Modern Wealth Management’s Wells Fargo WFC Stock Holding History

Modern 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	$1.57M	Buy	19,462 +2,468	+15%	+$212K	0.03%	337
2025 Q4	$1.58M	Buy	16,994 +3,330	+24%	+$289K	0.03%	335
2025 Q3	$1.15M	Buy	13,664 +670	+5%	+$54.3K	0.02%	367
2025 Q2	$1.04M	Buy	12,994 +91	+0.7%	+$6.56K	0.03%	362
2025 Q1	$926K	Buy	12,903 +1,773	+16%	+$133K	0.03%	313
2024 Q4	$782K	Buy	11,130 +4,210	+61%	+$287K	0.03%	293
2024 Q3	$391K	Buy	6,920 +141	+2%	+$7.97K	0.02%	293
2024 Q2	$403K	Buy	6,779 +2,154	+47%	+$127K	0.03%	259
2024 Q1	$268K	Buy	+4,625	New	+$242K	0.02%	254

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

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

Modern Wealth Management increased its Wells Fargo (WFC) stake by 15% in Q1 2026, buying an estimated $212K and bringing the position to 19,462 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #337.

Modern Wealth Management first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Modern Wealth Management held 19,462 shares of Wells Fargo worth $1.57M as of Q1 2026.
Modern Wealth Management bought 2,468 Wells Fargo shares in Q1 2026, an estimated $212K.
Wells Fargo made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #337 holding.
Modern Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Wells Fargo position peaked at $1.58M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.