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

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

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. 2,801 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.
2,801 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.