PGIM Custom Harvest’s Wells Fargo WFC Stock Holding History

PGIM Custom Harvest’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	$204K	Sell	2,562 -777	-23%	-$66.7K	﹤0.01%	269
2025 Q4	$311K	Buy	3,339 +181	+6%	+$15.7K	﹤0.01%	216
2025 Q3	$265K	Buy	3,158 +147	+5%	+$11.9K	﹤0.01%	223
2025 Q2	$241K	Sell	3,011 -1,214	-29%	-$87.5K	0.01%	221
2025 Q1	$303K	Buy	4,225 +142	+3%	+$10.7K	0.01%	192
2024 Q4	$287K	Buy	+4,083	New	+$279K	0.01%	206
2023 Q2	–	Sell	-6,945	Closed	-$260K	–	206
2023 Q1	$260K	Buy	6,945 +76	+1%	+$3.31K	0.01%	171
2022 Q4	$284K	Buy	+6,869	New	+$304K	0.01%	172
2021 Q3	$254K	Buy	5,476 +17	+0.3%	+$787	0.04%	171
2021 Q2	$247K	Buy	5,459 +56	+1%	+$2.5K	0.05%	155
2021 Q1	$211K	Buy	+5,403	New	+$191K	0.05%	152

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

PGIM Custom Harvest's WFC Position: Q1 2026 in Review

PGIM Custom Harvest reduced its Wells Fargo (WFC) stake by 23% in Q1 2026, selling an estimated $66.7K and leaving 2,562 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

PGIM Custom Harvest first reported a position in WFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $311K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

PGIM Custom Harvest held 2,562 shares of Wells Fargo worth $204K as of Q1 2026.
PGIM Custom Harvest sold 777 Wells Fargo shares in Q1 2026, an estimated $66.7K.
Wells Fargo made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #269 holding.
PGIM Custom Harvest first reported a position in Wells Fargo in Q1 2021 and has held it in 11 quarters since.
PGIM Custom Harvest's Wells Fargo position peaked at $311K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.