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MONECO Advisors’s Wells Fargo WFC Stock Holding History

MONECO 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 		$614K Sell
7,709
-148
-2% -$12.7K 0.05% 271
2025
Q4 		$732K Buy
7,857
+673
+9% +$58.4K 0.06% 242
2025
Q3 		$602K Buy
7,184
+84
+1% +$6.81K 0.05% 271
2025
Q2 		$569K Buy
7,100
+15
+0.2% +$1.08K 0.05% 271
2025
Q1 		$509K Buy
7,085
+67
+1% +$5.03K 0.05% 276
2024
Q4 		$493K Buy
7,018
+134
+2% +$9.15K 0.05% 278
2024
Q3 		$389K Sell
6,884
-52
-0.7% -$2.94K 0.05% 298
2024
Q2 		$412K Sell
6,936
-37,632
-84% -$2.22M 0.06% 264
2024
Q1 		$2.58M Buy
44,568
+37,727
+551% +$1.97M 0.41% 62
2023
Q4 		$337K Sell
6,841
-583
-8% -$25.2K 0.06% 268
2023
Q3 		$303K Buy
7,424
+453
+6% +$19.6K 0.08% 250
2023
Q2 		$298K Sell
6,971
-2,046
-23% -$82.4K 0.08% 254
2023
Q1 		$337K Buy
9,017
+1,841
+26% +$80.2K 0.1% 224
2022
Q4 		$296K Buy
7,176
+3
+0% +$133 0.11% 195
2022
Q3 		$288K Buy
7,173
+904
+14% +$38.8K 0.12% 186
2022
Q2 		$246K Buy
+6,269
New +$275K 0.1% 210
2022
Q1 		– Sell
-3,910
Closed -$216K – 260
2021
Q4 		$216K Buy
+3,910
New +$192K 0.08% 224

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

MONECO Advisors's WFC Position: Q1 2026 in Review

MONECO Advisors reduced its Wells Fargo (WFC) stake by 1.9% in Q1 2026, selling an estimated $12.7K and leaving 7,709 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #271.

MONECO Advisors first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.58M in Q1 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MONECO Advisors held 7,709 shares of Wells Fargo worth $614K as of Q1 2026.
  • MONECO Advisors sold 148 Wells Fargo shares in Q1 2026, an estimated $12.7K.
  • Wells Fargo made up 0.05% of MONECO Advisors's portfolio in Q1 2026, its #271 holding.
  • MONECO Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
  • MONECO Advisors's Wells Fargo position peaked at $2.58M in Q1 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.