Nova R Wealth’s Wells Fargo WFC Stock Holding History

Nova R 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	–	Sell	-2,163	Closed	-$202K	–	93
2025 Q4	$202K	Buy	+2,163	New	+$188K	0.07%	87

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

Nova R Wealth's WFC Position: Q1 2026 in Review

Nova R Wealth sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,163 shares — an estimated $202K sold.

Nova R Wealth first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Nova R Wealth reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Nova R Wealth sold 2,163 Wells Fargo shares in Q1 2026, an estimated $202K.
Nova R Wealth first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Nova R Wealth's Wells Fargo position peaked at $202K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Nova R Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.