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Powell Investment Advisors’s Wells Fargo WFC Stock Holding History

Powell Investment Advisors’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 		$241K Buy
3,026
+209
+7% +$18K 0.08% 119
2025
Q4 		$263K Hold
2,817
– – 0.09% 118
2025
Q3 		$236K Hold
2,817
– – 0.08% 126
2025
Q2 		$226K Hold
2,817
– – 0.08% 121
2025
Q1 		$202K Hold
2,817
– – 0.1% 112
2024
Q4 		$198K Hold
2,817
– – 0.09% 124
2024
Q3 		$159K Hold
2,817
– – 0.07% 123
2024
Q2 		$167K Sell
2,817
-352
-11% -$20.8K 0.09% 119
2024
Q1 		$184K Hold
3,169
– – 0.1% 119
2023
Q4 		$156K Hold
3,169
– – 0.09% 121
2023
Q3 		$129K Hold
3,169
– – 0.08% 115
2023
Q2 		$135K Hold
3,169
– – 0.08% 108
2023
Q1 		$118K Hold
3,169
– – 0.07% 111
2022
Q4 		$131K Hold
3,169
– – 0.08% 110
2022
Q3 		$127K Hold
3,169
– – 0.08% 107
2022
Q2 		$124K Hold
3,169
– – 0.08% 115
2022
Q1 		$154K Buy
3,169
+1,288
+68% +$68.9K 0.09% 108
2021
Q4 		$90K Hold
1,881
– – 0.05% 120
2021
Q3 		$87K Hold
1,881
– – 0.05% 115
2021
Q2 		$85K Hold
1,881
– – 0.05% 113
2021
Q1 		$73K Hold
1,881
– – 0.05% 113
2020
Q4 		$57K Hold
1,881
– – 0.04% 100
2020
Q3 		$44K Sell
1,881
-5,744
-75% -$142K 0.04% 105
2020
Q2 		$195K Buy
7,625
+48
+0.6% +$1.31K 0.19% 87
2020
Q1 		$217K Buy
7,577
+33
+0.4% +$1.4K 0.26% 80
2019
Q4 		$406K Buy
+7,544
New +$395K 0.42% 52

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

Powell Investment Advisors's WFC Position: Q1 2026 in Review

Powell Investment Advisors increased its Wells Fargo (WFC) stake by 7.4% in Q1 2026, buying an estimated $18K and bringing the position to 3,026 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #119.

Powell Investment Advisors first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $406K in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Powell Investment Advisors held 3,026 shares of Wells Fargo worth $241K as of Q1 2026.
  • Powell Investment Advisors bought 209 Wells Fargo shares in Q1 2026, an estimated $18K.
  • Wells Fargo made up 0.08% of Powell Investment Advisors's portfolio in Q1 2026, its #119 holding.
  • Powell Investment Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's Wells Fargo position peaked at $406K in Q4 2019.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.