Laraway Financial Advisors’s Wells Fargo WFC Stock Holding History

Laraway Financial Advisors’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	$301K	Sell	3,785 -396	-9%	-$34K	0.21%	105
2025 Q4	$390K	Hold	4,181	–	–	0.25%	87
2025 Q3	$350K	Buy	4,181 +1	+0%	+$81	0.24%	97
2025 Q2	$335K	Hold	4,180	–	–	0.25%	91
2025 Q1	$300K	Sell	4,180 -249	-6%	-$18.7K	0.24%	97
2024 Q4	$311K	Buy	4,429 +1	+0%	+$68	0.24%	92
2024 Q3	$250K	Hold	4,428	–	–	0.2%	102
2024 Q2	$263K	Buy	4,428 +1	+0%	+$59	0.22%	92
2024 Q1	$257K	Buy	4,427 +1	+0%	+$52	0.23%	99
2023 Q4	$218K	Buy	+4,426	New	+$191K	0.21%	101
2022 Q4	–	Sell	-5,350	Closed	-$215K	–	104
2022 Q3	$215K	Sell	5,350 -50	-0.9%	-$2.15K	0.24%	99
2022 Q2	$212K	Sell	5,400 -270	-5%	-$11.8K	0.23%	101
2022 Q1	$275K	Sell	5,670 -1,000	-15%	-$53.5K	0.25%	96
2021 Q4	$320K	Buy	+6,670	New	+$328K	0.29%	90

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

Laraway Financial Advisors's WFC Position: Q1 2026 in Review

Laraway Financial Advisors reduced its Wells Fargo (WFC) stake by 9.5% in Q1 2026, selling an estimated $34K and leaving 3,785 shares worth $301K. The position accounts for 0.21% of the portfolio, ranked #105.

Laraway Financial Advisors first reported a position in WFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $390K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Laraway Financial Advisors held 3,785 shares of Wells Fargo worth $301K as of Q1 2026.
Laraway Financial Advisors sold 396 Wells Fargo shares in Q1 2026, an estimated $34K.
Wells Fargo made up 0.21% of Laraway Financial Advisors's portfolio in Q1 2026, its #105 holding.
Laraway Financial Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 14 quarters since.
Laraway Financial Advisors's Wells Fargo position peaked at $390K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.