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NBZ Investment Advisors’s Wells Fargo WFC Stock Holding History

NBZ Investment 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 		$894K Hold
11,234
– – 0.39% 28
2025
Q4 		$1.05M Sell
11,234
-39
-0.3% -$3.39K 0.46% 26
2025
Q3 		$945K Hold
11,273
– – 0.49% 24
2025
Q2 		$903K Hold
11,273
– – 0.51% 28
2025
Q1 		$809K Sell
11,273
-45
-0.4% -$3.38K 0.47% 27
2024
Q4 		$795K Buy
+11,318
New +$773K 0.44% 25

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

NBZ Investment Advisors's WFC Position: Q1 2026 in Review

NBZ Investment Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 11,234 shares worth $894K. The position accounts for 0.39% of the portfolio, ranked #28.

NBZ Investment Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • NBZ Investment Advisors held 11,234 shares of Wells Fargo worth $894K as of Q1 2026.
  • NBZ Investment Advisors left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.39% of NBZ Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • NBZ Investment Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Wells Fargo position peaked at $1.05M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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