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IPG Investment Advisors’s Wells Fargo WFC Stock Holding History

IPG Investment 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 		$203K Sell
2,550
-17,479
-87% -$1.5M 0.03% 221
2025
Q4 		$1.87M Buy
20,029
+17,479
+685% +$1.52M 0.33% 65
2025
Q3 		$214K Hold
2,550
– – 0.04% 195
2025
Q2 		$204K Buy
+2,550
New +$184K 0.04% 164
2025
Q1 		– Sell
-11,534
Closed -$810K – 200
2024
Q4 		$810K Hold
11,534
– – 0.18% 79
2024
Q3 		$652K Hold
11,534
– – 0.14% 90
2024
Q2 		$685K Hold
11,534
– – 0.15% 82
2024
Q1 		$669K Sell
11,534
-14,434
-56% -$755K 0.15% 84
2023
Q4 		$1.28M Buy
25,968
+13,209
+104% +$570K 0.26% 64
2023
Q3 		$521K Buy
12,759
+970
+8% +$41.9K 0.11% 107
2023
Q2 		$503K Sell
11,789
-3,000
-20% -$121K 0.11% 104
2023
Q1 		$553K Buy
14,789
+2,000
+16% +$87.2K 0.13% 87
2022
Q4 		$528K Sell
12,789
-250
-2% -$11.1K 0.15% 72
2022
Q3 		$524K Sell
13,039
-1,554
-11% -$66.8K 0.15% 73
2022
Q2 		$572K Sell
14,593
-2,400
-14% -$105K 0.14% 78
2022
Q1 		$823K Sell
16,993
-2,958
-15% -$158K 0.16% 72
2021
Q4 		$958K Buy
+19,951
New +$982K 0.17% 76
2021
Q2 		– Sell
-49,843
Closed -$1.95M – 225
2021
Q1 		$1.95M Buy
49,843
+1,225
+3% +$43.4K 0.38% 47
2020
Q4 		$1.47M Sell
48,618
-4,300
-8% -$111K 0.34% 52
2020
Q3 		$1.24M Buy
52,918
+30,000
+131% +$739K 0.36% 46
2020
Q2 		$587K Buy
22,918
+14,862
+184% +$407K 0.2% 67
2020
Q1 		$231K Sell
8,056
-3,509
-30% -$149K 0.1% 101
2019
Q4 		$622K Sell
11,565
-799
-6% -$41.8K 0.2% 70
2019
Q3 		$624K Buy
12,364
+3,082
+33% +$145K 0.22% 63
2019
Q2 		$439K Sell
9,282
-789
-8% -$36.9K 0.16% 79
2019
Q1 		$487K Buy
10,071
+1
+0% +$49 0.17% 86
2018
Q4 		$464K Buy
10,070
+438
+5% +$22.4K 0.18% 70
2018
Q3 		$506K Sell
9,632
-268
-3% -$15.3K 0.16% 85
2018
Q2 		$549K Buy
9,900
+129
+1% +$6.91K 0.19% 78
2018
Q1 		$512K Buy
9,771
+1,469
+18% +$87.3K 0.17% 74
2017
Q4 		$504K Buy
8,302
+3,165
+62% +$179K 0.21% 66
2017
Q3 		$283K Sell
5,137
-2,713
-35% -$144K 0.1% 103
2017
Q2 		$435K Buy
7,850
+73
+0.9% +$3.91K 0.17% 71
2017
Q1 		$433K Buy
7,777
+93
+1% +$5.28K 0.2% 73
2016
Q4 		$423K Sell
7,684
-1,897
-20% -$95.4K 0.17% 76
2016
Q3 		$424K Buy
9,581
+1,007
+12% +$48.2K 0.18% 67
2016
Q2 		$406K Buy
8,574
+444
+5% +$21.6K 0.17% 78
2016
Q1 		$393K Sell
8,130
-48,757
-86% -$2.39M 0.18% 69
2015
Q4 		$3.09M Buy
56,887
+900
+2% +$48.9K 1.43% 17
2015
Q3 		$2.87M Buy
55,987
+48,820
+681% +$2.68M 1.34% 18
2015
Q2 		$403K Hold
7,167
– – 0.15% 85
2015
Q1 		$390K Hold
7,167
– – 0.15% 81
2014
Q4 		$393K Hold
7,167
– – 0.15% 74
2014
Q3 		$372K Sell
7,167
-70
-1% -$3.6K 0.13% 65
2014
Q2 		$380K Buy
7,237
+300
+4% +$15.1K 0.16% 64
2014
Q1 		$345K Buy
+6,937
New +$323K 0.16% 55

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

IPG Investment Advisors's WFC Position: Q1 2026 in Review

IPG Investment Advisors reduced its Wells Fargo (WFC) stake by 87% in Q1 2026, selling an estimated $1.5M and leaving 2,550 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #221.

IPG Investment Advisors first reported a position in WFC in Q1 2014 and has held it in 46 quarters since. The position peaked at $3.09M in Q4 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • IPG Investment Advisors held 2,550 shares of Wells Fargo worth $203K as of Q1 2026.
  • IPG Investment Advisors sold 17,479 Wells Fargo shares in Q1 2026, an estimated $1.5M.
  • Wells Fargo made up 0.03% of IPG Investment Advisors's portfolio in Q1 2026, its #221 holding.
  • IPG Investment Advisors first reported a position in Wells Fargo in Q1 2014 and has held it in 46 quarters since.
  • IPG Investment Advisors's Wells Fargo position peaked at $3.09M in Q4 2015.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.