Portfolio Design Labs’s Wells Fargo WFC Stock Holding History

Portfolio Design Labs’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	$2.19M	Sell	27,457 -3,429	-11%	-$295K	0.39%	48
2025 Q4	$2.88M	Buy	30,886 +288	+0.9%	+$25K	0.47%	37
2025 Q3	$2.56M	Buy	30,598 +16,697	+120%	+$1.35M	0.44%	47
2025 Q2	$1.11M	Sell	13,901 -15,361	-52%	-$1.11M	0.22%	78
2025 Q1	$2.1M	Sell	29,262 -38,896	-57%	-$2.92M	0.43%	71
2024 Q4	$4.79M	Buy	68,158 +11,844	+21%	+$809K	0.98%	22
2024 Q3	$3.18M	Buy	56,314 +16,428	+41%	+$929K	0.89%	28
2024 Q2	$2.37M	Buy	39,886 +4,110	+11%	+$243K	0.73%	58
2024 Q1	$2.07M	Buy	+35,776	New	+$1.87M	0.7%	62

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

Portfolio Design Labs's WFC Position: Q1 2026 in Review

Portfolio Design Labs reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $295K and leaving 27,457 shares worth $2.19M. The position accounts for 0.39% of the portfolio, ranked #48.

Portfolio Design Labs first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.79M in Q4 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Portfolio Design Labs held 27,457 shares of Wells Fargo worth $2.19M as of Q1 2026.
Portfolio Design Labs sold 3,429 Wells Fargo shares in Q1 2026, an estimated $295K.
Wells Fargo made up 0.39% of Portfolio Design Labs's portfolio in Q1 2026, its #48 holding.
Portfolio Design Labs first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Portfolio Design Labs's Wells Fargo position peaked at $4.79M in Q4 2024.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.