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Investor's Fiduciary Advisor Network’s Wells Fargo WFC Stock Holding History

Investor's Fiduciary Advisor Network’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 		$762K Buy
9,580
+42
+0.4% +$3.61K 0.23% 112
2025
Q4 		$888K Buy
9,538
+981
+11% +$85.2K 0.19% 120
2025
Q3 		$717K Buy
8,557
+20
+0.2% +$1.62K 0.24% 104
2025
Q2 		$683K Buy
+8,537
New +$616K 0.25% 100
2025
Q1 		– Sell
-9,004
Closed -$632K – 205
2024
Q4 		$632K Buy
+9,004
New +$615K 0.24% 99

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

Investor's Fiduciary Advisor Network's WFC Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Wells Fargo (WFC) stake by 0.44% in Q1 2026, buying an estimated $3.61K and bringing the position to 9,580 shares worth $762K. The position accounts for 0.23% of the portfolio, ranked #112.

Investor's Fiduciary Advisor Network first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $888K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 9,580 shares of Wells Fargo worth $762K as of Q1 2026.
  • Investor's Fiduciary Advisor Network bought 42 Wells Fargo shares in Q1 2026, an estimated $3.61K.
  • Wells Fargo made up 0.23% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #112 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • Investor's Fiduciary Advisor Network's Wells Fargo position peaked at $888K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.