Okabena Investment Services’s Wells Fargo WFC Stock Holding History

Okabena Investment 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	$257K	Hold	3,225	–	–	0.05%	139
2025 Q4	$301K	Buy	3,225 +800	+33%	+$69.5K	0.06%	132
2025 Q3	$203K	Buy	+2,425	New	+$197K	0.04%	137
2023 Q3	–	Sell	-468	Closed	-$20K	–	154
2023 Q2	$20K	Buy	+468	New	+$18.8K	0.01%	93
2020 Q2	–	Sell	-21,517	Closed	-$618K	–	89
2020 Q1	$618K	Sell	21,517 -450	-2%	-$19.1K	0.7%	48
2019 Q4	$1.18M	Buy	+21,967	New	+$1.15M	1.1%	40

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

Okabena Investment Services's WFC Position: Q1 2026 in Review

Okabena Investment Services held its Wells Fargo (WFC) position steady in Q1 2026 at 3,225 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #139.

Okabena Investment Services first reported a position in WFC in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Okabena Investment Services held 3,225 shares of Wells Fargo worth $257K as of Q1 2026.
Okabena Investment Services left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.05% of Okabena Investment Services's portfolio in Q1 2026, its #139 holding.
Okabena Investment Services first reported a position in Wells Fargo in Q4 2019 and has held it in 6 quarters since.
Okabena Investment Services's Wells Fargo position peaked at $1.18M in Q4 2019.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.