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Imprint Wealth’s Wells Fargo WFC Stock Holding History

Imprint Wealth’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 		$6.37K Sell
80
-142
-64% -$12.2K 0.03% 150
2025
Q4 		$20.7K Sell
222
-148
-40% -$12.8K 0.1% 93
2025
Q3 		$31K Buy
+370
New +$30K 0.1% 95
2024
Q1 		$372K Buy
6,460
+1,509
+30% +$78.9K 0.09% 197
2023
Q4 		$245K Sell
4,951
-1,076
-18% -$46.4K 0.2% 134
2023
Q3 		$246K Sell
6,027
-94,333
-94% -$4.07M 0.21% 124
2023
Q2 		$4.28M Buy
100,360
+1,583
+2% +$63.7K 2.7% 5
2023
Q1 		$3.69M Buy
+98,777
New +$4.31M 2.43% 6

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

Imprint Wealth's WFC Position: Q1 2026 in Review

Imprint Wealth reduced its Wells Fargo (WFC) stake by 64% in Q1 2026, selling an estimated $12.2K and leaving 80 shares worth $6.37K. The position accounts for 0.03% of the portfolio, ranked #150.

Imprint Wealth first reported a position in WFC in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.28M in Q2 2023. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Imprint Wealth held 80 shares of Wells Fargo worth $6.37K as of Q1 2026.
  • Imprint Wealth sold 142 Wells Fargo shares in Q1 2026, an estimated $12.2K.
  • Wells Fargo made up 0.03% of Imprint Wealth's portfolio in Q1 2026, its #150 holding.
  • Imprint Wealth first reported a position in Wells Fargo in Q1 2023 and has held it in 8 quarters since.
  • Imprint Wealth's Wells Fargo position peaked at $4.28M in Q2 2023.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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