JWM
WFC icon

JPL Wealth Management’s Wells Fargo WFC Stock Holding History

JPL 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 		$216K Buy
+2,708
New +$233K 0.05% 116
2025
Q4 		– Sell
-2,989
Closed -$251K – 1126
2025
Q3 		$251K Buy
+2,989
New +$242K 0.06% 113

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

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

JPL Wealth Management opened a new position in Wells Fargo (WFC) in Q1 2026: 2,708 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WFC as recently as Q3 2025.

JPL Wealth Management first reported a position in WFC in Q3 2025 and has held it in 2 quarters since. The position peaked at $251K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • JPL Wealth Management held 2,708 shares of Wells Fargo worth $216K as of Q1 2026.
  • Wells Fargo was a new JPL Wealth Management position in Q1 2026.
  • Wells Fargo made up 0.05% of JPL Wealth Management's portfolio in Q1 2026, its #116 holding.
  • JPL Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Wells Fargo position peaked at $251K in Q3 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.