International Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

International Private Wealth 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	$247K	Buy	3,101 +36	+1%	+$3.09K	0.15%	140
2025 Q4	$286K	Hold	3,065	–	–	0.18%	121
2025 Q3	$257K	Sell	3,065 -4	-0.1%	-$324	0.16%	142
2025 Q2	$246K	Buy	+3,069	New	+$221K	0.21%	140
2024 Q1	–	Sell	-8,461	Closed	-$416K	–	140
2023 Q4	$416K	Buy	+8,461	New	+$365K	0.41%	45

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

International Private Wealth Advisors's WFC Position: Q1 2026 in Review

International Private Wealth Advisors increased its Wells Fargo (WFC) stake by 1.2% in Q1 2026, buying an estimated $3.09K and bringing the position to 3,101 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #140.

International Private Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 5 quarters since. The position peaked at $416K in Q4 2023. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

International Private Wealth Advisors held 3,101 shares of Wells Fargo worth $247K as of Q1 2026.
International Private Wealth Advisors bought 36 Wells Fargo shares in Q1 2026, an estimated $3.09K.
Wells Fargo made up 0.15% of International Private Wealth Advisors's portfolio in Q1 2026, its #140 holding.
International Private Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 5 quarters since.
International Private Wealth Advisors's Wells Fargo position peaked at $416K in Q4 2023.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.