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Pinnacle Holdings’s Wells Fargo WFC Stock Holding History

Pinnacle Holdings’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 		$300K Hold
3,772
– – 0.1% 150
2025
Q4 		$352K Buy
3,772
+1,200
+47% +$104K 0.12% 149
2025
Q3 		$216K Hold
2,572
– – 0.08% 156
2025
Q2 		$206K Hold
2,572
– – 0.07% 158
2025
Q1 		$185K Sell
2,572
-38
-1% -$2.85K 0.07% 161
2024
Q4 		$183K Sell
2,610
-599
-19% -$40.9K 0.07% 158
2024
Q3 		$181K Sell
3,209
-629
-16% -$35.6K 0.07% 157
2024
Q2 		$228K Sell
3,838
-295
-7% -$17.4K 0.09% 152
2024
Q1 		$240K Sell
4,133
-94
-2% -$4.92K 0.1% 154
2023
Q4 		$208K Buy
4,227
+2,000
+90% +$86.3K 0.09% 157
2023
Q3 		$91K Hold
2,227
– – 0.04% 168
2023
Q2 		$95K Hold
2,227
– – 0.04% 163
2023
Q1 		$83.2K Buy
2,227
+495
+29% +$21.6K 0.04% 169
2022
Q4 		$71.5K Buy
+1,732
New +$76.7K 0.03% 170
2022
Q3 		– Sell
-1,732
Closed -$67.8K – 243
2022
Q2 		$67.8K Hold
1,732
– – 0.03% 174
2022
Q1 		$83.9K Buy
+1,732
New +$92.7K 0.03% 174
2021
Q4 		– Sell
-732
Closed -$34K – 258
2021
Q3 		$34K Buy
+732
New +$33.9K 0.01% 217

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

Pinnacle Holdings's WFC Position: Q1 2026 in Review

Pinnacle Holdings held its Wells Fargo (WFC) position steady in Q1 2026 at 3,772 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #150.

Pinnacle Holdings first reported a position in WFC in Q3 2021 and has held it in 17 quarters since. The position peaked at $352K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pinnacle Holdings held 3,772 shares of Wells Fargo worth $300K as of Q1 2026.
  • Pinnacle Holdings left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.1% of Pinnacle Holdings's portfolio in Q1 2026, its #150 holding.
  • Pinnacle Holdings first reported a position in Wells Fargo in Q3 2021 and has held it in 17 quarters since.
  • Pinnacle Holdings's Wells Fargo position peaked at $352K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.