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IMG Wealth Management’s Wells Fargo WFC Stock Holding History

IMG Wealth Management’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 		– Sell
-1,124
Closed -$105K – 622
2025
Q4 		$105K Buy
1,124
+184
+20% +$16K 0.07% 130
2025
Q3 		$78.8K Hold
940
– – 0.05% 133
2025
Q2 		$75.3K Buy
+940
New +$67.8K 0.06% 132

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

IMG Wealth Management's WFC Position: Q1 2026 in Review

IMG Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 1,124 shares — an estimated $105K sold.

IMG Wealth Management first reported a position in WFC in Q2 2025 and held it in 3 quarters. The position peaked at $105K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • IMG Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 1,124 Wells Fargo shares in Q1 2026, an estimated $105K.
  • IMG Wealth Management first reported a position in Wells Fargo in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Wells Fargo position peaked at $105K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.