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Personal CFO Solutions’s Wells Fargo WFC Stock Holding History

Personal CFO Solutions’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 		$1.26M Sell
15,845
-202
-1% -$17.4K 0.18% 101
2025
Q4 		$1.5M Sell
16,047
-436
-3% -$37.9K 0.24% 70
2025
Q3 		$1.38M Buy
16,483
+2,220
+16% +$180K 0.24% 76
2025
Q2 		$1.14M Buy
14,263
+2,312
+19% +$167K 0.21% 95
2025
Q1 		$858K Buy
11,951
+277
+2% +$20.8K 0.17% 121
2024
Q4 		$820K Sell
11,674
-5,291
-31% -$361K 0.16% 126
2024
Q3 		$958K Sell
16,965
-263
-2% -$14.9K 0.13% 145
2024
Q2 		$1.02M Sell
17,228
-469
-3% -$27.7K 0.16% 125
2024
Q1 		$1.03M Sell
17,697
-2,691
-13% -$141K 0.16% 123
2023
Q4 		$1M Buy
20,388
+3,658
+22% +$158K 0.17% 115
2023
Q3 		$684K Buy
16,730
+1,062
+7% +$45.9K 0.14% 143
2023
Q2 		$669K Buy
15,668
+2,206
+16% +$88.8K 0.14% 150
2023
Q1 		$503K Buy
13,462
+2,380
+21% +$104K 0.1% 195
2022
Q4 		$458K Buy
11,082
+1,189
+12% +$52.6K 0.1% 202
2022
Q3 		$398K Sell
9,893
-715
-7% -$30.7K 0.1% 193
2022
Q2 		$416K Buy
10,608
+2,888
+37% +$127K 0.1% 193
2022
Q1 		$374K Buy
7,720
+3,492
+83% +$187K 0.07% 265
2021
Q4 		$203K Buy
+4,228
New +$208K 0.04% 445
2020
Q3 		– Sell
-8,233
Closed -$211K – 335
2020
Q2 		$211K Sell
8,233
-4,458
-35% -$122K 0.06% 279
2020
Q1 		$364K Buy
12,691
+3,684
+41% +$157K 0.13% 146
2019
Q4 		$504K Buy
9,007
+4,444
+97% +$233K 0.14% 152
2019
Q3 		$230K Buy
+4,563
New +$215K 0.09% 254

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

Personal CFO Solutions's WFC Position: Q1 2026 in Review

Personal CFO Solutions reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $17.4K and leaving 15,845 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #101.

Personal CFO Solutions first reported a position in WFC in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.5M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Personal CFO Solutions held 15,845 shares of Wells Fargo worth $1.26M as of Q1 2026.
  • Personal CFO Solutions sold 202 Wells Fargo shares in Q1 2026, an estimated $17.4K.
  • Wells Fargo made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #101 holding.
  • Personal CFO Solutions first reported a position in Wells Fargo in Q3 2019 and has held it in 22 quarters since.
  • Personal CFO Solutions's Wells Fargo position peaked at $1.5M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.