North Ridge Wealth Advisors’s Wells Fargo WFC Stock Holding History

North Ridge Wealth 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	$2.39K	Hold	30	–	–	﹤0.01%	164
2025 Q4	$2.8K	Hold	30	–	–	﹤0.01%	150
2025 Q3	$2.52K	Hold	30	–	–	﹤0.01%	157
2025 Q2	$2.4K	Hold	30	–	–	﹤0.01%	149
2025 Q1	$2.15K	Hold	30	–	–	﹤0.01%	140
2024 Q4	$2.11K	Buy	+30	New	+$2.05K	﹤0.01%	151

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

North Ridge Wealth Advisors's WFC Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 30 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

North Ridge Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.8K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

North Ridge Wealth Advisors held 30 shares of Wells Fargo worth $2.39K as of Q1 2026.
North Ridge Wealth Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #164 holding.
North Ridge Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
North Ridge Wealth Advisors's Wells Fargo position peaked at $2.8K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.