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Linscomb Wealth’s Wells Fargo WFC Stock Holding History

Linscomb Wealth’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 		$749K Buy
9,410
+74
+0.8% +$6.36K 0.03% 217
2025
Q4 		$870K Sell
9,336
-1,093
-10% -$94.9K 0.04% 186
2025
Q3 		$874K Buy
10,429
+962
+10% +$78K 0.04% 188
2025
Q2 		$758K Sell
9,467
-118
-1% -$8.51K 0.03% 201
2025
Q1 		$688K Buy
9,585
+81
+0.9% +$6.08K 0.03% 200
2024
Q4 		$668K Buy
9,504
+192
+2% +$13.1K 0.03% 204
2024
Q3 		$526K Sell
9,312
-180
-2% -$10.2K 0.03% 217
2024
Q2 		$564K Buy
9,492
+188
+2% +$11.1K 0.03% 208
2024
Q1 		$539K Sell
9,304
-160
-2% -$8.37K 0.03% 209
2023
Q4 		$466K Buy
9,464
+716
+8% +$30.9K 0.03% 216
2023
Q3 		$357K Sell
8,748
-1,450
-14% -$62.6K 0.02% 228
2023
Q2 		$435K Buy
+10,198
New +$410K 0.02% 221
2022
Q2 		– Sell
-5,005
Closed -$242K – 337
2022
Q1 		$242K Buy
5,005
+400
+9% +$21.4K 0.01% 314
2021
Q4 		$221K Buy
4,605
+1
+0% +$49 0.01% 316
2021
Q3 		$214K Sell
4,604
-1,308
-22% -$60.5K 0.01% 314
2021
Q2 		$268K Buy
5,912
+300
+5% +$13.4K 0.01% 285
2021
Q1 		$219K Buy
+5,612
New +$199K 0.01% 310
2020
Q3 		– Sell
-27,448
Closed -$703K – 313
2020
Q2 		$703K Sell
27,448
-84,016
-75% -$2.3M 0.05% 171
2020
Q1 		$3.2M Buy
111,464
+10,474
+10% +$445K 0.28% 71
2019
Q4 		$5.43M Sell
100,990
-1,098
-1% -$57.5K 0.35% 49
2019
Q3 		$5.15M Buy
102,088
+9,619
+10% +$453K 0.41% 47
2019
Q2 		$4.38M Buy
92,469
+4,135
+5% +$193K 0.36% 53
2019
Q1 		$4.27M Buy
88,334
+2,498
+3% +$123K 0.36% 53
2018
Q4 		$3.96M Sell
85,836
-4,623
-5% -$237K 0.37% 49
2018
Q3 		$4.75M Buy
90,459
+1,641
+2% +$93.7K 0.39% 45
2018
Q2 		$4.92M Buy
88,818
+2,908
+3% +$156K 0.42% 38
2018
Q1 		$4.5M Buy
85,910
+256
+0.3% +$15.2K 0.38% 44
2017
Q4 		$5.2M Buy
85,654
+5,685
+7% +$321K 0.43% 38
2017
Q3 		$4.41M Buy
79,969
+1,402
+2% +$74.5K 0.38% 45
2017
Q2 		$4.35M Buy
78,567
+1,540
+2% +$82.5K 0.39% 39
2017
Q1 		$4.29M Buy
77,027
+4,778
+7% +$271K 0.39% 39
2016
Q4 		$3.98M Buy
72,249
+1,910
+3% +$96K 0.37% 40
2016
Q3 		$3.12M Buy
70,339
+7,963
+13% +$381K 0.3% 52
2016
Q2 		$2.95M Buy
62,376
+2,373
+4% +$116K 0.3% 49
2016
Q1 		$2.9M Buy
60,003
+2,417
+4% +$118K 0.31% 51
2015
Q4 		$3.13M Buy
57,586
+1,084
+2% +$58.9K 0.35% 43
2015
Q3 		$2.9M Buy
56,502
+1,093
+2% +$60.1K 0.34% 44
2015
Q2 		$3.12M Buy
55,409
+848
+2% +$47.3K 0.34% 48
2015
Q1 		$2.97M Buy
54,561
+1,423
+3% +$76.9K 0.32% 49
2014
Q4 		$2.91M Buy
53,138
+1,546
+3% +$81.8K 0.32% 51
2014
Q3 		$2.68M Buy
51,592
+1,853
+4% +$95.3K 0.3% 52
2014
Q2 		$2.61M Buy
49,739
+4,223
+9% +$212K 0.28% 54
2014
Q1 		$2.26M Buy
45,516
+8,828
+24% +$411K 0.25% 56
2013
Q4 		$1.67M Buy
36,688
+2,492
+7% +$108K 0.2% 68
2013
Q3 		$1.41M Buy
34,196
+2,194
+7% +$93.7K 0.19% 71
2013
Q2 		$1.32M Buy
+32,002
New +$1.25M 0.18% 69

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

Linscomb Wealth's WFC Position: Q1 2026 in Review

Linscomb Wealth increased its Wells Fargo (WFC) stake by 0.79% in Q1 2026, buying an estimated $6.36K and bringing the position to 9,410 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #217.

Linscomb Wealth first reported a position in WFC in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.43M in Q4 2019. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Linscomb Wealth held 9,410 shares of Wells Fargo worth $749K as of Q1 2026.
  • Linscomb Wealth bought 74 Wells Fargo shares in Q1 2026, an estimated $6.36K.
  • Wells Fargo made up 0.03% of Linscomb Wealth's portfolio in Q1 2026, its #217 holding.
  • Linscomb Wealth first reported a position in Wells Fargo in Q2 2013 and has held it in 46 quarters since.
  • Linscomb Wealth's Wells Fargo position peaked at $5.43M in Q4 2019.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.