Jackson Thornton Wealth Management’s Wells Fargo WFC Stock Holding History

Jackson Thornton Wealth Management’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	$255K	Buy	2,984 +173	+6%	+$14.9K	0.02%	231
2025 Q4	$271K	Buy	+2,811	New	+$244K	0.03%	222
2025 Q3	–	Sell	-2,728	Closed	-$223K	–	293
2025 Q2	$223K	Buy	+2,728	New	+$197K	0.03%	125
2025 Q1	–	Sell	-3,365	Closed	-$236K	–	109
2024 Q4	$236K	Buy	+3,365	New	+$230K	0.03%	73

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

Jackson Thornton Wealth Management's WFC Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Wells Fargo (WFC) stake by 6.2% in Q1 2026, buying an estimated $14.9K and bringing the position to 2,984 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #231.

Jackson Thornton Wealth Management first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $271K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Jackson Thornton Wealth Management held 2,984 shares of Wells Fargo worth $255K as of Q1 2026.
Jackson Thornton Wealth Management bought 173 Wells Fargo shares in Q1 2026, an estimated $14.9K.
Wells Fargo made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #231 holding.
Jackson Thornton Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
Jackson Thornton Wealth Management's Wells Fargo position peaked at $271K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.