Navalign LLC’s Wells Fargo WFC Stock Holding History

Navalign LLC’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	-279	Closed	-$26K	–	475
2025 Q4	$26K	Buy	+279	New	+$24.2K	0.01%	247

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Navalign LLC's WFC Position: Q1 2026 in Review

Navalign LLC sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 279 shares — an estimated $26K sold.

Navalign LLC first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $26K in Q4 2025. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Navalign LLC reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 279 Wells Fargo shares in Q1 2026, an estimated $26K.
Navalign LLC first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Navalign LLC's Wells Fargo position peaked at $26K in Q4 2025.
2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.