Perigon Wealth Management’s Wells Fargo WFC Stock Holding History

Perigon Wealth Management’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	$11.4M	Sell	143,712 -4,127	-3%	-$354K	0.21%	97
2025 Q4	$13.8M	Buy	147,839 +1,382	+0.9%	+$120K	0.25%	81
2025 Q3	$12.3M	Buy	146,457 +11,978	+9%	+$971K	0.25%	83
2025 Q2	$10.8M	Sell	134,479 -12,009	-8%	-$866K	0.25%	86
2025 Q1	$10.5M	Sell	146,488 -50,699	-26%	-$3.81M	0.27%	83
2024 Q4	$15M	Buy	197,187 +3,880	+2%	+$265K	0.37%	56
2024 Q3	$10.9M	Buy	+193,307	New	+$10.9M	0.29%	72
2024 Q1	–	Sell	-193,463	Closed	-$9.52M	–	919
2023 Q4	$9.52M	Buy	193,463 +1,026	+0.5%	+$44.3K	0.31%	72
2023 Q3	$7.86M	Buy	192,437 +6,547	+4%	+$283K	0.32%	72
2023 Q2	$7.93M	Buy	185,890 +64,474	+53%	+$2.6M	0.31%	75
2023 Q1	$4.54M	Sell	121,416 -469	-0.4%	-$20.4K	0.26%	88
2022 Q4	$5.03M	Buy	121,885 +17,231	+16%	+$763K	0.31%	77
2022 Q3	$4.21M	Buy	104,654 +3,928	+4%	+$169K	0.36%	60
2022 Q2	$3.94M	Buy	100,726 +319	+0.3%	+$14K	0.33%	70
2022 Q1	$4.87M	Buy	100,407 +3,477	+4%	+$186K	0.34%	61
2021 Q4	$4.65M	Buy	96,930 +6,714	+7%	+$331K	0.33%	63
2021 Q3	$4.19M	Buy	90,216 +2,674	+3%	+$124K	0.36%	58
2021 Q2	$3.96M	Buy	87,542 +1,843	+2%	+$82.3K	0.35%	59
2021 Q1	$3.35M	Buy	85,699 +34,585	+68%	+$1.22M	0.34%	64
2020 Q4	$1.54M	Sell	51,114 -98	-0.2%	-$2.54K	0.18%	99
2020 Q3	$1.2M	Buy	51,212 +5,841	+13%	+$144K	0.17%	105
2020 Q2	$1.16M	Buy	45,371 +6,487	+17%	+$177K	0.18%	96
2020 Q1	$1.29M	Buy	38,884 +9,023	+30%	+$384K	0.24%	82
2019 Q4	$1.59M	Buy	29,861 +5,488	+23%	+$287K	0.32%	61
2019 Q3	$1.22M	Buy	24,373 +5,929	+32%	+$279K	0.29%	67
2019 Q2	$873K	Hold	18,444	–	–	0.2%	84
2019 Q1	$876K	Buy	18,444 +100	+0.5%	+$4.92K	0.2%	86
2018 Q4	$920K	Sell	18,344 -7,650	-29%	-$392K	0.23%	75
2018 Q3	$1.37M	Buy	25,994 +7,351	+39%	+$420K	0.34%	54
2018 Q2	$1.03M	Buy	18,643 +51	+0.3%	+$2.73K	0.31%	66
2018 Q1	$974K	Sell	18,592 -12,481	-40%	-$741K	0.36%	59
2017 Q4	$1.89M	Sell	31,073 -5,919	-16%	-$334K	0.7%	42
2017 Q3	$2.04M	Sell	36,992 -51,850	-58%	-$2.76M	0.66%	36
2017 Q2	$4.92M	Sell	88,842 -103	-0.1%	-$5.52K	1.07%	21
2017 Q1	$4.95M	Buy	88,945 +1,360	+2%	+$77.2K	1.05%	21
2016 Q4	$5.16M	Buy	87,585 +60,885	+228%	+$3.06M	1.13%	21
2016 Q3	$1.18M	Sell	26,700 -11,852	-31%	-$567K	0.3%	93
2016 Q2	$1.82M	Buy	38,552 +19,734	+105%	+$962K	0.49%	62
2016 Q1	$925K	Hold	18,818	–	–	0.29%	81
2015 Q4	$1.02M	Sell	18,818 -145	-0.8%	-$7.87K	0.28%	98
2015 Q3	$974K	Buy	18,963 +320	+2%	+$17.6K	0.29%	96
2015 Q2	$1.05M	Buy	18,643 +1,652	+10%	+$92.1K	0.28%	92
2015 Q1	$924K	Buy	16,991 +712	+4%	+$38.5K	0.25%	95
2014 Q4	$892K	Buy	16,279 +85	+0.5%	+$4.5K	0.27%	88
2014 Q3	$840K	Buy	16,194 +1	+0%	+$51	0.25%	93
2014 Q2	$851K	Buy	16,193 +1,551	+11%	+$78K	0.24%	90
2014 Q1	$728K	Sell	14,642 -1,050	-7%	-$48.9K	0.4%	56
2013 Q4	$712K	Buy	+15,692	New	+$678K	0.39%	53

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

Perigon Wealth Management's WFC Position: Q1 2026 in Review

Perigon Wealth Management reduced its Wells Fargo (WFC) stake by 2.8% in Q1 2026, selling an estimated $354K and leaving 143,712 shares worth $11.4M. The position accounts for 0.21% of the portfolio, ranked #97.

Perigon Wealth Management first reported a position in WFC in Q4 2013 and has held it in 48 quarters since. The position peaked at $15M in Q4 2024. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Perigon Wealth Management held 143,712 shares of Wells Fargo worth $11.4M as of Q1 2026.
Perigon Wealth Management sold 4,127 Wells Fargo shares in Q1 2026, an estimated $354K.
Wells Fargo made up 0.21% of Perigon Wealth Management's portfolio in Q1 2026, its #97 holding.
Perigon Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 48 quarters since.
Perigon Wealth Management's Wells Fargo position peaked at $15M in Q4 2024.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.