Money Concepts Capital’s Wells Fargo WFC Stock Holding History

Money Concepts Capital’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	-8,569	Closed	-$799K	–	605
2025 Q4	$799K	Buy	8,569 +472	+6%	+$41K	0.04%	287
2025 Q3	$679K	Buy	8,097 +835	+11%	+$67.7K	0.04%	290
2025 Q2	$582K	Sell	7,262 -109	-1%	-$7.86K	0.04%	289
2025 Q1	$529K	Buy	+7,371	New	+$553K	0.04%	289
2023 Q1	–	Sell	-10,339	Closed	-$427K	–	2898
2022 Q4	$427K	Buy	10,339 +9,733	+1,606%	+$431K	0.02%	469
2022 Q3	$24K	Buy	606 +164	+37%	+$7.05K	﹤0.01%	875
2022 Q2	$18K	Sell	442 -5,698	-93%	-$250K	﹤0.01%	915
2022 Q1	$298K	Buy	+6,140	New	+$329K	0.02%	576

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

Money Concepts Capital's WFC Position: Q1 2026 in Review

Money Concepts Capital sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 8,569 shares — an estimated $799K sold.

Money Concepts Capital first reported a position in WFC in Q1 2022 and held it in 8 quarters. The position peaked at $799K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Money Concepts Capital reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Money Concepts Capital sold 8,569 Wells Fargo shares in Q1 2026, an estimated $799K.
Money Concepts Capital first reported a position in Wells Fargo in Q1 2022 and held it in 8 quarters.
Money Concepts Capital's Wells Fargo position peaked at $799K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.