Outlook Wealth Advisors’s Wells Fargo WFC Stock Holding History

Outlook 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	$295K	Buy	3,705 +20	+0.5%	+$1.72K	0.07%	256
2025 Q4	$343K	Buy	3,685 +18	+0.5%	+$1.56K	0.08%	216
2025 Q3	$307K	Sell	3,667 -92	-2%	-$7.46K	0.08%	224
2025 Q2	$301K	Buy	3,759 +19	+0.5%	+$1.37K	0.08%	227
2025 Q1	$269K	Buy	3,740 +50	+1%	+$3.75K	0.07%	232
2024 Q4	$259K	Buy	3,690 +2	+0.1%	+$137	0.07%	226
2024 Q3	$208K	Buy	3,688 +39	+1%	+$2.21K	0.06%	247
2024 Q2	$217K	Buy	3,649 +7	+0.2%	+$413	0.07%	250
2024 Q1	$211K	Buy	+3,642	New	+$191K	0.07%	250

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

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

Outlook Wealth Advisors increased its Wells Fargo (WFC) stake by 0.54% in Q1 2026, buying an estimated $1.72K and bringing the position to 3,705 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #256.

Outlook Wealth Advisors first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $343K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Outlook Wealth Advisors held 3,705 shares of Wells Fargo worth $295K as of Q1 2026.
Outlook Wealth Advisors bought 20 Wells Fargo shares in Q1 2026, an estimated $1.72K.
Wells Fargo made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #256 holding.
Outlook Wealth Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Outlook Wealth Advisors's Wells Fargo position peaked at $343K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.