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Omnitrust Wealth Management’s Wells Fargo WFC Stock Holding History

Omnitrust Wealth Management’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 		$242K Sell
3,035
-73
-2% -$6.27K 0.31% 50
2025
Q4 		$290K Buy
+3,108
New +$270K 0.37% 46
2025
Q2 		$249K Buy
+3,016
New +$217K 0.29% 56

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Omnitrust Wealth Management's WFC Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its Wells Fargo (WFC) stake by 2.3% in Q1 2026, selling an estimated $6.27K and leaving 3,035 shares worth $242K. The position accounts for 0.31% of the portfolio, ranked #50.

Omnitrust Wealth Management first reported a position in WFC in Q2 2025 and has held it in 3 quarters since. The position peaked at $290K in Q4 2025. 2,818 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Omnitrust Wealth Management held 3,035 shares of Wells Fargo worth $242K as of Q1 2026.
  • Omnitrust Wealth Management sold 73 Wells Fargo shares in Q1 2026, an estimated $6.27K.
  • Wells Fargo made up 0.31% of Omnitrust Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Omnitrust Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Wells Fargo position peaked at $290K in Q4 2025.
  • 2,818 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.