Landmark Wealth Management (New York)’s Wells Fargo WFC Stock Holding History

Landmark Wealth Management (New York)’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	$925K	Buy	+11,621	New	+$998K	0.25%	73
2022 Q2	–	Sell	-400	Closed	-$400	–	184
2022 Q1	$400	Buy	+400	New	+$21.4K	﹤0.01%	140

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

Landmark Wealth Management (New York)'s WFC Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Wells Fargo (WFC) in Q1 2026: 11,621 shares worth $925K. The stake represents 0.25% of the portfolio and ranks #73 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in WFC as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in WFC in Q1 2022 and has held it in 2 quarters since. 2,804 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Landmark Wealth Management (New York) held 11,621 shares of Wells Fargo worth $925K as of Q1 2026.
Wells Fargo was a new Landmark Wealth Management (New York) position in Q1 2026.
Wells Fargo made up 0.25% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #73 holding.
Landmark Wealth Management (New York) first reported a position in Wells Fargo in Q1 2022 and has held it in 2 quarters since.
2,804 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.