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McAdam LLC’s Wells Fargo WFC Stock Holding History

McAdam 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 		$665K Sell
8,356
-799
-9% -$68.6K 0.03% 207
2025
Q4 		$853K Sell
9,155
-91
-1% -$7.9K 0.04% 167
2025
Q3 		$775K Buy
9,246
+1,029
+13% +$83.4K 0.04% 166
2025
Q2 		$658K Sell
8,217
-250
-3% -$18K 0.04% 174
2025
Q1 		$608K Buy
8,467
+2,244
+36% +$168K 0.04% 167
2024
Q4 		$437K Buy
6,223
+596
+11% +$40.7K 0.02% 214
2024
Q3 		$318K Buy
5,627
+18
+0.3% +$1.02K 0.02% 247
2024
Q2 		$333K Buy
5,609
+178
+3% +$10.5K 0.02% 223
2024
Q1 		$315K Buy
5,431
+463
+9% +$24.2K 0.02% 218
2023
Q4 		$245K Sell
4,968
-113
-2% -$4.88K 0.02% 242
2023
Q3 		$208K Buy
5,081
+167
+3% +$7.21K 0.02% 243
2023
Q2 		$210K Buy
+4,914
New +$198K 0.02% 247
2023
Q1 		– Sell
-4,280
Closed -$205K – 279
2022
Q4 		$205K Buy
+4,280
New +$189K 0.02% 183
2022
Q2 		– Sell
-4,482
Closed -$217K – 239
2022
Q1 		$217K Buy
4,482
+202
+5% +$10.8K 0.02% 195
2021
Q4 		$205K Buy
+4,280
New +$211K 0.02% 183
2018
Q4 		– Sell
-622
Closed -$32K – 618
2018
Q3 		$32K Sell
622
-136
-18% -$7.76K 0.01% 202
2018
Q2 		$42K Sell
758
-170
-18% -$9.11K 0.02% 171
2018
Q1 		$49K Buy
+928
New +$55.1K 0.02% 156

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

McAdam LLC's WFC Position: Q1 2026 in Review

McAdam LLC reduced its Wells Fargo (WFC) stake by 8.7% in Q1 2026, selling an estimated $68.6K and leaving 8,356 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #207.

McAdam LLC first reported a position in WFC in Q1 2018 and has held it in 18 quarters since. The position peaked at $853K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • McAdam LLC held 8,356 shares of Wells Fargo worth $665K as of Q1 2026.
  • McAdam LLC sold 799 Wells Fargo shares in Q1 2026, an estimated $68.6K.
  • Wells Fargo made up 0.03% of McAdam LLC's portfolio in Q1 2026, its #207 holding.
  • McAdam LLC first reported a position in Wells Fargo in Q1 2018 and has held it in 18 quarters since.
  • McAdam LLC's Wells Fargo position peaked at $853K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.