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Medallion Wealth Advisors’s Wells Fargo WFC Stock Holding History

Medallion 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 		$47K Sell
590
-79
-12% -$6.79K 0.02% 480
2025
Q4 		$62.4K Hold
669
– – 0.02% 437
2025
Q3 		$56.1K Hold
669
– – 0.02% 451
2025
Q2 		$54.2K Buy
669
+350
+110% +$25.2K 0.02% 452
2025
Q1 		$22.9K Hold
319
– – 0.01% 555
2024
Q4 		$22.7K Buy
+319
New +$21.8K 0.01% 542

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

Medallion Wealth Advisors's WFC Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $6.79K and leaving 590 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #480.

Medallion Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $62.4K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Medallion Wealth Advisors held 590 shares of Wells Fargo worth $47K as of Q1 2026.
  • Medallion Wealth Advisors sold 79 Wells Fargo shares in Q1 2026, an estimated $6.79K.
  • Wells Fargo made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #480 holding.
  • Medallion Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Wells Fargo position peaked at $62.4K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.