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One Charles Private Wealth Services’s Wells Fargo WFC Stock Holding History

One Charles Private Wealth 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 		– Sell
-2,185
Closed -$204K – 176
2025
Q4 		$204K Buy
+2,185
New +$190K 0.05% 162

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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
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

One Charles Private Wealth Services's WFC Position: Q1 2026 in Review

One Charles Private Wealth Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,185 shares — an estimated $204K sold.

One Charles Private Wealth Services first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 2,826 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • One Charles Private Wealth Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • One Charles Private Wealth Services sold 2,185 Wells Fargo shares in Q1 2026, an estimated $204K.
  • One Charles Private Wealth Services first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • One Charles Private Wealth Services's Wells Fargo position peaked at $204K in Q4 2025.
  • 2,826 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on One Charles Private Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.