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Nicholas Hoffman & Company’s Wells Fargo WFC Stock Holding History

Nicholas Hoffman & Company’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 		$1.39M Sell
17,400
-5,050
-22% -$434K 0.03% 110
2025
Q4 		$2.09M Sell
22,450
-1,743
-7% -$151K 0.05% 82
2025
Q3 		$2.03M Sell
24,193
-794
-3% -$64.4K 0.05% 84
2025
Q2 		$2M Buy
24,987
+452
+2% +$32.6K 0.05% 78
2025
Q1 		$1.76M Sell
24,535
-3,476
-12% -$261K 0.07% 81
2024
Q4 		$1.97M Buy
28,011
+230
+0.8% +$15.7K 0.08% 71
2024
Q3 		$1.57M Sell
27,781
-528
-2% -$29.9K 0.07% 85
2024
Q2 		$1.68M Buy
28,309
+818
+3% +$48.3K 0.08% 73
2024
Q1 		$1.59M Sell
27,491
-2,513
-8% -$131K 0.08% 78
2023
Q4 		$1.48M Sell
30,004
-1,619
-5% -$69.9K 0.09% 77
2023
Q3 		$1.29M Sell
31,623
-1,745
-5% -$75.3K 0.1% 85
2023
Q2 		$1.42M Sell
33,368
-365
-1% -$14.7K 0.06% 82
2023
Q1 		$1.26M Buy
33,733
+3,048
+10% +$133K 0.11% 91
2022
Q4 		$1.27M Sell
30,685
-447
-1% -$19.8K 0.14% 97
2022
Q3 		$1.25M Buy
31,132
+1,388
+5% +$59.6K 0.06% 84
2022
Q2 		$1.17M Buy
29,744
+238
+0.8% +$10.4K 0.05% 94
2022
Q1 		$1.43M Sell
29,506
-2,747
-9% -$147K 0.06% 76
2021
Q4 		$1.55M Sell
32,253
-2,743
-8% -$135K 0.05% 67
2021
Q3 		$1.62M Sell
34,996
-915
-3% -$42.4K 0.28% 62
2021
Q2 		$1.63M Sell
35,911
-1,346
-4% -$60.1K 0.29% 61
2021
Q1 		$1.46M Buy
37,257
+938
+3% +$33.2K 0.29% 64
2020
Q4 		$1.1M Buy
36,319
+3,329
+10% +$86.2K 0.25% 76
2020
Q3 		$776K Buy
32,990
+3,845
+13% +$94.8K 0.21% 94
2020
Q2 		$746K Sell
29,145
-1,863
-6% -$51K 0.22% 91
2020
Q1 		$890K Sell
31,008
-1,465
-5% -$62.3K 0.3% 72
2019
Q4 		$1.75M Sell
32,473
-46
-0.1% -$2.41K 0.48% 49
2019
Q3 		$1.64M Buy
32,519
+3,471
+12% +$164K 0.5% 46
2019
Q2 		$1.38M Buy
29,048
+3,119
+12% +$146K 0.43% 56
2019
Q1 		$1.25M Buy
25,929
+1,661
+7% +$81.7K 0.4% 60
2018
Q4 		$1.12M Sell
24,268
-1,993
-8% -$102K 0.38% 58
2018
Q3 		$1.38M Buy
26,261
+4,001
+18% +$228K 0.46% 50
2018
Q2 		$1.23M Sell
22,260
-50
-0.2% -$2.68K 0.45% 55
2018
Q1 		$1.17M Buy
22,310
+835
+4% +$49.6K 0.46% 56
2017
Q4 		$1.3M Sell
21,475
-1,478
-6% -$83.5K 0.51% 51
2017
Q3 		$1.27M Buy
22,953
+1,984
+9% +$105K 0.53% 53
2017
Q2 		$1.16M Sell
20,969
-61
-0.3% -$3.27K 0.53% 52
2017
Q1 		$1.17M Sell
21,030
-1,865
-8% -$106K 0.55% 50
2016
Q4 		$1.28M Sell
22,895
-1,774
-7% -$89.2K 0.65% 42
2016
Q3 		$1.09M Buy
24,669
+2,594
+12% +$124K 0.6% 43
2016
Q2 		$1.04M Buy
+22,075
New +$1.08M 0.6% 41

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

Nicholas Hoffman & Company's WFC Position: Q1 2026 in Review

Nicholas Hoffman & Company reduced its Wells Fargo (WFC) stake by 22% in Q1 2026, selling an estimated $434K and leaving 17,400 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #110.

Nicholas Hoffman & Company first reported a position in WFC in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.09M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Nicholas Hoffman & Company held 17,400 shares of Wells Fargo worth $1.39M as of Q1 2026.
  • Nicholas Hoffman & Company sold 5,050 Wells Fargo shares in Q1 2026, an estimated $434K.
  • Wells Fargo made up 0.03% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #110 holding.
  • Nicholas Hoffman & Company first reported a position in Wells Fargo in Q2 2016 and has held it in 40 quarters since.
  • Nicholas Hoffman & Company's Wells Fargo position peaked at $2.09M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.