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Oregon Pacific Wealth Management’s Wells Fargo WFC Stock Holding History

Oregon Pacific 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 		$214K Sell
2,682
-893
-25% -$76.7K 0.22% 97
2025
Q4 		$333K Sell
3,575
-82
-2% -$7.12K 0.34% 76
2025
Q3 		$307K Buy
3,657
+108
+3% +$8.76K 0.26% 95
2025
Q2 		$284K Buy
3,549
+45
+1% +$3.25K 0.27% 100
2025
Q1 		$252K Buy
3,504
+214
+7% +$16.1K 0.25% 104
2024
Q4 		$231K Buy
+3,290
New +$225K 0.23% 108

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

Oregon Pacific Wealth Management's WFC Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Wells Fargo (WFC) stake by 25% in Q1 2026, selling an estimated $76.7K and leaving 2,682 shares worth $214K. The position accounts for 0.22% of the portfolio, ranked #97.

Oregon Pacific Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Oregon Pacific Wealth Management held 2,682 shares of Wells Fargo worth $214K as of Q1 2026.
  • Oregon Pacific Wealth Management sold 893 Wells Fargo shares in Q1 2026, an estimated $76.7K.
  • Wells Fargo made up 0.22% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Oregon Pacific Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Wells Fargo position peaked at $333K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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