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JNBA Financial Advisors’s Wells Fargo WFC Stock Holding History

JNBA Financial 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 		$662K Sell
8,314
-102
-1% -$8.76K 0.06% 125
2025
Q4 		$784K Sell
8,416
-537
-6% -$46.6K 0.07% 115
2025
Q3 		$750K Sell
8,953
-60
-0.7% -$4.87K 0.07% 114
2025
Q2 		$722K Sell
9,013
-117
-1% -$8.44K 0.07% 110
2025
Q1 		$655K Sell
9,130
-1,886
-17% -$142K 0.07% 115
2024
Q4 		$774K Sell
11,016
-1,477
-12% -$101K 0.08% 101
2024
Q3 		$706K Hold
12,493
– – 0.07% 110
2024
Q2 		$742K Sell
12,493
-1,717
-12% -$101K 0.08% 107
2024
Q1 		$824K Sell
14,210
-1,246
-8% -$65.2K 0.09% 107
2023
Q4 		$761K Buy
15,456
+900
+6% +$38.8K 0.09% 113
2023
Q3 		$595K Sell
14,556
-100
-0.7% -$4.32K 0.07% 119
2023
Q2 		$626K Hold
14,656
– – 0.08% 118
2023
Q1 		$548K Sell
14,656
-404
-3% -$17.6K 0.07% 124
2022
Q4 		$622K Sell
15,060
-197
-1% -$8.72K 0.09% 121
2022
Q3 		$614K Sell
15,257
-542
-3% -$23.3K 0.09% 117
2022
Q2 		$619K Sell
15,799
-155
-1% -$6.8K 0.09% 113
2022
Q1 		$773K Sell
15,954
-139
-0.9% -$7.44K 0.1% 106
2021
Q4 		$772K Sell
16,093
-309
-2% -$15.2K 0.09% 104
2021
Q3 		$761K Hold
16,402
– – 0.1% 103
2021
Q2 		$743K Sell
16,402
-1,000
-6% -$44.7K 0.1% 101
2021
Q1 		$680K Buy
17,402
+214
+1% +$7.58K 0.1% 103
2020
Q4 		$519K Buy
17,188
+2,433
+16% +$63K 0.09% 107
2020
Q3 		$347K Buy
14,755
+300
+2% +$7.39K 0.07% 115
2020
Q2 		$370K Sell
14,455
-106
-0.7% -$2.9K 0.08% 111
2020
Q1 		$418K Buy
14,561
+400
+3% +$17K 0.1% 97
2019
Q4 		$762K Sell
14,161
-130
-0.9% -$6.81K 0.15% 83
2019
Q3 		$721K Sell
14,291
-639
-4% -$30.1K 0.15% 84
2019
Q2 		$706K Hold
14,930
– – 0.14% 83
2019
Q1 		$721K Sell
14,930
-1,462
-9% -$71.9K 0.16% 78
2018
Q4 		$755K Buy
16,392
+14,550
+790% +$745K 0.17% 71
2018
Q3 		$97K Sell
1,842
-12,410
-87% -$709K 0.04% 182
2018
Q2 		$790K Hold
14,252
– – 0.17% 70
2018
Q1 		$747K Sell
14,252
-591
-4% -$35.1K 0.16% 67
2017
Q4 		$900K Hold
14,843
– – 0.19% 60
2017
Q3 		$819K Sell
14,843
-526
-3% -$28K 0.18% 57
2017
Q2 		$852K Hold
15,369
– – 0.19% 51
2017
Q1 		$855K Buy
15,369
+2,584
+20% +$147K 0.2% 50
2016
Q4 		$705K Sell
12,785
-1,867
-13% -$93.9K 0.17% 58
2016
Q3 		$649K Buy
14,652
+3,611
+33% +$173K 0.09% 75
2016
Q2 		$523K Sell
11,041
-5,000
-31% -$244K 0.15% 64
2016
Q1 		$776K Hold
16,041
– – 0.28% 42
2015
Q4 		$872K Sell
16,041
-4,500
-22% -$244K 0.33% 37
2015
Q3 		$1.05M Buy
20,541
+75
+0.4% +$4.12K 0.45% 31
2015
Q2 		$1.15M Hold
20,466
– – 0.44% 28
2015
Q1 		$1.11M Sell
20,466
-500
-2% -$27K 0.43% 29
2014
Q4 		$1.15M Hold
20,966
– – 0.46% 29
2014
Q3 		$1.09M Buy
20,966
+175
+0.8% +$9K 0.49% 30
2014
Q2 		$1.09M Sell
20,791
-156
-0.7% -$7.84K 0.53% 29
2014
Q1 		$1.04M Sell
20,947
-1,469
-7% -$68.4K 0.55% 28
2013
Q4 		$1.02M Hold
22,416
– – 0.56% 27
2013
Q3 		$926K Sell
22,416
-577
-3% -$24.6K 0.58% 30
2013
Q2 		$949K Buy
+22,993
New +$896K 0.65% 30

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

JNBA Financial Advisors's WFC Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Wells Fargo (WFC) stake by 1.2% in Q1 2026, selling an estimated $8.76K and leaving 8,314 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #125.

JNBA Financial Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.15M in Q2 2015. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • JNBA Financial Advisors held 8,314 shares of Wells Fargo worth $662K as of Q1 2026.
  • JNBA Financial Advisors sold 102 Wells Fargo shares in Q1 2026, an estimated $8.76K.
  • Wells Fargo made up 0.06% of JNBA Financial Advisors's portfolio in Q1 2026, its #125 holding.
  • JNBA Financial Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Wells Fargo position peaked at $1.15M in Q2 2015.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.