Jessup Wealth Management’s Wells Fargo WFC Stock Holding History

Jessup 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	–	Sell	-2,954	Closed	-$275K	–	360
2025 Q4	$275K	Sell	2,954 -118	-4%	-$10.2K	0.09%	73
2025 Q3	$258K	Hold	3,072	–	–	0.1%	71
2025 Q2	$246K	Sell	3,072 -34	-1%	-$2.45K	0.1%	68
2025 Q1	$223K	Sell	3,106 -88	-3%	-$6.61K	0.09%	67
2024 Q4	$224K	Buy	+3,194	New	+$218K	0.1%	64

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

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

Jessup Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,954 shares — an estimated $275K sold.

Jessup Wealth Management first reported a position in WFC in Q4 2024 and held it in 5 quarters. The position peaked at $275K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Jessup Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 2,954 Wells Fargo shares in Q1 2026, an estimated $275K.
Jessup Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 5 quarters.
Jessup Wealth Management's Wells Fargo position peaked at $275K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.