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Naviter Wealth’s Wells Fargo WFC Stock Holding History

Naviter Wealth’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 		$2.54M Buy
31,914
+369
+1% +$31.7K 0.32% 75
2025
Q4 		$2.94M Sell
31,545
-6,205
-16% -$539K 0.38% 61
2025
Q3 		$3.16M Buy
37,750
+1,847
+5% +$150K 0.37% 66
2025
Q2 		$2.88M Buy
35,903
+307
+0.9% +$22.1K 0.35% 70
2025
Q1 		$2.52M Sell
35,596
-6,910
-16% -$519K 0.31% 85
2024
Q4 		$2.99M Buy
42,506
+775
+2% +$52.9K 0.36% 68
2024
Q3 		$2.36M Sell
41,731
-382
-0.9% -$21.6K 0.33% 79
2024
Q2 		$2.5M Buy
42,113
+519
+1% +$30.6K 0.37% 74
2024
Q1 		$2.41M Sell
41,594
-1,800
-4% -$94.2K 0.39% 69
2023
Q4 		$2.14M Buy
43,394
+6,262
+17% +$270K 0.43% 57
2023
Q3 		$1.52M Buy
37,132
+1,416
+4% +$61.1K 0.37% 68
2023
Q2 		$1.52M Buy
35,716
+3,264
+10% +$131K 0.39% 67
2023
Q1 		$1.21M Buy
32,452
+818
+3% +$35.7K 0.42% 59
2022
Q4 		$1.41M Buy
31,634
+3,564
+13% +$158K 0.39% 58
2022
Q3 		$1.13M Buy
28,070
+881
+3% +$37.9K 0.46% 43
2022
Q2 		$1.06M Buy
+27,189
New +$1.19M 0.44% 47

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

Naviter Wealth's WFC Position: Q1 2026 in Review

Naviter Wealth increased its Wells Fargo (WFC) stake by 1.2% in Q1 2026, buying an estimated $31.7K and bringing the position to 31,914 shares worth $2.54M. The position accounts for 0.32% of the portfolio, ranked #75.

Naviter Wealth first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.16M in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Naviter Wealth held 31,914 shares of Wells Fargo worth $2.54M as of Q1 2026.
  • Naviter Wealth bought 369 Wells Fargo shares in Q1 2026, an estimated $31.7K.
  • Wells Fargo made up 0.32% of Naviter Wealth's portfolio in Q1 2026, its #75 holding.
  • Naviter Wealth first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Wells Fargo position peaked at $3.16M in Q3 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.