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Pines Wealth Management’s Wells Fargo WFC Stock Holding History

Pines Wealth 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 		$679K Buy
8,524
+812
+11% +$69.7K 0.22% 109
2025
Q4 		$719K Sell
7,712
-207
-3% -$18K 0.23% 103
2025
Q3 		$664K Sell
7,919
-770
-9% -$62.4K 0.22% 103
2025
Q2 		$726K Buy
8,689
+2,263
+35% +$163K 0.26% 95
2025
Q1 		$399K Sell
6,426
-338
-5% -$25.4K 0.18% 126
2024
Q4 		$473K Buy
+6,764
New +$462K 0.21% 120

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Pines Wealth Management's WFC Position: Q1 2026 in Review

Pines Wealth Management increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $69.7K and bringing the position to 8,524 shares worth $679K. The position accounts for 0.22% of the portfolio, ranked #109.

Pines Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $726K in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pines Wealth Management held 8,524 shares of Wells Fargo worth $679K as of Q1 2026.
  • Pines Wealth Management bought 812 Wells Fargo shares in Q1 2026, an estimated $69.7K.
  • Wells Fargo made up 0.22% of Pines Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Pines Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Wells Fargo position peaked at $726K in Q2 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.