Peddock Capital Advisors’s Wells Fargo WFC Stock Holding History

Peddock Capital Advisors’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	$320K	Hold	4,024	–	–	0.07%	126
2025 Q4	$375K	Hold	4,024	–	–	0.08%	118
2025 Q3	$337K	Hold	4,024	–	–	0.07%	125
2025 Q2	$322K	Hold	4,024	–	–	0.07%	126
2025 Q1	$289K	Buy	4,024 +119	+3%	+$8.93K	0.07%	135
2024 Q4	$274K	Hold	3,905	–	–	0.07%	137
2024 Q3	$221K	Hold	3,905	–	–	0.05%	151
2024 Q2	$232K	Hold	3,905	–	–	0.06%	144
2024 Q1	$226K	Buy	+3,905	New	+$204K	0.06%	149
2021 Q1	–	Sell	-3,905	Closed	-$118K	–	285
2020 Q4	$118K	Buy	+3,905	New	+$101K	0.06%	131
2020 Q1	–	Sell	-3,905	Closed	-$210K	–	233
2019 Q4	$210K	Buy	+3,905	New	+$205K	0.11%	105
2019 Q2	–	Sell	-3,905	Closed	-$189K	–	230
2019 Q1	$189K	Sell	3,905 -200	-5%	-$9.84K	0.1%	113
2018 Q4	$189K	Hold	4,105	–	–	0.11%	108
2018 Q3	$216K	Hold	4,105	–	–	0.1%	115
2018 Q2	$228K	Hold	4,105	–	–	0.11%	111
2018 Q1	$215K	Hold	4,105	–	–	0.11%	110
2017 Q4	$249K	Hold	4,105	–	–	0.12%	106
2017 Q3	$226K	Sell	4,105 -42	-1%	-$2.23K	0.12%	107
2017 Q2	$230K	Hold	4,147	–	–	0.12%	105
2017 Q1	$231K	Hold	4,147	–	–	0.13%	97
2016 Q4	$229K	Sell	4,147 -330	-7%	-$16.6K	0.13%	92
2016 Q3	$198K	Buy	+4,477	New	+$214K	0.12%	97

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

Peddock Capital Advisors's WFC Position: Q1 2026 in Review

Peddock Capital Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 4,024 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #126.

Peddock Capital Advisors first reported a position in WFC in Q3 2016 and has held it in 22 quarters since. The position peaked at $375K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Peddock Capital Advisors held 4,024 shares of Wells Fargo worth $320K as of Q1 2026.
Peddock Capital Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.07% of Peddock Capital Advisors's portfolio in Q1 2026, its #126 holding.
Peddock Capital Advisors first reported a position in Wells Fargo in Q3 2016 and has held it in 22 quarters since.
Peddock Capital Advisors's Wells Fargo position peaked at $375K in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.