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Liberty Wealth Management’s Wells Fargo WFC Stock Holding History

Liberty 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 		$826K Sell
10,377
-368
-3% -$31.6K 0.1% 111
2025
Q4 		$1M Sell
10,745
-560
-5% -$48.6K 0.13% 93
2025
Q3 		$948K Buy
11,305
+11
+0.1% +$892 0.13% 89
2025
Q2 		$905K Buy
+11,294
New +$814K 0.14% 87
2025
Q1 		– Sell
-12,855
Closed -$903K – 215
2024
Q4 		$903K Sell
12,855
-43
-0.3% -$2.94K 0.15% 83
2024
Q3 		$729K Buy
12,898
+748
+6% +$42.3K 0.12% 94
2024
Q2 		$722K Buy
12,150
+282
+2% +$16.6K 0.13% 89
2024
Q1 		$688K Buy
+11,868
New +$621K 0.13% 87
2023
Q4 		– Sell
-14,821
Closed -$606K – 192
2023
Q3 		$606K Buy
14,821
+26
+0.2% +$1.12K 0.15% 81
2023
Q2 		$631K Buy
14,795
+22
+0.1% +$886 0.16% 75
2023
Q1 		$552K Buy
+14,773
New +$644K 0.11% 115
2022
Q3 		$507K Buy
12,625
+77
+0.6% +$3.31K 0.14% 83
2022
Q2 		$491K Buy
12,548
+228
+2% +$10K 0.2% 83
2022
Q1 		$597K Buy
12,320
+34
+0.3% +$1.82K 0.22% 69
2021
Q4 		$589 Sell
12,286
-103
-0.8% -$5.07K 0.03% 89
2021
Q3 		$575K Buy
12,389
+36
+0.3% +$1.67K 0.21% 73
2021
Q2 		$559K Buy
12,353
+2,617
+27% +$117K 0.22% 68
2021
Q1 		$291K Hold
9,736
– – 0.14% 84
2020
Q4 		$291K Sell
9,736
-1,617
-14% -$41.9K 0.14% 84
2020
Q3 		$267K Buy
+11,353
New +$280K 0.16% 77
2019
Q3 		– Sell
-11,110
Closed -$526K – 994
2019
Q2 		$526K Buy
11,110
+3,725
+50% +$174K 0.46% 48
2019
Q1 		$356K Sell
7,385
-206
-3% -$10.1K 0.27% 56
2018
Q4 		$349K Buy
+7,591
New +$389K 0.26% 52

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Liberty Wealth Management reduced its Wells Fargo (WFC) stake by 3.4% in Q1 2026, selling an estimated $31.6K and leaving 10,377 shares worth $826K. The position accounts for 0.1% of the portfolio, ranked #111.

Liberty Wealth Management first reported a position in WFC in Q4 2018 and has held it in 23 quarters since. The position peaked at $1M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Liberty Wealth Management held 10,377 shares of Wells Fargo worth $826K as of Q1 2026.
  • Liberty Wealth Management sold 368 Wells Fargo shares in Q1 2026, an estimated $31.6K.
  • Wells Fargo made up 0.1% of Liberty Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Liberty Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 23 quarters since.
  • Liberty Wealth Management's Wells Fargo position peaked at $1M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.