Paladin Advisory Group’s Wells Fargo WFC Stock Holding History

Paladin Advisory Group’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	$190K	Hold	2,385	–	–	0.14%	85
2025 Q4	$222K	Sell	2,385 -23	-1%	-$2K	0.16%	74
2025 Q3	$202K	Hold	2,408	–	–	0.16%	77
2025 Q2	$193K	Hold	2,408	–	–	0.15%	84
2025 Q1	$173K	Sell	2,408 -2	-0.1%	-$150	0.14%	88
2024 Q4	$169K	Sell	2,410 -534	-18%	-$36.5K	0.13%	91
2024 Q3	$166K	Buy	2,944 +1,986	+207%	+$112K	0.12%	92
2024 Q2	$58K	Hold	958	–	–	0.05%	136
2024 Q1	$55.2K	Hold	958	–	–	0.04%	139
2023 Q4	$47.2K	Hold	958	–	–	0.04%	146
2023 Q3	$39.1K	Sell	958 -209	-18%	-$9.02K	0.03%	159
2023 Q2	$49.8K	Buy	1,167 +282	+32%	+$11.4K	0.04%	152
2023 Q1	$33.1K	Buy	+885	New	+$38.6K	0.03%	175
2022 Q2	–	Sell	-1,578	Closed	-$69.2K	–	533
2022 Q1	$76K	Buy	+1,578	New	+$84.5K	0.06%	143

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

Paladin Advisory Group's WFC Position: Q1 2026 in Review

Paladin Advisory Group held its Wells Fargo (WFC) position steady in Q1 2026 at 2,385 shares worth $190K. The position accounts for 0.14% of the portfolio, ranked #85.

Paladin Advisory Group first reported a position in WFC in Q1 2022 and has held it in 14 quarters since. The position peaked at $222K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Paladin Advisory Group held 2,385 shares of Wells Fargo worth $190K as of Q1 2026.
Paladin Advisory Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.14% of Paladin Advisory Group's portfolio in Q1 2026, its #85 holding.
Paladin Advisory Group first reported a position in Wells Fargo in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Wells Fargo position peaked at $222K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.