PPW
WFC icon

Parcion Private Wealth’s Wells Fargo WFC Stock Holding History

Parcion Private Wealth’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 		$4.6M Buy
57,838
+85
+0.1% +$7.3K 0.29% 67
2025
Q4 		$5.38M Buy
57,753
+395
+0.7% +$34.3K 0.33% 61
2025
Q3 		$4.81M Buy
57,358
+311
+0.5% +$25.2K 0.3% 64
2025
Q2 		$4.57M Buy
57,047
+131
+0.2% +$9.45K 0.33% 66
2025
Q1 		$4.09M Buy
56,916
+82
+0.1% +$6.16K 0.33% 67
2024
Q4 		$3.99M Hold
56,834
– – 0.3% 68
2024
Q3 		$3.21M Buy
56,834
+235
+0.4% +$13.3K 0.27% 67
2024
Q2 		$3.36M Buy
56,599
+16
+0% +$945 0.31% 68
2024
Q1 		$3.28M Hold
56,583
– – 0.29% 67
2023
Q4 		$2.79M Hold
56,583
– – 0.25% 72
2023
Q3 		$2.31M Sell
56,583
-7,718
-12% -$333K 0.24% 71
2023
Q2 		$2.74M Buy
64,301
+184
+0.3% +$7.41K 0.28% 71
2023
Q1 		$2.4M Buy
64,117
+53
+0.1% +$2.31K 0.25% 74
2022
Q4 		$2.65M Hold
64,064
– – 0.29% 68
2022
Q3 		$2.58M Sell
64,064
-219
-0.3% -$9.41K 0.29% 75
2022
Q2 		$2.77M Sell
64,283
-639
-1% -$28K 0.27% 82
2022
Q1 		$3.12M Sell
64,922
-3,387
-5% -$181K 0.29% 77
2021
Q4 		$3.97M Sell
68,309
-1,910
-3% -$94K 0.36% 67
2021
Q3 		$3.4M Sell
70,219
-558
-0.8% -$25.8K 0.3% 77
2021
Q2 		$3.21M Buy
70,777
+100
+0.1% +$4.46K 0.32% 76
2021
Q1 		$2.76M Buy
70,677
+2,522
+4% +$89.3K 0.31% 79
2020
Q4 		$2.06M Buy
68,155
+33,802
+98% +$875K 0.27% 72
2020
Q3 		$824K Sell
34,353
-332
-1% -$8.18K 0.13% 105
2020
Q2 		$884K Buy
34,685
+8,071
+30% +$221K 0.15% 94
2020
Q1 		$764K Buy
26,614
+565
+2% +$24K 0.21% 78
2019
Q4 		$1.4M Buy
+26,049
New +$1.36M 0.31% 64

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

Parcion Private Wealth's WFC Position: Q1 2026 in Review

Parcion Private Wealth increased its Wells Fargo (WFC) stake by 0.15% in Q1 2026, buying an estimated $7.3K and bringing the position to 57,838 shares worth $4.6M. The position accounts for 0.29% of the portfolio, ranked #67.

Parcion Private Wealth first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.38M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Parcion Private Wealth held 57,838 shares of Wells Fargo worth $4.6M as of Q1 2026.
  • Parcion Private Wealth bought 85 Wells Fargo shares in Q1 2026, an estimated $7.3K.
  • Wells Fargo made up 0.29% of Parcion Private Wealth's portfolio in Q1 2026, its #67 holding.
  • Parcion Private Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Wells Fargo position peaked at $5.38M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.