Pin Oak Investment 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 | $899K | Sell |
11,297
-15
| -0.1% | -$1.29K | 0.64% | 36 |
|
|
2025
Q4 | $1.07M | Sell |
11,312
-38
| -0.3% | -$3.3K | 0.75% | 31 |
|
|
2025
Q3 | $951K | Buy |
11,350
+2,521
| +29% | +$204K | 0.68% | 36 |
|
|
2025
Q2 | $633K | Hold |
8,829
| – | – | 0.54% | 40 |
|
|
2025
Q1 | $624K | Hold |
8,829
| – | – | 0.48% | 42 |
|
|
2024
Q4 | $499K | Hold |
8,829
| – | – | 0.45% | 43 |
|
|
2024
Q3 | $498K | Hold |
8,829
| – | – | 0.45% | 43 |
|
|
2024
Q2 | $524K | Buy |
8,829
+500
| +6% | +$29.5K | 0.5% | 37 |
|
|
2024
Q1 | $483K | Hold |
8,329
| – | – | 0.46% | 46 |
|
|
2023
Q4 | $410K | Sell |
8,329
-34
| -0.4% | -$1.47K | 0.42% | 48 |
|
|
2023
Q3 | $342K | Hold |
8,363
| – | – | 0.39% | 50 |
|
|
2023
Q2 | $357K | Hold |
8,363
| – | – | 0.4% | 47 |
|
|
2023
Q1 | $313K | Buy |
8,363
+1,095
| +15% | +$47.7K | 0.39% | 48 |
|
|
2022
Q4 | $300K | Sell |
7,268
-250
| -3% | -$11.1K | 0.37% | 46 |
|
|
2022
Q3 | $302K | Hold |
7,518
| – | – | 0.38% | 45 |
|
|
2022
Q2 | $294K | Sell |
7,518
-343
| -4% | -$15.1K | 0.36% | 47 |
|
|
2022
Q1 | $381K | Sell |
7,861
-435
| -5% | -$23.3K | 0.41% | 47 |
|
|
2021
Q4 | $398K | Sell |
8,296
-698
| -8% | -$34.4K | 0.4% | 46 |
|
|
2021
Q3 | $417K | Hold |
8,994
| – | – | 0.46% | 43 |
|
|
2021
Q2 | $407K | Hold |
8,994
| – | – | 0.41% | 48 |
|
|
2021
Q1 | $351K | Hold |
8,994
| – | – | 0.3% | 66 |
|
|
2020
Q4 | $271K | Buy |
8,994
+676
| +8% | +$17.5K | 0.22% | 84 |
|
|
2020
Q3 | $196K | Buy |
8,318
+198
| +2% | +$4.88K | 0.19% | 95 |
|
|
2020
Q2 | $208K | Buy |
8,120
+470
| +6% | +$12.9K | 0.19% | 99 |
|
|
2020
Q1 | $220K | Buy |
7,650
+5,368
| +235% | +$228K | 0.23% | 86 |
|
|
2019
Q4 | $123K | Sell |
2,282
-2,006
| -47% | -$105K | 0.1% | 132 |
|
|
2019
Q3 | $216K | Sell |
4,288
-132
| -3% | -$6.22K | 0.18% | 97 |
|
|
2019
Q2 | $209K | Buy |
4,420
+664
| +18% | +$31.1K | 0.16% | 105 |
|
|
2019
Q1 | $181K | Sell |
3,756
-93
| -2% | -$4.57K | 0.14% | 113 |
|
|
2018
Q4 | $177K | Hold |
3,849
| – | – | 0.16% | 106 |
|
|
2018
Q3 | $202K | Sell |
3,849
-54
| -1% | -$3.08K | 0.15% | 113 |
|
|
2018
Q2 | $216K | Buy |
3,903
+54
| +1% | +$2.89K | 0.16% | 99 |
|
|
2018
Q1 | $202K | Hold |
3,849
| – | – | 0.16% | 105 |
|
|
2017
Q4 | $234K | Buy |
+3,849
| New | +$217K | 0.18% | 102 |
|
Other funds holding WFC
VCM
VPM
Pin Oak Investment Advisors's WFC Position: Q1 2026 in Review
Pin Oak Investment Advisors reduced its Wells Fargo (WFC) stake by 0.13% in Q1 2026, selling an estimated $1.29K and leaving 11,297 shares worth $899K. The position accounts for 0.64% of the portfolio, ranked #36.
Pin Oak Investment Advisors first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.07M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Pin Oak Investment Advisors held 11,297 shares of Wells Fargo worth $899K as of Q1 2026.
- Pin Oak Investment Advisors sold 15 Wells Fargo shares in Q1 2026, an estimated $1.29K.
- Wells Fargo made up 0.64% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #36 holding.
- Pin Oak Investment Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's Wells Fargo position peaked at $1.07M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.