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Insight Advisors’s Wells Fargo WFC Stock Holding History

Insight 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 		$1.94M Buy
24,377
+118
+0.5% +$10.1K 0.37% 36
2025
Q4 		$2.26M Buy
24,259
+148
+0.6% +$12.8K 0.34% 48
2025
Q3 		$2.02M Buy
24,111
+13
+0.1% +$1.05K 0.31% 54
2025
Q2 		$1.93M Buy
24,098
+25
+0.1% +$1.8K 0.31% 52
2025
Q1 		$1.73M Buy
24,073
+125
+0.5% +$9.38K 0.3% 53
2024
Q4 		$1.69M Sell
23,948
-66
-0.3% -$4.51K 0.28% 59
2024
Q3 		$1.36M Sell
24,014
-18
-0.1% -$1.02K 0.23% 71
2024
Q2 		$1.43M Buy
24,032
+110
+0.5% +$6.49K 0.26% 68
2024
Q1 		$1.39M Buy
23,922
+75
+0.3% +$3.92K 0.27% 67
2023
Q4 		$1.17M Buy
23,847
+45
+0.2% +$1.94K 0.25% 65
2023
Q3 		$973K Sell
23,802
-124
-0.5% -$5.35K 0.22% 78
2023
Q2 		$1.02M Sell
23,926
-166
-0.7% -$6.68K 0.23% 73
2023
Q1 		$901K Sell
24,092
-474
-2% -$20.7K 0.21% 80
2022
Q4 		$1.03M Sell
24,566
-99
-0.4% -$4.38K 0.36% 68
2022
Q3 		$992K Hold
24,665
– – 0.39% 65
2022
Q2 		$1.05M Buy
24,665
+167
+0.7% +$7.33K 0.36% 74
2022
Q1 		$1.19M Buy
24,498
+37
+0.2% +$1.98K 0.36% 77
2021
Q4 		$1.17M Sell
24,461
-214
-0.9% -$10.5K 0.35% 75
2021
Q3 		$1.25M Buy
24,675
+64
+0.3% +$2.96K 0.37% 72
2021
Q2 		$1.13M Sell
24,611
-372
-1% -$16.6K 0.35% 72
2021
Q1 		$1.13M Sell
24,983
-3
-0% -$106 0.36% 71
2020
Q4 		$754K Buy
+24,986
New +$647K 0.29% 95

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

Insight Advisors's WFC Position: Q1 2026 in Review

Insight Advisors increased its Wells Fargo (WFC) stake by 0.49% in Q1 2026, buying an estimated $10.1K and bringing the position to 24,377 shares worth $1.94M. The position accounts for 0.37% of the portfolio, ranked #36.

Insight Advisors first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.26M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Insight Advisors held 24,377 shares of Wells Fargo worth $1.94M as of Q1 2026.
  • Insight Advisors bought 118 Wells Fargo shares in Q1 2026, an estimated $10.1K.
  • Wells Fargo made up 0.37% of Insight Advisors's portfolio in Q1 2026, its #36 holding.
  • Insight Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Wells Fargo position peaked at $2.26M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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