Physician Wealth Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$884K Buy
11,106
+5,505
+98% +$473K 0.12% 74
2025
Q4
$522K Sell
5,601
-17
-0.3% -$1.48K 0.07% 100
2025
Q3
$471K Sell
5,618
-1,685
-23% -$137K 0.07% 112
2025
Q2
$585K Buy
7,303
+192
+3% +$13.8K 0.09% 88
2025
Q1
$510K Sell
7,111
-53
-0.7% -$3.98K 0.09% 92
2024
Q4
$503K Buy
7,164
+2
+0% +$137 0.09% 97
2024
Q3
$451K Buy
7,162
+3
+0% +$170 0.08% 103
2024
Q2
$431K Buy
7,159
+3
+0% +$177 0.08% 102
2024
Q1
$404K Buy
7,156
+413
+6% +$21.6K 0.08% 104
2023
Q4
$327K Sell
6,743
-27
-0.4% -$1.17K 0.07% 114
2023
Q3
$269K Sell
6,770
-85
-1% -$3.67K 0.07% 115
2023
Q2
$298K Hold
6,855
0.07% 109
2023
Q1
$290K Hold
6,855
0.08% 113
2022
Q4
$305K Buy
6,855
+61
+0.9% +$2.7K 0.08% 109
2022
Q3
$294K Sell
6,794
-100
-1% -$4.3K 0.09% 109
2022
Q2
$300K Buy
6,894
+1,541
+29% +$67.6K 0.09% 114
2022
Q1
$246K Buy
+5,353
New +$286K 0.07% 138

Other funds holding WFC

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

Physician Wealth Advisors increased its Wells Fargo (WFC) stake by 98% in Q1 2026, buying an estimated $473K and bringing the position to 11,106 shares worth $884K. The position accounts for 0.12% of the portfolio, ranked #74.

Physician Wealth Advisors first reported a position in WFC in Q1 2022 and has held it in 17 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Physician Wealth Advisors held 11,106 shares of Wells Fargo worth $884K as of Q1 2026.
  • Physician Wealth Advisors bought 5,505 Wells Fargo shares in Q1 2026, an estimated $473K.
  • Wells Fargo made up 0.12% of Physician Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Physician Wealth Advisors first reported a position in Wells Fargo in Q1 2022 and has held it in 17 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.