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Jacksonville Wealth Management’s Wells Fargo WFC Stock Holding History

Jacksonville 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 		$392K Buy
4,925
+75
+2% +$6.44K 0.26% 50
2025
Q4 		$452K Hold
4,850
– – 0.32% 48
2025
Q3 		$407K Hold
4,850
– – 0.3% 48
2025
Q2 		$389K Hold
4,850
– – 0.31% 49
2025
Q1 		$348K Buy
+4,850
New +$364K 0.34% 47

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

Jacksonville Wealth Management's WFC Position: Q1 2026 in Review

Jacksonville Wealth Management increased its Wells Fargo (WFC) stake by 1.5% in Q1 2026, buying an estimated $6.44K and bringing the position to 4,925 shares worth $392K. The position accounts for 0.26% of the portfolio, ranked #50.

Jacksonville Wealth Management first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $452K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Jacksonville Wealth Management held 4,925 shares of Wells Fargo worth $392K as of Q1 2026.
  • Jacksonville Wealth Management bought 75 Wells Fargo shares in Q1 2026, an estimated $6.44K.
  • Wells Fargo made up 0.26% of Jacksonville Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Jacksonville Wealth Management first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Jacksonville Wealth Management's Wells Fargo position peaked at $452K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.