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Pinnacle Wealth Management Advisory Group’s Wells Fargo WFC Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1M Buy
12,562
+623
+5% +$53.5K 0.07% 175
2025
Q4 		$1.11M Buy
11,939
+208
+2% +$18.1K 0.08% 160
2025
Q3 		$983K Buy
11,731
+21
+0.2% +$1.7K 0.07% 155
2025
Q2 		$938K Buy
11,710
+406
+4% +$29.3K 0.08% 148
2025
Q1 		$812K Sell
11,304
-177
-2% -$13.3K 0.08% 150
2024
Q4 		$806K Sell
11,481
-536
-4% -$36.6K 0.08% 148
2024
Q3 		$679K Sell
12,017
-679
-5% -$38.4K 0.06% 164
2024
Q2 		$754K Buy
12,696
+148
+1% +$8.74K 0.08% 148
2024
Q1 		$727K Buy
12,548
+296
+2% +$15.5K 0.08% 154
2023
Q4 		$603K Buy
12,252
+246
+2% +$10.6K 0.07% 160
2023
Q3 		$491K Buy
12,006
+154
+1% +$6.65K 0.06% 177
2023
Q2 		$506K Sell
11,852
-821
-6% -$33K 0.06% 181
2023
Q1 		$474K Buy
12,673
+3,671
+41% +$160K 0.06% 180
2022
Q4 		$372K Sell
9,002
-5,128
-36% -$227K 0.06% 200
2022
Q3 		$568K Buy
14,130
+6,670
+89% +$287K 0.09% 145
2022
Q2 		$292K Buy
+7,460
New +$327K 0.05% 224
2018
Q2 		– Sell
-4,341
Closed -$228K – 154
2018
Q1 		$228K Hold
4,341
– – 0.13% 128
2017
Q4 		$263K Sell
4,341
-202
-4% -$11.4K 0.15% 121
2017
Q3 		$251K Sell
4,543
-27,933
-86% -$1.48M 0.15% 128
2017
Q2 		$1.8M Buy
32,476
+1,967
+6% +$105K 1.11% 25
2017
Q1 		$1.7M Buy
30,509
+35
+0.1% +$1.99K 1.17% 23
2016
Q4 		$1.68M Sell
30,474
-825
-3% -$41.5K 1.21% 20
2016
Q3 		$1.39M Buy
31,299
+850
+3% +$40.7K 1.05% 24
2016
Q2 		$1.44M Buy
30,449
+1,450
+5% +$70.7K 1.14% 24
2016
Q1 		$1.4M Sell
28,999
-1,725
-6% -$84.5K 1.25% 23
2015
Q4 		$1.67M Buy
30,724
+2,200
+8% +$119K 1.52% 19
2015
Q3 		$1.47M Buy
28,524
+1,905
+7% +$105K 1.41% 21
2015
Q2 		$1.5M Sell
26,619
-1,591
-6% -$88.7K 1.39% 21
2015
Q1 		$1.53M Buy
28,210
+477
+2% +$25.8K 1.38% 21
2014
Q4 		$1.52M Buy
+27,733
New +$1.47M 1.41% 22

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 Wealth Management Advisory Group's WFC Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Wells Fargo (WFC) stake by 5.2% in Q1 2026, buying an estimated $53.5K and bringing the position to 12,562 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #175.

Pinnacle Wealth Management Advisory Group first reported a position in WFC in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.8M in Q2 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 12,562 shares of Wells Fargo worth $1M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 623 Wells Fargo shares in Q1 2026, an estimated $53.5K.
  • Wells Fargo made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #175 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Wells Fargo in Q4 2014 and has held it in 30 quarters since.
  • Pinnacle Wealth Management Advisory Group's Wells Fargo position peaked at $1.8M in Q2 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.