Patrick M. Sweeney & Associates’s Wells Fargo WFC Stock Holding History

Patrick M. Sweeney & Associates’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	$529K	Buy	6,640 +77	+1%	+$6.61K	0.34%	74
2025 Q4	$612K	Buy	6,563 +193	+3%	+$16.8K	0.38%	67
2025 Q3	$534K	Buy	6,370 +257	+4%	+$20.8K	0.35%	72
2025 Q2	$511K	Buy	6,113 +556	+10%	+$40.1K	0.35%	74
2025 Q1	$399K	Buy	5,557 +195	+4%	+$14.6K	0.3%	84
2024 Q4	$377K	Sell	5,362 -1,065	-17%	-$72.7K	0.28%	88
2024 Q3	$363K	Buy	6,427 +455	+8%	+$25.7K	0.27%	96
2024 Q2	$348K	Buy	5,972 +660	+12%	+$39K	0.28%	88
2024 Q1	$308K	Buy	5,312 +725	+16%	+$37.9K	0.25%	96
2023 Q4	$226K	Buy	+4,587	New	+$198K	0.21%	108

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

Patrick M. Sweeney & Associates's WFC Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Wells Fargo (WFC) stake by 1.2% in Q1 2026, buying an estimated $6.61K and bringing the position to 6,640 shares worth $529K. The position accounts for 0.34% of the portfolio, ranked #74.

Patrick M. Sweeney & Associates first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Patrick M. Sweeney & Associates held 6,640 shares of Wells Fargo worth $529K as of Q1 2026.
Patrick M. Sweeney & Associates bought 77 Wells Fargo shares in Q1 2026, an estimated $6.61K.
Wells Fargo made up 0.34% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #74 holding.
Patrick M. Sweeney & Associates first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Wells Fargo position peaked at $612K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.