IAA
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Independent Advisor Alliance’s Wells Fargo WFC Stock Holding History

Independent Advisor Alliance’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 		$6.13M Sell
77,047
-9,674
-11% -$831K 0.07% 269
2025
Q4 		$8.08M Buy
86,721
+2,790
+3% +$242K 0.2% 76
2025
Q3 		$7.04M Buy
83,931
+3,719
+5% +$302K 0.18% 88
2025
Q2 		$6.43M Sell
80,212
-1,720
-2% -$124K 0.19% 91
2025
Q1 		$5.88M Buy
81,932
+4,960
+6% +$372K 0.19% 89
2024
Q4 		$5.41M Buy
76,972
+13,305
+21% +$908K 0.07% 253
2024
Q3 		$3.6M Buy
63,667
+700
+1% +$39.6K 0.13% 137
2024
Q2 		$3.74M Buy
62,967
+410
+0.7% +$24.2K 0.13% 136
2024
Q1 		$3.63M Sell
62,557
-6,836
-10% -$358K 0.13% 138
2023
Q4 		$3.35M Sell
69,393
-1,200
-2% -$51.8K 0.12% 142
2023
Q3 		$2.88M Sell
70,593
-13,364
-16% -$577K 0.13% 151
2023
Q2 		$3.58M Sell
83,957
-2,343
-3% -$94.3K 0.16% 125
2023
Q1 		$3.23M Sell
86,300
-3,680
-4% -$160K 0.16% 123
2022
Q4 		$242K Buy
89,980
+5,568
+7% +$246K 0.08% 131
2022
Q3 		$3.4M Sell
84,412
-2,544
-3% -$109K 0.2% 103
2022
Q2 		$3.41M Sell
86,956
-4,166
-5% -$183K 0.19% 109
2022
Q1 		$4.42M Buy
91,122
+35,388
+63% +$1.89M 0.21% 96
2021
Q4 		$2.67M Sell
55,734
-25,694
-32% -$1.26M 0.13% 128
2021
Q3 		$3.78M Buy
81,428
+886
+1% +$41K 0.21% 99
2021
Q2 		$3.65M Sell
80,542
-2,689
-3% -$120K 0.2% 111
2021
Q1 		$3.25M Buy
83,231
+19,100
+30% +$676K 0.19% 110
2020
Q4 		$1.94M Sell
64,131
-5,714
-8% -$148K 0.13% 138
2020
Q3 		$1.64M Sell
69,845
-2,997
-4% -$73.9K 0.12% 136
2020
Q2 		$1.86M Buy
72,842
+8,385
+13% +$229K 0.2% 100
2020
Q1 		$1.85M Buy
64,457
+7,465
+13% +$317K 0.27% 75
2019
Q4 		$3.07M Buy
56,992
+280
+0.5% +$14.7K 0.13% 170
2019
Q3 		$2.86M Buy
56,712
+1,494
+3% +$70.4K 0.35% 66
2019
Q2 		$2.61M Buy
55,218
+6,740
+14% +$315K 0.38% 63
2019
Q1 		$2.34M Buy
48,478
+2,297
+5% +$113K 0.33% 71
2018
Q4 		$2.13M Sell
46,181
-2,232
-5% -$114K 0.38% 59
2018
Q3 		$2.48M Buy
48,413
+1,814
+4% +$104K 0.45% 54
2018
Q2 		$2.57M Sell
46,599
-1,359
-3% -$72.8K 0.54% 44
2018
Q1 		$2.46M Buy
47,958
+2,982
+7% +$177K 0.55% 41
2017
Q4 		$2.79M Sell
44,976
-4,608
-9% -$260K 0.62% 38
2017
Q3 		$2.73M Buy
49,584
+6,071
+14% +$323K 0.75% 33
2017
Q2 		$2.42M Sell
43,513
-3,678
-8% -$197K 0.77% 32
2017
Q1 		$2.6M Buy
47,191
+3,303
+8% +$187K 0.41% 70
2016
Q4 		$2.42M Buy
+43,888
New +$2.21M 1.04% 28

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

Independent Advisor Alliance's WFC Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $831K and leaving 77,047 shares worth $6.13M. The position accounts for 0.07% of the portfolio, ranked #269.

Independent Advisor Alliance first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.08M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Independent Advisor Alliance held 77,047 shares of Wells Fargo worth $6.13M as of Q1 2026.
  • Independent Advisor Alliance sold 9,674 Wells Fargo shares in Q1 2026, an estimated $831K.
  • Wells Fargo made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #269 holding.
  • Independent Advisor Alliance first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Wells Fargo position peaked at $8.08M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.