Leo Wealth LLC’s Wells Fargo WFC Stock Holding History

Leo Wealth LLC’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	$489K	Buy	6,137 +157	+3%	+$13.5K	0.04%	274
2025 Q4	$557K	Buy	5,980 +1,744	+41%	+$151K	0.04%	241
2025 Q3	$355K	Sell	4,236 -1,702	-29%	-$138K	0.05%	214
2025 Q2	$476K	Buy	5,938 +1,149	+24%	+$82.8K	0.04%	243
2025 Q1	$344K	Buy	4,789 +46	+1%	+$3.45K	0.05%	205
2024 Q4	$333K	Sell	4,743 -90	-2%	-$6.14K	0.03%	274
2024 Q3	$273K	Sell	4,833 -82	-2%	-$4.64K	0.03%	291
2024 Q2	$294K	Buy	4,915 +168	+4%	+$9.92K	0.03%	272
2024 Q1	$275K	Buy	4,747 +241	+5%	+$12.6K	0.03%	279
2023 Q4	$230K	Buy	+4,506	New	+$194K	0.02%	295

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

Leo Wealth LLC's WFC Position: Q1 2026 in Review

Leo Wealth LLC increased its Wells Fargo (WFC) stake by 2.6% in Q1 2026, buying an estimated $13.5K and bringing the position to 6,137 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #274.

Leo Wealth LLC first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $557K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Leo Wealth LLC held 6,137 shares of Wells Fargo worth $489K as of Q1 2026.
Leo Wealth LLC bought 157 Wells Fargo shares in Q1 2026, an estimated $13.5K.
Wells Fargo made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #274 holding.
Leo Wealth LLC first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Wells Fargo position peaked at $557K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.