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

Pinnacle Wealth Management 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	–	Sell	-2,150	Closed	-$200K	–	129
2025 Q4	$200K	Buy	+2,150	New	+$187K	0.1%	125
2024 Q3	–	Sell	-3,550	Closed	-$211K	–	121
2024 Q2	$211K	Hold	3,550	–	–	0.14%	97
2024 Q1	$206K	Buy	+3,550	New	+$186K	0.15%	100
2023 Q1	–	Sell	-7,300	Closed	-$301K	–	107
2022 Q4	$301K	Sell	7,300 -3,600	-33%	-$159K	0.27%	78
2022 Q3	$438K	Sell	10,900 -1,000	-8%	-$43K	0.39%	56
2022 Q2	$466K	Hold	11,900	–	–	0.39%	55
2022 Q1	$577K	Hold	11,900	–	–	0.43%	53
2021 Q4	$571K	Sell	11,900 -1,000	-8%	-$49.2K	0.42%	57
2021 Q3	$599K	Sell	12,900 -600	-4%	-$27.8K	0.45%	52
2021 Q2	$611K	Buy	+13,500	New	+$603K	0.45%	56

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pinnacle Wealth Management Group sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,150 shares — an estimated $200K sold.

Pinnacle Wealth Management Group first reported a position in WFC in Q2 2021 and held it in 10 quarters. The position peaked at $611K in Q2 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Pinnacle Wealth Management Group reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Management Group sold 2,150 Wells Fargo shares in Q1 2026, an estimated $200K.
Pinnacle Wealth Management Group first reported a position in Wells Fargo in Q2 2021 and held it in 10 quarters.
Pinnacle Wealth Management Group's Wells Fargo position peaked at $611K in Q2 2021.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.