Institute for Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $612K | Sell |
7,688
-16
| -0.2% | -$1.37K | 0.07% | 275 |
|
|
2025
Q4 | $718K | Sell |
7,704
-131
| -2% | -$11.4K | 0.08% | 246 |
|
|
2025
Q3 | $657K | Sell |
7,835
-19
| -0.2% | -$1.54K | 0.07% | 269 |
|
|
2025
Q2 | $629K | Buy |
7,854
+5
| +0.1% | +$361 | 0.07% | 267 |
|
|
2025
Q1 | $564K | Buy |
7,849
+4
| +0.1% | +$300 | 0.07% | 270 |
|
|
2024
Q4 | $551K | Sell |
7,845
-525
| -6% | -$35.8K | 0.07% | 272 |
|
|
2024
Q3 | $473K | Sell |
8,370
-1,476
| -15% | -$83.5K | 0.06% | 311 |
|
|
2024
Q2 | $585K | Sell |
9,846
-547
| -5% | -$32.3K | 0.08% | 251 |
|
|
2024
Q1 | $602K | Buy |
10,393
+6
| +0.1% | +$314 | 0.08% | 251 |
|
|
2023
Q4 | $511K | Sell |
10,387
-155
| -1% | -$6.69K | 0.08% | 263 |
|
|
2023
Q3 | $431K | Sell |
10,542
-344
| -3% | -$14.9K | 0.08% | 284 |
|
|
2023
Q2 | $465K | Buy |
10,886
+640
| +6% | +$25.8K | 0.08% | 277 |
|
|
2023
Q1 | $383K | Buy |
10,246
+1,029
| +11% | +$44.9K | 0.07% | 308 |
|
|
2022
Q4 | $381K | Buy |
9,217
+704
| +8% | +$31.2K | 0.08% | 309 |
|
|
2022
Q3 | $342K | Sell |
8,513
-3,324
| -28% | -$143K | 0.08% | 313 |
|
|
2022
Q2 | $464K | Buy |
11,837
+170
| +1% | +$7.46K | 0.09% | 286 |
|
|
2022
Q1 | $565K | Buy |
11,667
+3,005
| +35% | +$161K | 0.09% | 274 |
|
|
2021
Q4 | $416K | Sell |
8,662
-95
| -1% | -$4.68K | 0.07% | 310 |
|
|
2021
Q3 | $406K | Sell |
8,757
-211
| -2% | -$9.77K | 0.07% | 313 |
|
|
2021
Q2 | $406K | Sell |
8,968
-16,970
| -65% | -$758K | 0.07% | 311 |
|
|
2021
Q1 | $1.01M | Sell |
25,938
-230
| -0.9% | -$8.14K | 0.19% | 139 |
|
|
2020
Q4 | $790K | Sell |
26,168
-9,512
| -27% | -$246K | 0.16% | 168 |
|
|
2020
Q3 | $839K | Buy |
35,680
+25,366
| +246% | +$625K | 0.19% | 136 |
|
|
2020
Q2 | $264K | Buy |
10,314
+1,762
| +21% | +$48.2K | 0.06% | 343 |
|
|
2020
Q1 | $245K | Buy |
8,552
+1,265
| +17% | +$53.8K | 0.08% | 322 |
|
|
2019
Q4 | $392K | Buy |
7,287
+347
| +5% | +$18.2K | 0.09% | 295 |
|
|
2019
Q3 | $350K | Sell |
6,940
-2,550
| -27% | -$120K | 0.09% | 298 |
|
|
2019
Q2 | $449K | Sell |
9,490
-3,086
| -25% | -$144K | 0.1% | 278 |
|
|
2019
Q1 | $608K | Buy |
+12,576
| New | +$619K | 0.13% | 210 |
|
|
2018
Q4 | – | Sell |
-12,023
| Closed | -$632K | – | 355 |
|
|
2018
Q3 | $632K | Buy |
12,023
+83
| +0.7% | +$4.74K | 0.21% | 140 |
|
|
2018
Q2 | $661K | Buy |
11,940
+99
| +0.8% | +$5.3K | 0.21% | 144 |
|
|
2018
Q1 | $610K | Buy |
11,841
+646
| +6% | +$38.4K | 0.18% | 174 |
|
|
2017
Q4 | $680K | Buy |
11,195
+77
| +0.7% | +$4.35K | 0.16% | 185 |
|
|
2017
Q3 | $611K | Buy |
11,118
+1,227
| +12% | +$65.2K | 0.2% | 163 |
|
|
2017
Q2 | $548K | Buy |
+9,891
| New | +$530K | 0.15% | 209 |
|
Other funds holding WFC
VCM
VPM
Institute for Wealth Management's WFC Position: Q1 2026 in Review
Institute for Wealth Management reduced its Wells Fargo (WFC) stake by 0.21% in Q1 2026, selling an estimated $1.37K and leaving 7,688 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #275.
Institute for Wealth Management first reported a position in WFC in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.01M in Q1 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Institute for Wealth Management held 7,688 shares of Wells Fargo worth $612K as of Q1 2026.
- Institute for Wealth Management sold 16 Wells Fargo shares in Q1 2026, an estimated $1.37K.
- Wells Fargo made up 0.07% of Institute for Wealth Management's portfolio in Q1 2026, its #275 holding.
- Institute for Wealth Management first reported a position in Wells Fargo in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's Wells Fargo position peaked at $1.01M in Q1 2021.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.