LJI Wealth Management’s Wells Fargo WFC Stock Holding History

LJI 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	$1.67M	Buy	20,997 +17	+0.1%	+$1.46K	0.27%	39
2025 Q4	$1.96M	Buy	20,980 +16	+0.1%	+$1.39K	0.3%	41
2025 Q3	$1.76M	Sell	20,964 -151	-0.7%	-$12.2K	0.31%	33
2025 Q2	$1.69M	Buy	21,115 +16	+0.1%	+$1.15K	0.29%	39
2025 Q1	$1.51M	Sell	21,099 -204	-1%	-$15.3K	0.3%	42
2024 Q4	$1.5M	Sell	21,303 -1,184	-5%	-$80.8K	0.29%	41
2024 Q3	$1.27M	Sell	22,487 -1,978	-8%	-$112K	0.26%	45
2024 Q2	$1.45M	Sell	24,465 -694	-3%	-$41K	0.32%	38
2024 Q1	$1.46M	Sell	25,159 -561	-2%	-$29.4K	0.38%	30
2023 Q4	$1.27M	Sell	25,720 -109	-0.4%	-$4.7K	0.33%	37
2023 Q3	$1.06M	Sell	25,829 -9	-0%	-$389	0.3%	43
2023 Q2	$1.1M	Sell	25,838 -887	-3%	-$35.7K	0.32%	37
2023 Q1	$999K	Buy	26,725 +766	+3%	+$33.4K	0.32%	35
2022 Q4	$1.07M	Buy	+25,959	New	+$1.15M	0.38%	34

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

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

LJI Wealth Management increased its Wells Fargo (WFC) stake by 0.08% in Q1 2026, buying an estimated $1.46K and bringing the position to 20,997 shares worth $1.67M. The position accounts for 0.27% of the portfolio, ranked #39.

LJI Wealth Management first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

LJI Wealth Management held 20,997 shares of Wells Fargo worth $1.67M as of Q1 2026.
LJI Wealth Management bought 17 Wells Fargo shares in Q1 2026, an estimated $1.46K.
Wells Fargo made up 0.27% of LJI Wealth Management's portfolio in Q1 2026, its #39 holding.
LJI Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Wells Fargo position peaked at $1.96M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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