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NWAM LLC’s Wells Fargo WFC Stock Holding History

NWAM LLC’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 		$491K Sell
6,174
-121
-2% -$10.4K 0.03% 410
2025
Q4 		$558K Sell
6,295
-518
-8% -$45K 0.03% 380
2025
Q3 		$584K Sell
6,813
-1,481
-18% -$120K 0.03% 382
2025
Q2 		$668K Sell
8,294
-512
-6% -$36.9K 0.04% 333
2025
Q1 		$632K Buy
8,806
+142
+2% +$10.7K 0.05% 273
2024
Q4 		$609K Buy
8,664
+3,191
+58% +$218K 0.04% 340
2024
Q3 		$309K Buy
+5,473
New +$310K 0.02% 490
2024
Q2 		– Sell
-5,454
Closed -$327K – 547
2024
Q1 		$327K Sell
5,454
-203
-4% -$10.6K 0.03% 414
2023
Q4 		$278K Buy
5,657
+687
+14% +$29.6K 0.02% 447
2023
Q3 		$203K Sell
4,970
-1,742
-26% -$75.2K 0.02% 478
2023
Q2 		$287K Sell
6,712
-867
-11% -$34.9K 0.02% 430
2023
Q1 		$283K Buy
7,579
+494
+7% +$21.5K 0.03% 379
2022
Q4 		$293K Buy
7,085
+190
+3% +$8.41K 0.03% 415
2022
Q3 		$277K Sell
6,895
-1,711
-20% -$73.5K 0.03% 402
2022
Q2 		$344K Buy
8,606
+548
+7% +$24K 0.03% 380
2022
Q1 		$390K Buy
8,058
+1,164
+17% +$62.3K 0.03% 364
2021
Q4 		$331K Sell
6,894
-1,206
-15% -$59.4K 0.03% 399
2021
Q3 		$376K Buy
8,100
+932
+13% +$43.1K 0.03% 369
2021
Q2 		$325K Buy
7,168
+1,501
+26% +$67K 0.03% 368
2021
Q1 		$221K Buy
+5,667
New +$201K 0.02% 440
2020
Q2 		– Sell
-24,517
Closed -$704 – 437
2020
Q1 		$704 Buy
24,517
+15,387
+169% +$654K 0.02% 184
2019
Q4 		$491K Buy
9,130
+3,133
+52% +$164K 0.08% 222
2019
Q3 		$302K Sell
5,997
-1,210
-17% -$57K 0.06% 277
2019
Q2 		$341K Buy
7,207
+6
+0.1% +$281 0.07% 255
2019
Q1 		$348K Buy
7,201
+754
+12% +$37.1K 0.08% 249
2018
Q4 		$297K Sell
6,447
-1,116
-15% -$57.2K 0.08% 246
2018
Q3 		$398K Sell
7,563
-6
-0.1% -$343 0.09% 218
2018
Q2 		$420K Sell
7,569
-306
-4% -$16.4K 0.1% 208
2018
Q1 		$413K Sell
7,875
-1,705
-18% -$101K 0.1% 207
2017
Q4 		$581K Buy
9,580
+317
+3% +$17.9K 0.15% 155
2017
Q3 		$511K Sell
9,263
-397
-4% -$21.1K 0.13% 162
2017
Q2 		$535K Buy
9,660
+306
+3% +$16.4K 0.09% 150
2017
Q1 		$521K Buy
9,354
+1,393
+17% +$79K 0.16% 144
2016
Q4 		$439K Sell
7,961
-1,980
-20% -$99.6K 0.15% 154
2016
Q3 		$440K Buy
+9,941
New +$476K 0.03% 148
2016
Q1 		– Sell
-4,370
Closed -$238K – 270
2015
Q4 		$238K Sell
4,370
-630
-13% -$34.2K 0.1% 196
2015
Q3 		$235K Hold
5,000
– – 0.19% 115
2015
Q2 		$301K Buy
+5,000
New +$279K 0.13% 168
2014
Q4 		– Sell
-7,138
Closed -$370K – 291
2014
Q3 		$370K Sell
7,138
-6,683
-48% -$344K 0.13% 170
2014
Q2 		$726K Sell
13,821
-617
-4% -$31K 0.23% 113
2014
Q1 		$718K Buy
14,438
+3,081
+27% +$144K 0.25% 103
2013
Q4 		$516K Sell
11,357
-7,772
-41% -$336K 0.27% 89
2013
Q3 		$790K Sell
19,129
-23
-0.1% -$982 0.38% 71
2013
Q2 		$790K Buy
+19,152
New +$746K 0.4% 70

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

NWAM LLC's WFC Position: Q1 2026 in Review

NWAM LLC reduced its Wells Fargo (WFC) stake by 1.9% in Q1 2026, selling an estimated $10.4K and leaving 6,174 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #410.

NWAM LLC first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $790K in Q3 2013. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • NWAM LLC held 6,174 shares of Wells Fargo worth $491K as of Q1 2026.
  • NWAM LLC sold 121 Wells Fargo shares in Q1 2026, an estimated $10.4K.
  • Wells Fargo made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #410 holding.
  • NWAM LLC first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • NWAM LLC's Wells Fargo position peaked at $790K in Q3 2013.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.