
Q1 | $1.42M | Sell |
27,153
-240
| -0.9% | -$14.3K | 0.32% | 73 |
|
|
2017
Q4 | $1.66M | Buy |
+27,393
| New | +$1.55M | 0.37% | 61 |
|
Other funds holding WFC
VCM
VPM
IFG Advisory's WFC Position: Q1 2026 in Review
IFG Advisory reduced its Wells Fargo (WFC) stake by 100% in Q1 2026, selling an estimated $254K and leaving 8 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #325.
IFG Advisory first reported a position in WFC in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.66M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- IFG Advisory held 8 shares of Wells Fargo worth $637 as of Q1 2026.
- IFG Advisory sold 2,963 Wells Fargo shares in Q1 2026, an estimated $254K.
- Wells Fargo made up ﹤0.01% of IFG Advisory's portfolio in Q1 2026, its #325 holding.
- IFG Advisory first reported a position in Wells Fargo in Q4 2017 and has held it in 26 quarters since.
- IFG Advisory's Wells Fargo position peaked at $1.66M in Q4 2017.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.