NWF Advisory Services’s Wells Fargo WFC Stock Holding History

NWF Advisory Services’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	$1.79M	Sell	22,426 -6,219	-22%	-$534K	0.2%	90
2025 Q4	$2.67M	Sell	28,645 -7,747	-21%	-$673K	0.3%	68
2025 Q3	$3.05M	Sell	36,392 -3,733	-9%	-$303K	0.33%	69
2025 Q2	$3.21M	Buy	40,125 +550	+1%	+$39.7K	0.38%	58
2025 Q1	$2.84M	Sell	39,575 -3,244	-8%	-$244K	0.4%	56
2024 Q4	$3.01M	Sell	42,819 -2,947	-6%	-$201K	0.44%	47
2024 Q3	$2.59M	Sell	45,766 -17,767	-28%	-$1M	0.38%	59
2024 Q2	$3.77M	Sell	63,533 -4,908	-7%	-$290K	0.6%	42
2024 Q1	$3.97M	Sell	68,441 -14,698	-18%	-$769K	0.66%	39
2023 Q4	$4.09M	Sell	83,139 -1,984	-2%	-$85.6K	0.81%	31
2023 Q3	$3.48M	Sell	85,123 -7,271	-8%	-$314K	0.82%	31
2023 Q2	$3.94M	Hold	92,394	–	–	0.91%	25
2023 Q1	$3.94M	Buy	+92,394	New	+$4.03M	0.91%	25

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

NWF Advisory Services's WFC Position: Q1 2026 in Review

NWF Advisory Services reduced its Wells Fargo (WFC) stake by 22% in Q1 2026, selling an estimated $534K and leaving 22,426 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #90.

NWF Advisory Services first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.09M in Q4 2023. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

NWF Advisory Services held 22,426 shares of Wells Fargo worth $1.79M as of Q1 2026.
NWF Advisory Services sold 6,219 Wells Fargo shares in Q1 2026, an estimated $534K.
Wells Fargo made up 0.2% of NWF Advisory Services's portfolio in Q1 2026, its #90 holding.
NWF Advisory Services first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Wells Fargo position peaked at $4.09M in Q4 2023.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.