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OneDigital Investment Advisors’s Wells Fargo WFC Stock Holding History

OneDigital Investment 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 		$486K Buy
+6,100
New +$524K ﹤0.01% 965

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

OneDigital Investment Advisors's WFC Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Wells Fargo (WFC) stake by 14% in Q1 2026, buying an estimated $887K and bringing the position to 85,119 shares worth $6.78M. The position accounts for 0.07% of the portfolio, ranked #225.

OneDigital Investment Advisors first reported a position in WFC in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.02M in Q3 2024. 2,805 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • OneDigital Investment Advisors held 85,119 shares of Wells Fargo worth $6.78M as of Q1 2026.
  • OneDigital Investment Advisors bought 10,332 Wells Fargo shares in Q1 2026, an estimated $887K.
  • Wells Fargo made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #225 holding.
  • OneDigital Investment Advisors first reported a position in Wells Fargo in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Wells Fargo position peaked at $9.02M in Q3 2024.
  • 2,805 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.