Insigneo Advisory Services’s Wells Fargo WFC Stock Holding History

Insigneo Advisory Services’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	$1.46M	Sell	18,285 -1,165	-6%	-$100K	0.1%	173
2025 Q4	$1.81M	Sell	19,450 -1,904	-9%	-$165K	0.13%	133
2025 Q3	$1.79M	Buy	21,354 +2,437	+13%	+$198K	0.13%	129
2025 Q2	$1.52M	Buy	18,917 +2,343	+14%	+$169K	0.13%	138
2025 Q1	$1.19M	Buy	16,574 +1,177	+8%	+$88.4K	0.12%	150
2024 Q4	$1.08M	Sell	15,397 -13,285	-46%	-$907K	0.11%	155
2024 Q3	$1.62M	Sell	28,682 -803	-3%	-$45.4K	0.16%	124
2024 Q2	$1.54M	Sell	29,485 -14,328	-33%	-$846K	0.17%	123
2024 Q1	$2.54M	Buy	43,813 +2,249	+5%	+$118K	0.3%	63
2023 Q4	$2.05M	Buy	41,564 +12,678	+44%	+$547K	0.29%	68
2023 Q3	$1.18M	Buy	28,886 +5,331	+23%	+$230K	0.24%	90
2023 Q2	$1.01M	Buy	23,555 +7,204	+44%	+$290K	0.19%	107
2023 Q1	$611K	Buy	16,351 +4,104	+34%	+$179K	0.19%	104
2022 Q4	$506K	Buy	+12,247	New	+$542K	0.19%	115

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insigneo Advisory Services's WFC Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Wells Fargo (WFC) stake by 6% in Q1 2026, selling an estimated $100K and leaving 18,285 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #173.

Insigneo Advisory Services first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.54M in Q1 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Insigneo Advisory Services held 18,285 shares of Wells Fargo worth $1.46M as of Q1 2026.
Insigneo Advisory Services sold 1,165 Wells Fargo shares in Q1 2026, an estimated $100K.
Wells Fargo made up 0.1% of Insigneo Advisory Services's portfolio in Q1 2026, its #173 holding.
Insigneo Advisory Services first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Wells Fargo position peaked at $2.54M in Q1 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.