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Jeppson Wealth Management’s Wells Fargo WFC Stock Holding History

Jeppson 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 		$1.63M Sell
20,490
-3,810
-16% -$327K 0.51% 52
2025
Q4 		$2.26M Sell
24,300
-520
-2% -$45.1K 0.72% 37
2025
Q3 		$2.08M Sell
24,820
-90
-0.4% -$7.3K 0.66% 37
2025
Q2 		$2M Sell
24,910
-70
-0.3% -$5.05K 0.69% 36
2025
Q1 		$1.79M Sell
24,980
-535
-2% -$40.2K 0.66% 41
2024
Q4 		$1.79M Sell
25,515
-625
-2% -$42.7K 0.65% 37
2024
Q3 		$1.48M Sell
26,140
-502
-2% -$28.4K 0.53% 52
2024
Q2 		$1.58M Sell
26,642
-675
-2% -$39.8K 0.6% 42
2024
Q1 		$1.58M Sell
27,317
-400
-1% -$20.9K 0.61% 43
2023
Q4 		$1.36M Sell
27,717
-347
-1% -$15K 0.56% 50
2023
Q3 		$1.15M Buy
28,064
+800
+3% +$34.5K 0.53% 48
2023
Q2 		$1.16M Buy
27,264
+171
+0.6% +$6.88K 0.51% 51
2023
Q1 		$1.01M Sell
27,093
-480
-2% -$20.9K 0.44% 61
2022
Q4 		$1.14M Buy
27,573
+1,640
+6% +$72.6K 0.48% 48
2022
Q3 		$1.04M Sell
25,933
-288
-1% -$12.4K 0.47% 48
2022
Q2 		$1.03M Buy
26,221
+2,160
+9% +$94.8K 0.44% 51
2022
Q1 		$1.17M Buy
24,061
+60
+0.2% +$3.21K 0.54% 49
2021
Q4 		$1.15M Sell
24,001
-175
-0.7% -$8.62K 0.56% 44
2021
Q3 		$1.12M Buy
24,176
+15
+0.1% +$694 0.58% 40
2021
Q2 		$1.09M Buy
24,161
+345
+1% +$15.4K 0.6% 45
2021
Q1 		$930K Hold
23,816
– – 0.55% 48
2020
Q4 		$719K Buy
23,816
+3,813
+19% +$98.7K 0.48% 56
2020
Q3 		$470K Buy
+20,003
New +$493K 0.37% 67

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

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

Jeppson Wealth Management reduced its Wells Fargo (WFC) stake by 16% in Q1 2026, selling an estimated $327K and leaving 20,490 shares worth $1.63M. The position accounts for 0.51% of the portfolio, ranked #52.

Jeppson Wealth Management first reported a position in WFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Jeppson Wealth Management held 20,490 shares of Wells Fargo worth $1.63M as of Q1 2026.
  • Jeppson Wealth Management sold 3,810 Wells Fargo shares in Q1 2026, an estimated $327K.
  • Wells Fargo made up 0.51% of Jeppson Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Jeppson Wealth Management first reported a position in Wells Fargo in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Wells Fargo position peaked at $2.26M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.