Jupiter Wealth Management’s Wells Fargo WFC Stock Holding History

Jupiter 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	$1.1M	Hold	15,000	–	–	0.44%	45
2025 Q4	$1.29M	Hold	15,000	–	–	0.58%	41
2025 Q3	$1.26M	Hold	15,000	–	–	0.59%	36
2025 Q2	$1.17M	Hold	15,000	–	–	0.59%	36
2025 Q1	$1.14M	Hold	15,000	–	–	0.69%	32
2024 Q4	$1.05M	Hold	15,000	–	–	0.53%	43
2024 Q3	$847K	Hold	15,000	–	–	0.43%	51
2024 Q2	$890K	Hold	15,000	–	–	0.47%	49
2024 Q1	$918K	Hold	15,000	–	–	0.49%	50
2023 Q4	$738K	Hold	15,000	–	–	0.43%	54
2023 Q3	$613K	Hold	15,000	–	–	0.4%	53
2023 Q2	$640K	Hold	15,000	–	–	0.55%	43
2023 Q1	$561K	Sell	15,000 -27,487	-65%	-$1.2M	0.52%	37
2022 Q4	$1.75M	Sell	42,487 -5,000	-11%	-$221K	1.7%	21
2022 Q3	$1.91M	Hold	47,487	–	–	1.92%	21
2022 Q2	$1.86M	Sell	47,487 -41,000	-46%	-$1.8M	1.69%	20
2022 Q1	$4.29M	Hold	88,487	–	–	2.68%	14
2021 Q4	$4.25M	Sell	88,487 -19,080	-18%	-$939K	2.2%	14
2021 Q3	$5.42M	Buy	107,567 +8,025	+8%	+$371K	2.55%	12
2021 Q2	$4.85M	Buy	99,542 +7,415	+8%	+$331K	2.32%	14
2021 Q1	$4.26M	Buy	92,127 +82,127	+821%	+$2.91M	2.15%	14
2020 Q4	$302K	Hold	10,000	–	–	0.19%	64
2020 Q3	$235K	Sell	10,000 -1,530	-13%	-$37.7K	0.17%	57
2020 Q2	$283K	Buy	+11,530	New	+$315K	0.14%	65

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

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

Jupiter Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 15,000 shares worth $1.1M. The position accounts for 0.44% of the portfolio, ranked #45.

Jupiter Wealth Management first reported a position in WFC in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.42M in Q3 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Jupiter Wealth Management held 15,000 shares of Wells Fargo worth $1.1M as of Q1 2026.
Jupiter Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.44% of Jupiter Wealth Management's portfolio in Q1 2026, its #45 holding.
Jupiter Wealth Management first reported a position in Wells Fargo in Q2 2020 and has held it in 24 quarters since.
Jupiter Wealth Management's Wells Fargo position peaked at $5.42M in Q3 2021.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.