Power Wealth Management’s Wells Fargo WFC Stock Holding History

Power Wealth Management’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	$317K	Buy	3,979 +1,153	+41%	+$99K	0.12%	77
2025 Q4	$263K	Sell	2,826 -1,499	-35%	-$130K	0.09%	82
2025 Q3	$363K	Buy	4,325 +294	+7%	+$23.8K	0.13%	72
2025 Q2	$323K	Buy	4,031 +593	+17%	+$42.8K	0.12%	76
2025 Q1	$247K	Sell	3,438 -792	-19%	-$59.5K	0.1%	74
2024 Q4	$297K	Hold	4,230	–	–	0.12%	77
2024 Q3	$239K	Buy	4,230 +375	+10%	+$21.2K	0.1%	83
2024 Q2	$229K	Buy	3,855 +193	+5%	+$11.4K	0.11%	93
2024 Q1	$212K	Buy	+3,662	New	+$192K	0.13%	93

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

Power Wealth Management's WFC Position: Q1 2026 in Review

Power Wealth Management increased its Wells Fargo (WFC) stake by 41% in Q1 2026, buying an estimated $99K and bringing the position to 3,979 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #77.

Power Wealth Management first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $363K in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Power Wealth Management held 3,979 shares of Wells Fargo worth $317K as of Q1 2026.
Power Wealth Management bought 1,153 Wells Fargo shares in Q1 2026, an estimated $99K.
Wells Fargo made up 0.12% of Power Wealth Management's portfolio in Q1 2026, its #77 holding.
Power Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Power Wealth Management's Wells Fargo position peaked at $363K in Q3 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.