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Phillips Financial Management’s Wells Fargo WFC Stock Holding History

Phillips Financial 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 		– Sell
-2,516
Closed -$234K – 314
2025
Q4 		$234K Buy
+2,516
New +$218K 0.02% 189

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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

Phillips Financial Management's WFC Position: Q1 2026 in Review

Phillips Financial Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,516 shares — an estimated $234K sold.

Phillips Financial Management first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Phillips Financial Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 2,516 Wells Fargo shares in Q1 2026, an estimated $234K.
  • Phillips Financial Management first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
  • Phillips Financial Management's Wells Fargo position peaked at $234K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.