Level Four Advisory Services’s Wells Fargo WFC Stock Holding History

Level Four Advisory Services’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	$2.43M	Buy	30,578 +454	+2%	+$39K	0.08%	270
2025 Q4	$2.81M	Buy	30,124 +4,753	+19%	+$413K	0.09%	240
2025 Q3	$2.13M	Buy	25,371 +4,988	+24%	+$404K	0.07%	265
2025 Q2	$1.63M	Sell	20,383 -542	-3%	-$39.1K	0.06%	286
2025 Q1	$1.5M	Sell	20,925 -2,018	-9%	-$152K	0.06%	282
2024 Q4	$1.61M	Buy	22,943 +271	+1%	+$18.5K	0.07%	266
2024 Q3	$1.47M	Sell	22,672 -54,687	-71%	-$3.09M	0.06%	277
2024 Q2	$4.59M	Sell	77,359 -4,935	-6%	-$291K	0.21%	137
2024 Q1	$4.05M	Buy	82,294 +5,610	+7%	+$294K	0.22%	120
2023 Q4	$3.77M	Sell	76,684 -4,421	-5%	-$191K	0.21%	125
2023 Q3	$3.31M	Sell	81,105 -20,529	-20%	-$886K	0.21%	128
2023 Q2	$4.34M	Buy	101,634 +1,747	+2%	+$70.3K	0.26%	92
2023 Q1	$3.73M	Sell	99,887 -702	-0.7%	-$30.6K	0.24%	103
2022 Q4	$4.15M	Sell	100,589 -5,135	-5%	-$227K	0.31%	77
2022 Q3	$4.25M	Buy	105,724 +5,655	+6%	+$243K	0.41%	56
2022 Q2	$3.92M	Buy	100,069 +13,344	+15%	+$586K	0.37%	72
2022 Q1	$4.2M	Buy	86,725 +3,042	+4%	+$163K	0.33%	84
2021 Q4	$4.01M	Buy	83,683 +15,157	+22%	+$746K	0.31%	88
2021 Q3	$3.18M	Sell	68,526 -6,732	-9%	-$312K	0.33%	88
2021 Q2	$3.41M	Buy	75,258 +14,300	+23%	+$639K	0.24%	113
2021 Q1	$2.38M	Buy	60,958 +30,820	+102%	+$1.09M	0.19%	138
2020 Q4	$910K	Sell	30,138 -18,953	-39%	-$491K	0.07%	266
2020 Q3	$1.15M	Sell	49,091 -67,609	-58%	-$1.67M	0.09%	223
2020 Q2	$2.99M	Buy	116,700 +62,062	+114%	+$1.7M	0.23%	110
2020 Q1	$1.56M	Sell	54,638 -1,279	-2%	-$54.4K	0.19%	132
2019 Q4	$16.2M	Buy	55,917 +2,223	+4%	+$116K	0.64%	36
2019 Q3	$2.71M	Buy	53,694 +11,070	+26%	+$522K	0.28%	78
2019 Q2	$2.02M	Buy	42,624 +3,573	+9%	+$167K	0.2%	112
2019 Q1	$1.89M	Sell	39,051 -736	-2%	-$36.2K	0.21%	109
2018 Q4	$1.83M	Buy	39,787 +32	+0.1%	+$1.64K	0.23%	102
2018 Q3	$2.09M	Sell	39,755 -3,016	-7%	-$172K	0.23%	103
2018 Q2	$2.37M	Buy	42,771 +4,848	+13%	+$260K	0.17%	124
2018 Q1	$1.99M	Sell	37,923 -3,006	-7%	-$179K	0.15%	130
2017 Q4	$2.48M	Buy	40,929 +7,842	+24%	+$443K	0.19%	106
2017 Q3	$1.82M	Sell	33,087 -6,337	-16%	-$337K	0.16%	123
2017 Q2	$2.17M	Sell	39,424 -15,166	-28%	-$813K	0.33%	76
2017 Q1	$3.01M	Sell	54,590 -143	-0.3%	-$8.11K	0.31%	75
2016 Q4	$3.02M	Buy	+54,733	New	+$2.75M	0.39%	49

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

Level Four Advisory Services's WFC Position: Q1 2026 in Review

Level Four Advisory Services increased its Wells Fargo (WFC) stake by 1.5% in Q1 2026, buying an estimated $39K and bringing the position to 30,578 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #270.

Level Four Advisory Services first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.2M in Q4 2019. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Level Four Advisory Services held 30,578 shares of Wells Fargo worth $2.43M as of Q1 2026.
Level Four Advisory Services bought 454 Wells Fargo shares in Q1 2026, an estimated $39K.
Wells Fargo made up 0.08% of Level Four Advisory Services's portfolio in Q1 2026, its #270 holding.
Level Four Advisory Services first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Wells Fargo position peaked at $16.2M in Q4 2019.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.