JIC
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Joel Isaacson & Co’s Wells Fargo WFC Stock Holding History

Joel Isaacson & Co’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 		$4.7M Sell
59,030
-159
-0.3% -$13.7K 0.16% 64
2025
Q4 		$5.52M Buy
59,189
+1,861
+3% +$162K 0.18% 61
2025
Q3 		$4.81M Buy
57,328
+10,698
+23% +$868K 0.17% 60
2025
Q2 		$3.74M Sell
46,630
-214
-0.5% -$15.4K 0.15% 68
2025
Q1 		$3.36M Buy
46,844
+1,367
+3% +$103K 0.15% 63
2024
Q4 		$3.19M Buy
45,477
+321
+0.7% +$21.9K 0.14% 66
2024
Q3 		$2.55M Buy
45,156
+313
+0.7% +$17.7K 0.12% 76
2024
Q2 		$2.66M Buy
44,843
+176
+0.4% +$10.4K 0.14% 70
2024
Q1 		$2.59M Buy
44,667
+12,485
+39% +$653K 0.14% 74
2023
Q4 		$1.58M Buy
32,182
+4,164
+15% +$180K 0.1% 95
2023
Q3 		$1.14M Buy
28,018
+411
+1% +$17.7K 0.08% 108
2023
Q2 		$1.18M Sell
27,607
-7,097
-20% -$286K 0.08% 106
2023
Q1 		$1.3M Buy
34,704
+6,874
+25% +$300K 0.09% 95
2022
Q4 		$1.15M Buy
27,830
+2,000
+8% +$88.5K 0.09% 96
2022
Q3 		$1.04M Buy
25,830
+306
+1% +$13.1K 0.09% 100
2022
Q2 		$1M Buy
25,524
+2,580
+11% +$113K 0.08% 99
2022
Q1 		$1.08M Sell
22,944
-999
-4% -$53.5K 0.08% 107
2021
Q4 		$1.15M Sell
23,943
-8
-0% -$394 0.08% 112
2021
Q3 		$1.11M Buy
23,951
+11,500
+92% +$532K 0.08% 103
2021
Q2 		$564K Buy
12,451
+1,791
+17% +$80K 0.04% 161
2021
Q1 		$416K Sell
10,660
-3,501
-25% -$124K 0.04% 179
2020
Q4 		$427K Buy
14,161
+44
+0.3% +$1.14K 0.04% 159
2020
Q3 		$332K Sell
14,117
-2,985
-17% -$73.6K 0.04% 166
2020
Q2 		$438K Sell
17,102
-4,670
-21% -$128K 0.06% 126
2020
Q1 		$625K Sell
21,772
-28,982
-57% -$1.23M 0.11% 88
2019
Q4 		$2.73M Buy
50,754
+1
+0% +$52 0.36% 32
2019
Q3 		$2.56M Sell
50,753
-1,868
-4% -$88K 0.36% 32
2019
Q2 		$2.49M Sell
52,621
-13,929
-21% -$651K 0.36% 34
2019
Q1 		$3.22M Buy
66,550
+28,560
+75% +$1.4M 0.47% 29
2018
Q4 		$1.82M Buy
37,990
+12,561
+49% +$643K 0.29% 43
2018
Q3 		$1.34M Buy
25,429
+119
+0.5% +$6.79K 0.21% 50
2018
Q2 		$1.4M Buy
25,310
+1,113
+5% +$59.6K 0.23% 45
2018
Q1 		$1.27M Hold
24,197
– – 0.22% 47
2017
Q4 		$1.47M Sell
24,197
-1,020
-4% -$57.6K 0.25% 45
2017
Q3 		$1.39M Sell
25,217
-2,599
-9% -$138K 0.25% 47
2017
Q2 		$1.54M Buy
27,816
+1,904
+7% +$102K 0.29% 41
2017
Q1 		$1.44M Sell
25,912
-538
-2% -$30.5K 0.28% 41
2016
Q4 		$1.46M Sell
26,450
-493
-2% -$24.8K 0.29% 37
2016
Q3 		$1.19M Sell
26,943
-264
-1% -$12.6K 0.25% 41
2016
Q2 		$1.29M Sell
27,207
-2,361
-8% -$115K 0.27% 38
2016
Q1 		$1.43M Sell
29,568
-2,342
-7% -$115K 0.32% 35
2015
Q4 		$1.74M Sell
31,910
-1,507
-5% -$81.8K 0.43% 28
2015
Q3 		$1.72M Buy
33,417
+504
+2% +$27.7K 0.46% 25
2015
Q2 		$1.85M Buy
32,913
+2,333
+8% +$130K 0.47% 24
2015
Q1 		$1.66M Buy
30,580
+5,004
+20% +$270K 0.42% 28
2014
Q4 		$1.4M Buy
25,576
+10,386
+68% +$550K 0.38% 32
2014
Q3 		$788K Buy
15,190
+391
+3% +$20.1K 0.24% 53
2014
Q2 		$778K Hold
14,799
– – 0.24% 54
2014
Q1 		$736K Hold
14,799
– – 0.25% 52
2013
Q4 		$672K Buy
14,799
+1,278
+9% +$55.2K 0.24% 50
2013
Q3 		$559K Buy
13,521
+1,390
+11% +$59.3K 0.23% 52
2013
Q2 		$501K Buy
+12,131
New +$473K 0.24% 50

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

Joel Isaacson & Co's WFC Position: Q1 2026 in Review

Joel Isaacson & Co reduced its Wells Fargo (WFC) stake by 0.27% in Q1 2026, selling an estimated $13.7K and leaving 59,030 shares worth $4.7M. The position accounts for 0.16% of the portfolio, ranked #64.

Joel Isaacson & Co first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.52M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Joel Isaacson & Co held 59,030 shares of Wells Fargo worth $4.7M as of Q1 2026.
  • Joel Isaacson & Co sold 159 Wells Fargo shares in Q1 2026, an estimated $13.7K.
  • Wells Fargo made up 0.16% of Joel Isaacson & Co's portfolio in Q1 2026, its #64 holding.
  • Joel Isaacson & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Joel Isaacson & Co's Wells Fargo position peaked at $5.52M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.