INVST’s Wells Fargo WFC Stock Holding History

INVST’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	–	Sell	-14,294	Closed	-$1.33M	–	392
2025 Q4	$1.33M	Sell	14,294 -335	-2%	-$29.1K	0.14%	119
2025 Q3	$1.23M	Buy	14,629 +661	+5%	+$53.6K	0.14%	126
2025 Q2	$1.12M	Sell	13,968 -123	-0.9%	-$8.87K	0.14%	128
2025 Q1	$1.01M	Buy	+14,091	New	+$1.06M	0.14%	126

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

INVST's WFC Position: Q1 2026 in Review

INVST sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 14,294 shares — an estimated $1.33M sold.

INVST first reported a position in WFC in Q1 2025 and held it in 4 quarters. The position peaked at $1.33M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

INVST reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
INVST sold 14,294 Wells Fargo shares in Q1 2026, an estimated $1.33M.
INVST first reported a position in Wells Fargo in Q1 2025 and held it in 4 quarters.
INVST's Wells Fargo position peaked at $1.33M in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.