IFS Advisors’s Wells Fargo WFC Stock Holding History

IFS 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	$9.39K	Hold	118	–	–	﹤0.01%	129
2025 Q4	$11K	Hold	118	–	–	0.01%	95
2025 Q3	$9.89K	Hold	118	–	–	0.01%	99
2025 Q2	$9.45K	Hold	118	–	–	0.01%	94
2025 Q1	$8.47K	Hold	118	–	–	0.01%	110
2024 Q4	$8.29K	Hold	118	–	–	0.01%	102
2024 Q3	$6.67K	Hold	118	–	–	0.01%	86
2024 Q2	$7.01K	Hold	118	–	–	0.01%	81
2024 Q1	$6.84K	Hold	118	–	–	0.01%	80
2023 Q4	$5.81K	Hold	118	–	–	0.01%	77
2023 Q3	$4.82K	Hold	118	–	–	0.01%	81
2023 Q2	$5.04K	Buy	+118	New	+$4.75K	0.01%	79

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

IFS Advisors's WFC Position: Q1 2026 in Review

IFS Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 118 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

IFS Advisors first reported a position in WFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $11K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

IFS Advisors held 118 shares of Wells Fargo worth $9.39K as of Q1 2026.
IFS Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #129 holding.
IFS Advisors first reported a position in Wells Fargo in Q2 2023 and has held it in 12 quarters since.
IFS Advisors's Wells Fargo position peaked at $11K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.