IMA Advisory Services’s Wells Fargo WFC Stock Holding History

IMA Advisory Services’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	$13.2K	Hold	166	–	–	﹤0.01%	315
2025 Q4	$15.5K	Buy	166 +142	+592%	+$12.3K	﹤0.01%	315
2025 Q3	$2.01K	Hold	24	–	–	﹤0.01%	346
2025 Q2	$1.92K	Buy	+24	New	+$1.73K	﹤0.01%	340
2023 Q4	–	Sell	-693	Closed	-$28.3K	–	267
2023 Q3	$28.3K	Hold	693	–	–	0.01%	202
2023 Q2	$29.6K	Hold	693	–	–	0.01%	209
2023 Q1	$25.9K	Hold	693	–	–	0.01%	203
2022 Q4	$28.6K	Hold	693	–	–	0.01%	208
2022 Q3	$28K	Hold	693	–	–	0.01%	209
2022 Q2	$27K	Sell	693 -55,989	-99%	-$2.46M	0.01%	218
2022 Q1	$2.75M	Buy	56,682 +35,763	+171%	+$1.91M	0.63%	53
2021 Q4	$1M	Buy	+20,919	New	+$1.03M	0.22%	89
2019 Q2	–	Sell	-1,200	Closed	-$58K	–	313
2019 Q1	$58K	Buy	+1,200	New	+$59K	0.02%	149
2016 Q4	–	Sell	-22,412	Closed	-$992K	–	126
2016 Q3	$992K	Buy	22,412 +1,092	+5%	+$52.3K	0.57%	57
2016 Q2	$1.01M	Sell	21,320 -1,789	-8%	-$87.2K	0.63%	58
2016 Q1	$1.09M	Buy	23,109 +6,899	+43%	+$338K	0.63%	58
2015 Q4	$849K	Sell	16,210 -120	-0.7%	-$6.52K	0.52%	61
2015 Q3	$808K	Sell	16,330 -210	-1%	-$11.5K	0.51%	63
2015 Q2	$930K	Sell	16,540 -1,140	-6%	-$63.6K	0.44%	60
2015 Q1	$962K	Hold	17,680	–	–	0.47%	60
2014 Q4	$969K	Sell	17,680 -320	-2%	-$16.9K	0.5%	63
2014 Q3	$934K	Buy	18,000 +860	+5%	+$44.2K	0.44%	67
2014 Q2	$901K	Sell	17,140 -140	-0.8%	-$7.04K	0.41%	72
2014 Q1	$860K	Sell	17,280 -290	-2%	-$13.5K	0.4%	75
2013 Q4	$798K	Buy	17,570 +240	+1%	+$10.4K	0.38%	80
2013 Q3	$716K	Buy	17,330 +490	+3%	+$20.9K	0.35%	85
2013 Q2	$695K	Buy	+16,840	New	+$656K	0.38%	88

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

IMA Advisory Services's WFC Position: Q1 2026 in Review

IMA Advisory Services held its Wells Fargo (WFC) position steady in Q1 2026 at 166 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

IMA Advisory Services first reported a position in WFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.75M in Q1 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

IMA Advisory Services held 166 shares of Wells Fargo worth $13.2K as of Q1 2026.
IMA Advisory Services left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #315 holding.
IMA Advisory Services first reported a position in Wells Fargo in Q2 2013 and has held it in 27 quarters since.
IMA Advisory Services's Wells Fargo position peaked at $2.75M in Q1 2022.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.