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Petix & Botte Financial’s Wells Fargo WFC Stock Holding History

Petix & Botte Financial’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 		$305K Sell
1,914
-1,914
-50% -$164K 0.07% 113
2025
Q4 		$357K Hold
3,828
– – 0.08% 99
2025
Q3 		$321K Hold
3,828
– – 0.07% 103
2025
Q2 		$307K Hold
3,828
– – 0.08% 107
2025
Q1 		$275K Hold
3,828
– – 0.07% 106
2024
Q4 		$269K Hold
3,828
– – 0.07% 110
2024
Q3 		$216K Hold
3,828
– – 0.06% 120
2024
Q2 		$227K Buy
+3,828
New +$226K 0.06% 113

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

Petix & Botte Financial's WFC Position: Q1 2026 in Review

Petix & Botte Financial reduced its Wells Fargo (WFC) stake by 50% in Q1 2026, selling an estimated $164K and leaving 1,914 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #113.

Petix & Botte Financial first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $357K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Petix & Botte Financial held 1,914 shares of Wells Fargo worth $305K as of Q1 2026.
  • Petix & Botte Financial sold 1,914 Wells Fargo shares in Q1 2026, an estimated $164K.
  • Wells Fargo made up 0.07% of Petix & Botte Financial's portfolio in Q1 2026, its #113 holding.
  • Petix & Botte Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
  • Petix & Botte Financial's Wells Fargo position peaked at $357K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.