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Perennial Investment Advisors’s Wells Fargo WFC Stock Holding History

Perennial Investment 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 		$926K Sell
11,630
-227
-2% -$19.5K 0.07% 201
2025
Q4 		$1.11M Buy
11,857
+1,616
+16% +$140K 0.09% 181
2025
Q3 		$858K Sell
10,241
-830
-7% -$67.3K 0.07% 199
2025
Q2 		$887K Buy
11,071
+1,046
+10% +$75.4K 0.09% 189
2025
Q1 		$720K Buy
10,025
+657
+7% +$49.3K 0.08% 193
2024
Q4 		$658K Buy
9,368
+176
+2% +$12K 0.08% 193
2024
Q3 		$519K Sell
9,192
-178
-2% -$10.1K 0.07% 207
2024
Q2 		$556K Sell
9,370
-1,843
-16% -$109K 0.08% 186
2024
Q1 		$650K Sell
11,213
-154
-1% -$8.06K 0.1% 165
2023
Q4 		$559K Sell
11,367
-505
-4% -$21.8K 0.09% 167
2023
Q3 		$485K Buy
11,872
+314
+3% +$13.6K 0.09% 177
2023
Q2 		$493K Sell
11,558
-163
-1% -$6.56K 0.09% 179
2023
Q1 		$438K Sell
11,721
-95
-0.8% -$4.14K 0.08% 189
2022
Q4 		$488K Buy
11,816
+29
+0.2% +$1.28K 0.2% 105
2022
Q3 		$474K Buy
11,787
+126
+1% +$5.41K 0.22% 88
2022
Q2 		$456K Sell
11,661
-569
-5% -$25K 0.18% 106
2022
Q1 		$594K Sell
12,230
-195
-2% -$10.4K 0.19% 98
2021
Q4 		$597K Buy
12,425
+5,106
+70% +$251K 0.19% 99
2021
Q3 		$341K Sell
7,319
-296
-4% -$13.7K 0.12% 155
2021
Q2 		$345K Sell
7,615
-862
-10% -$38.5K 0.13% 145
2021
Q1 		$331K Buy
8,477
+1,588
+23% +$56.2K 0.13% 134
2020
Q4 		$208K Buy
+6,889
New +$178K 0.09% 155
2020
Q3 		– Sell
-12,581
Closed -$322K – 158
2020
Q2 		$322K Sell
12,581
-2,640
-17% -$72.2K 0.22% 93
2020
Q1 		$435K Buy
+15,221
New +$647K 0.39% 55

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

Perennial Investment Advisors's WFC Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Wells Fargo (WFC) stake by 1.9% in Q1 2026, selling an estimated $19.5K and leaving 11,630 shares worth $926K. The position accounts for 0.07% of the portfolio, ranked #201.

Perennial Investment Advisors first reported a position in WFC in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Perennial Investment Advisors held 11,630 shares of Wells Fargo worth $926K as of Q1 2026.
  • Perennial Investment Advisors sold 227 Wells Fargo shares in Q1 2026, an estimated $19.5K.
  • Wells Fargo made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #201 holding.
  • Perennial Investment Advisors first reported a position in Wells Fargo in Q1 2020 and has held it in 24 quarters since.
  • Perennial Investment Advisors's Wells Fargo position peaked at $1.11M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.