Modus Advisors’s Wells Fargo WFC Stock Holding History

Modus 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	–	Sell	-350	Closed	-$32.6K	–	339
2025 Q4	$32.6K	Buy	+350	New	+$30.4K	0.01%	201
2025 Q1	–	Sell	-432	Closed	-$30.3K	–	305
2024 Q4	$30.3K	Buy	+432	New	+$29.5K	0.01%	179
2021 Q3	–	Sell	-2,305	Closed	-$104K	–	242
2021 Q2	$104K	Buy	+2,305	New	+$103K	0.04%	124
2020 Q4	–	Sell	-58,231	Closed	-$1.37M	–	88
2020 Q3	$1.37M	Buy	58,231 +8,670	+17%	+$214K	0.79%	43
2020 Q2	$1.27M	Buy	49,561 +32,529	+191%	+$890K	0.83%	34
2020 Q1	$489K	Buy	17,032 +6,922	+68%	+$294K	0.45%	37
2019 Q4	$544K	Buy	+10,110	New	+$530K	0.43%	42

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

Modus Advisors's WFC Position: Q1 2026 in Review

Modus Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 350 shares — an estimated $32.6K sold.

Modus Advisors first reported a position in WFC in Q4 2019 and held it in 7 quarters. The position peaked at $1.37M in Q3 2020. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Modus Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 350 Wells Fargo shares in Q1 2026, an estimated $32.6K.
Modus Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 7 quarters.
Modus Advisors's Wells Fargo position peaked at $1.37M in Q3 2020.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.