Intelligence Driven Advisers’s Wells Fargo WFC Stock Holding History

Intelligence Driven Advisers’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	$944K	Sell	11,858 -1,532	-11%	-$132K	0.16%	48
2025 Q4	$1.25M	Buy	13,390 +696	+5%	+$60.4K	0.18%	45
2025 Q3	$1.06M	Buy	12,694 +889	+8%	+$72.1K	0.15%	46
2025 Q2	$946K	Buy	11,805 +3,861	+49%	+$278K	0.14%	48
2025 Q1	$570K	Sell	7,944 -341	-4%	-$25.6K	0.11%	52
2024 Q4	$582K	Buy	8,285 +106	+1%	+$7.24K	0.11%	51
2024 Q3	$462K	Buy	8,179 +794	+11%	+$44.9K	0.07%	67
2024 Q2	$439K	Buy	+7,385	New	+$436K	0.06%	68
2023 Q4	–	Sell	-5,522	Closed	-$215K	–	105
2023 Q3	$215K	Buy	5,522 +740	+15%	+$31.9K	0.04%	78
2023 Q2	$205K	Sell	4,782 -2,014	-30%	-$81.1K	0.04%	90
2023 Q1	$251K	Buy	6,796 +591	+10%	+$25.8K	0.05%	78
2022 Q4	$266K	Buy	6,205 +432	+7%	+$19.1K	0.05%	80
2022 Q3	$244K	Buy	+5,773	New	+$248K	0.05%	96
2022 Q1	–	Sell	-3,881	Closed	-$208K	–	98
2021 Q4	$208K	Buy	+3,881	New	+$191K	0.04%	84

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

Intelligence Driven Advisers's WFC Position: Q1 2026 in Review

Intelligence Driven Advisers reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $132K and leaving 11,858 shares worth $944K. The position accounts for 0.16% of the portfolio, ranked #48.

Intelligence Driven Advisers first reported a position in WFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.25M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Intelligence Driven Advisers held 11,858 shares of Wells Fargo worth $944K as of Q1 2026.
Intelligence Driven Advisers sold 1,532 Wells Fargo shares in Q1 2026, an estimated $132K.
Wells Fargo made up 0.16% of Intelligence Driven Advisers's portfolio in Q1 2026, its #48 holding.
Intelligence Driven Advisers first reported a position in Wells Fargo in Q4 2021 and has held it in 14 quarters since.
Intelligence Driven Advisers's Wells Fargo position peaked at $1.25M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.