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Parr McKnight Wealth Management Group’s Wells Fargo WFC Stock Holding History

Parr McKnight Wealth Management 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 		$586K Sell
7,365
-54
-0.7% -$4.64K 0.08% 167
2025
Q4 		$691K Sell
7,419
-33
-0.4% -$2.87K 0.09% 173
2025
Q3 		$625K Hold
7,452
– – 0.08% 176
2025
Q2 		$597K Hold
7,452
– – 0.08% 178
2025
Q1 		$535K Hold
7,452
– – 0.08% 179
2024
Q4 		$523K Buy
+7,452
New +$509K 0.08% 175

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

Parr McKnight Wealth Management Group's WFC Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Wells Fargo (WFC) stake by 0.73% in Q1 2026, selling an estimated $4.64K and leaving 7,365 shares worth $586K. The position accounts for 0.08% of the portfolio, ranked #167.

Parr McKnight Wealth Management Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $691K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Parr McKnight Wealth Management Group held 7,365 shares of Wells Fargo worth $586K as of Q1 2026.
  • Parr McKnight Wealth Management Group sold 54 Wells Fargo shares in Q1 2026, an estimated $4.64K.
  • Wells Fargo made up 0.08% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #167 holding.
  • Parr McKnight Wealth Management Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Parr McKnight Wealth Management Group's Wells Fargo position peaked at $691K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.