Powers Advisory Group’s Wells Fargo WFC Stock Holding History

Powers 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	$280K	Buy	3,513 +3	+0.1%	+$258	0.1%	108
2025 Q4	$327K	Buy	3,510 +11	+0.3%	+$955	0.12%	95
2025 Q3	$293K	Buy	3,499 +65	+2%	+$5.27K	0.12%	97
2025 Q2	$275K	Sell	3,434 -18	-0.5%	-$1.3K	0.12%	98
2025 Q1	$248K	Buy	3,452 +11	+0.3%	+$826	0.12%	98
2024 Q4	$242K	Buy	+3,441	New	+$235K	0.12%	94
2024 Q3	–	Sell	-3,917	Closed	-$233K	–	101
2024 Q2	$233K	Sell	3,917 -565	-13%	-$33.4K	0.13%	89
2024 Q1	$260K	Sell	4,482 -1,047	-19%	-$54.8K	0.15%	87
2023 Q4	$272K	Buy	5,529 +28	+0.5%	+$1.21K	0.17%	80
2023 Q3	$225K	Buy	5,501 +30	+0.5%	+$1.29K	0.15%	85
2023 Q2	$233K	Sell	5,471 -88	-2%	-$3.54K	0.15%	85
2023 Q1	$208K	Buy	5,559 +24	+0.4%	+$1.05K	0.15%	90
2022 Q4	$229K	Buy	5,535 +24	+0.4%	+$1.06K	0.17%	86
2022 Q3	$222K	Sell	5,511 -244	-4%	-$10.5K	0.18%	83
2022 Q2	$225K	Sell	5,755 -90	-2%	-$3.95K	0.17%	86
2022 Q1	$283K	Sell	5,845 -491	-8%	-$26.3K	0.2%	84
2021 Q4	$304K	Buy	+6,336	New	+$312K	0.21%	81

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

Powers Advisory Group's WFC Position: Q1 2026 in Review

Powers Advisory Group increased its Wells Fargo (WFC) stake by 0.09% in Q1 2026, buying an estimated $258 and bringing the position to 3,513 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #108.

Powers Advisory Group first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $327K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Powers Advisory Group held 3,513 shares of Wells Fargo worth $280K as of Q1 2026.
Powers Advisory Group bought 3 Wells Fargo shares in Q1 2026, an estimated $258.
Wells Fargo made up 0.1% of Powers Advisory Group's portfolio in Q1 2026, its #108 holding.
Powers Advisory Group first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
Powers Advisory Group's Wells Fargo position peaked at $327K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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