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Index Fund Advisors’s Wells Fargo WFC Stock Holding History

Index Fund 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 		$267K Sell
3,351
-9
-0.3% -$773 0.01% 114
2025
Q4 		$313K Buy
3,360
+7
+0.2% +$608 0.01% 117
2025
Q3 		$281K Buy
+3,353
New +$272K 0.01% 122
2024
Q3 		– Sell
-6,186
Closed -$367K – 110
2024
Q2 		$367K Buy
+6,186
New +$365K 0.02% 68

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

Index Fund Advisors's WFC Position: Q1 2026 in Review

Index Fund Advisors reduced its Wells Fargo (WFC) stake by 0.27% in Q1 2026, selling an estimated $773 and leaving 3,351 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #114.

Index Fund Advisors first reported a position in WFC in Q2 2024 and has held it in 4 quarters since. The position peaked at $367K in Q2 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Index Fund Advisors held 3,351 shares of Wells Fargo worth $267K as of Q1 2026.
  • Index Fund Advisors sold 9 Wells Fargo shares in Q1 2026, an estimated $773.
  • Wells Fargo made up 0.01% of Index Fund Advisors's portfolio in Q1 2026, its #114 holding.
  • Index Fund Advisors first reported a position in Wells Fargo in Q2 2024 and has held it in 4 quarters since.
  • Index Fund Advisors's Wells Fargo position peaked at $367K in Q2 2024.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.