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
2023 Q1	–	Sell	-885	Closed	-$36.5K	–	514
2022 Q4	$36.5K	Sell	885 -520	-37%	-$23K	0.03%	172
2022 Q3	$56K	Buy	1,405 +379	+37%	+$16.3K	0.05%	150
2022 Q2	$40K	Buy	+1,026	New	+$45K	0.03%	178
2022 Q1	–	Sell	-1,752	Closed	-$84K	–	533
2021 Q4	$84K	Buy	+1,752	New	+$86.3K	0.07%	150

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.