Phoenix Wealth Advisors’s Wells Fargo WFC Stock Holding History

Phoenix Wealth Advisors’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	$1.73M	Sell	21,790 -730	-3%	-$62.7K	0.69%	37
2025 Q4	$2.1M	Buy	22,520 +19,581	+666%	+$1.7M	0.81%	35
2025 Q3	$246K	Buy	+2,939	New	+$238K	0.09%	120
2022 Q4	–	Sell	-6,362	Closed	-$256K	–	123
2022 Q3	$256K	Hold	6,362	–	–	0.26%	82
2022 Q2	$249K	Buy	+6,362	New	+$279K	0.25%	96
2022 Q1	–	Sell	-6,362	Closed	-$305K	–	132
2021 Q4	$305K	Hold	6,362	–	–	0.23%	90
2021 Q3	$295K	Hold	6,362	–	–	0.22%	91
2021 Q2	$277K	Hold	6,362	–	–	0.2%	99
2021 Q1	$252K	Hold	6,362	–	–	0.2%	100
2020 Q4	$192K	Buy	+6,362	New	+$165K	0.15%	112

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

Phoenix Wealth Advisors's WFC Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Wells Fargo (WFC) stake by 3.2% in Q1 2026, selling an estimated $62.7K and leaving 21,790 shares worth $1.73M. The position accounts for 0.69% of the portfolio, ranked #37.

Phoenix Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Phoenix Wealth Advisors held 21,790 shares of Wells Fargo worth $1.73M as of Q1 2026.
Phoenix Wealth Advisors sold 730 Wells Fargo shares in Q1 2026, an estimated $62.7K.
Wells Fargo made up 0.69% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Phoenix Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 10 quarters since.
Phoenix Wealth Advisors's Wells Fargo position peaked at $2.1M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.