OWA
WFC icon

One Wealth Advisors’s Wells Fargo WFC Stock Holding History

One Wealth Advisors’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 		$1.94M Sell
24,323
-1,547
-6% -$133K 0.24% 67
2025
Q4 		$2.41M Sell
25,870
-5,731
-18% -$498K 0.29% 61
2025
Q3 		$2.65M Sell
31,601
-1,087
-3% -$88.1K 0.33% 56
2025
Q2 		$2.62M Sell
32,688
-414
-1% -$29.9K 0.36% 52
2025
Q1 		$2.38M Buy
33,102
+5,374
+19% +$403K 0.35% 52
2024
Q4 		$1.95M Buy
27,728
+2,515
+10% +$172K 0.29% 57
2024
Q3 		$1.42M Buy
25,213
+329
+1% +$18.6K 0.22% 64
2024
Q2 		$1.32M Buy
24,884
+6,298
+34% +$372K 0.28% 48
2024
Q1 		$1.08M Buy
18,586
+5,481
+42% +$287K 0.19% 75
2023
Q4 		$645K Sell
13,105
-14,364
-52% -$620K 0.12% 88
2023
Q3 		$1.12M Sell
27,469
-6,552
-19% -$283K 0.25% 61
2023
Q2 		$1.45M Buy
34,021
+17,495
+106% +$704K 0.31% 52
2023
Q1 		$618K Buy
16,526
+2,153
+15% +$93.8K 0.14% 84
2022
Q4 		$593K Buy
14,373
+182
+1% +$8.06K 0.14% 86
2022
Q3 		$571K Buy
14,191
+2,875
+25% +$124K 0.19% 70
2022
Q2 		$443K Buy
+11,316
New +$497K 0.12% 98
2020
Q2 		– Sell
-7,026
Closed -$202K – 100
2020
Q1 		$202K Sell
7,026
-130
-2% -$5.53K 0.2% 76
2019
Q4 		$385K Buy
7,156
+1,664
+30% +$87.2K 0.28% 51
2019
Q3 		$277K Sell
5,492
-856
-13% -$40.3K 0.24% 70
2019
Q2 		$300K Sell
6,348
-210
-3% -$9.82K 0.25% 72
2019
Q1 		$317K Buy
+6,558
New +$323K 0.26% 68
2018
Q4 		– Sell
-438
Closed -$23K – 474
2018
Q3 		$23K Buy
438
+68
+18% +$3.88K 0.02% 305
2018
Q2 		$21K Buy
370
+67
+22% +$3.59K 0.02% 307
2018
Q1 		$16K Buy
303
+28
+10% +$1.66K 0.01% 307
2017
Q4 		$17K Buy
+275
New +$15.5K 0.01% 337

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Wealth Advisors's WFC Position: Q1 2026 in Review

One Wealth Advisors reduced its Wells Fargo (WFC) stake by 6% in Q1 2026, selling an estimated $133K and leaving 24,323 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #67.

One Wealth Advisors first reported a position in WFC in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.65M in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • One Wealth Advisors held 24,323 shares of Wells Fargo worth $1.94M as of Q1 2026.
  • One Wealth Advisors sold 1,547 Wells Fargo shares in Q1 2026, an estimated $133K.
  • Wells Fargo made up 0.24% of One Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • One Wealth Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 25 quarters since.
  • One Wealth Advisors's Wells Fargo position peaked at $2.65M in Q3 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.