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Modera Wealth Management’s Wells Fargo WFC Stock Holding History

Modera 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 		$1.56M Sell
19,555
-69
-0.4% -$5.93K 0.02% 282
2025
Q4 		$1.83M Sell
19,624
-990
-5% -$85.9K 0.02% 273
2025
Q3 		$1.73M Sell
20,614
-1,211
-6% -$98.2K 0.02% 272
2025
Q2 		$1.75M Buy
21,825
+715
+3% +$51.6K 0.02% 274
2025
Q1 		$1.52M Buy
21,110
+548
+3% +$41.1K 0.02% 274
2024
Q4 		$1.44M Buy
20,562
+2,548
+14% +$174K 0.02% 283
2024
Q3 		$1.02M Buy
18,014
+167
+0.9% +$9.45K 0.01% 308
2024
Q2 		$1.06M Sell
17,847
-6,390
-26% -$377K 0.02% 289
2024
Q1 		$1.4M Buy
24,237
+356
+1% +$18.6K 0.02% 261
2023
Q4 		$1.18M Sell
23,881
-465
-2% -$20.1K 0.02% 273
2023
Q3 		$995K Sell
24,346
-117
-0.5% -$5.05K 0.02% 282
2023
Q2 		$1.04M Buy
24,463
+14,595
+148% +$587K 0.02% 289
2023
Q1 		$369K Sell
9,868
-55
-0.6% -$2.4K 0.01% 254
2022
Q4 		$410K Sell
9,923
-573
-5% -$25.4K 0.02% 234
2022
Q3 		$422K Sell
10,496
-998
-9% -$42.9K 0.02% 203
2022
Q2 		$450K Buy
11,494
+339
+3% +$14.9K 0.02% 202
2022
Q1 		$541K Sell
11,155
-16,584
-60% -$888K 0.02% 199
2021
Q4 		$1.33M Buy
27,739
+21,642
+355% +$1.07M 0.05% 146
2021
Q3 		$283K Buy
6,097
+1,651
+37% +$76.4K 0.01% 220
2021
Q2 		$201K Buy
+4,446
New +$199K 0.01% 236
2016
Q2 		– Sell
-21,083
Closed -$1.02M – 119
2016
Q1 		$1.02M Buy
+21,083
New +$1.03M 0.36% 31

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

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

Modera Wealth Management reduced its Wells Fargo (WFC) stake by 0.35% in Q1 2026, selling an estimated $5.93K and leaving 19,555 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #282.

Modera Wealth Management first reported a position in WFC in Q1 2016 and has held it in 21 quarters since. The position peaked at $1.83M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Modera Wealth Management held 19,555 shares of Wells Fargo worth $1.56M as of Q1 2026.
  • Modera Wealth Management sold 69 Wells Fargo shares in Q1 2026, an estimated $5.93K.
  • Wells Fargo made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Modera Wealth Management first reported a position in Wells Fargo in Q1 2016 and has held it in 21 quarters since.
  • Modera Wealth Management's Wells Fargo position peaked at $1.83M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.