JSW
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Journey Strategic Wealth’s Wells Fargo WFC Stock Holding History

Journey Strategic Wealth’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 		$2.47M Buy
31,085
+5,943
+24% +$510K 0.06% 89
2025
Q4 		$2.34M Buy
25,142
+188
+0.8% +$16.3K 0.06% 89
2025
Q3 		$2.09M Buy
24,954
+246
+1% +$19.9K 0.06% 92
2025
Q2 		$1.98M Buy
24,708
+6,596
+36% +$476K 0.06% 94
2025
Q1 		$1.3M Buy
18,112
+697
+4% +$52.3K 0.05% 107
2024
Q4 		$1.22M Buy
17,415
+62
+0.4% +$4.23K 0.05% 102
2024
Q3 		$980K Buy
17,353
+1,325
+8% +$74.9K 0.04% 128
2024
Q2 		$952K Buy
16,028
+5,899
+58% +$348K 0.04% 95
2024
Q1 		$587K Buy
10,129
+2,936
+41% +$154K 0.03% 119
2023
Q4 		$354K Buy
+7,193
New +$310K 0.02% 121
2023
Q2 		– Sell
-11,225
Closed -$420K – 270
2023
Q1 		$420K Buy
11,225
+1,048
+10% +$45.7K 0.04% 119
2022
Q4 		$420K Sell
10,177
-5,091
-33% -$225K 0.05% 117
2022
Q3 		$614K Buy
15,268
+4,727
+45% +$203K 0.08% 58
2022
Q2 		$413K Sell
10,541
-2,779
-21% -$122K 0.06% 68
2022
Q1 		$646K Sell
13,320
-859
-6% -$46K 0.07% 39
2021
Q4 		$680K Buy
+14,179
New +$698K 0.07% 53

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

Journey Strategic Wealth's WFC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Wells Fargo (WFC) stake by 24% in Q1 2026, buying an estimated $510K and bringing the position to 31,085 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #89.

Journey Strategic Wealth first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Journey Strategic Wealth held 31,085 shares of Wells Fargo worth $2.47M as of Q1 2026.
  • Journey Strategic Wealth bought 5,943 Wells Fargo shares in Q1 2026, an estimated $510K.
  • Wells Fargo made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #89 holding.
  • Journey Strategic Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.