Meadow Creek Wealth Advisors’s Wells Fargo WFC Stock Holding History

Meadow Creek Wealth Advisors’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	$310K	Sell	3,896 -687	-15%	-$59K	0.2%	105
2025 Q4	$427K	Buy	4,583 +980	+27%	+$85.1K	0.27%	73
2025 Q3	$303K	Sell	3,603 -221	-6%	-$17.9K	0.2%	107
2025 Q2	$306K	Buy	3,824 +141	+4%	+$10.2K	0.21%	107
2025 Q1	$264K	Sell	3,683 -9	-0.2%	-$676	0.2%	111
2024 Q4	$259K	Buy	3,692 +125	+4%	+$8.53K	0.19%	107
2024 Q3	$202K	Buy	+3,567	New	+$202K	0.16%	132

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

Meadow Creek Wealth Advisors's WFC Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its Wells Fargo (WFC) stake by 15% in Q1 2026, selling an estimated $59K and leaving 3,896 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #105.

Meadow Creek Wealth Advisors first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $427K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Meadow Creek Wealth Advisors held 3,896 shares of Wells Fargo worth $310K as of Q1 2026.
Meadow Creek Wealth Advisors sold 687 Wells Fargo shares in Q1 2026, an estimated $59K.
Wells Fargo made up 0.2% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #105 holding.
Meadow Creek Wealth Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Meadow Creek Wealth Advisors's Wells Fargo position peaked at $427K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.