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Integrated Investment Consultants’s Wells Fargo WFC Stock Holding History

Integrated Investment Consultants’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 		$1.47M Sell
18,493
-420
-2% -$36.1K 0.31% 55
2025
Q4 		$1.76M Buy
18,913
+9,303
+97% +$808K 0.35% 55
2025
Q3 		$806K Sell
9,610
-57
-0.6% -$4.62K 0.14% 104
2025
Q2 		$775K Sell
9,667
-153
-2% -$11K 0.15% 102
2025
Q1 		$705K Sell
9,820
-15,766
-62% -$1.18M 0.14% 111
2024
Q4 		$1.8M Buy
25,586
+17,241
+207% +$1.18M 0.37% 54
2024
Q3 		$471K Buy
+8,345
New +$472K 0.1% 150
2023
Q3 		– Sell
-6,985
Closed -$298K – 279
2023
Q2 		$298K Buy
6,985
+91
+1% +$3.66K 0.09% 189
2023
Q1 		$258K Sell
6,894
-1,778
-21% -$77.5K 0.08% 221
2022
Q4 		$358K Buy
8,672
+3,107
+56% +$138K 0.12% 144
2022
Q3 		$224K Buy
+5,565
New +$239K 0.09% 190
2022
Q2 		– Sell
-4,234
Closed -$205K – 306
2022
Q1 		$205K Sell
4,234
-272
-6% -$14.6K 0.06% 277
2021
Q4 		$216K Sell
4,506
-892
-17% -$43.9K 0.06% 275
2021
Q3 		$251K Buy
5,398
+825
+18% +$38.2K 0.07% 243
2021
Q2 		$207K Buy
+4,573
New +$204K 0.06% 267
2020
Q3 		– Sell
-9,326
Closed -$239K – 212
2020
Q2 		$239K Sell
9,326
-632
-6% -$17.3K 0.11% 133
2020
Q1 		$286K Sell
9,958
-9,989
-50% -$425K 0.17% 99
2019
Q4 		$1.07M Buy
19,947
+12,294
+161% +$644K 0.44% 45
2019
Q3 		$386K Buy
+7,653
New +$361K 0.2% 87
2018
Q2 		– Sell
-5,157
Closed -$270K – 704
2018
Q1 		$270K Buy
+5,157
New +$306K 0.11% 132
2017
Q3 		$85K Buy
1,539
+43
+3% +$2.29K 0.04% 328
2017
Q2 		$83K Buy
1,496
+2
+0.1% +$107 0.04% 329
2017
Q1 		$83K Buy
1,494
+1
+0.1% +$57 0.04% 327
2016
Q4 		$82K Buy
1,493
+2
+0.1% +$101 0.04% 313
2016
Q3 		$67K Sell
1,491
-271
-15% -$13K 0.03% 344
2016
Q2 		$83K Buy
1,762
+46
+3% +$2.24K 0.05% 313
2016
Q1 		$81K Buy
+1,716
New +$84K 0.05% 279

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

Integrated Investment Consultants's WFC Position: Q1 2026 in Review

Integrated Investment Consultants reduced its Wells Fargo (WFC) stake by 2.2% in Q1 2026, selling an estimated $36.1K and leaving 18,493 shares worth $1.47M. The position accounts for 0.31% of the portfolio, ranked #55.

Integrated Investment Consultants first reported a position in WFC in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.8M in Q4 2024. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Integrated Investment Consultants held 18,493 shares of Wells Fargo worth $1.47M as of Q1 2026.
  • Integrated Investment Consultants sold 420 Wells Fargo shares in Q1 2026, an estimated $36.1K.
  • Wells Fargo made up 0.31% of Integrated Investment Consultants's portfolio in Q1 2026, its #55 holding.
  • Integrated Investment Consultants first reported a position in Wells Fargo in Q1 2016 and has held it in 27 quarters since.
  • Integrated Investment Consultants's Wells Fargo position peaked at $1.8M in Q4 2024.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.