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

Prestige 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 		$147K Buy
1,852
+189
+11% +$16.2K 0.03% 178
2025
Q4 		$155K Buy
1,663
+59
+4% +$5.12K 0.03% 177
2025
Q3 		$134K Hold
1,604
– – 0.03% 198
2025
Q2 		$129K Hold
1,604
– – 0.03% 195
2025
Q1 		$115K Hold
1,604
– – 0.02% 190
2024
Q4 		$113K Hold
1,604
– – 0.02% 192
2024
Q3 		$90.6K Sell
1,604
-9,050
-85% -$512K 0.02% 200
2024
Q2 		$633K Buy
10,654
+9,050
+564% +$534K 0.14% 75
2024
Q1 		$93K Sell
1,604
-11,041
-87% -$578K 0.02% 212
2023
Q4 		$622K Buy
12,645
+1,259
+11% +$54.3K 0.14% 72
2023
Q3 		$465K Buy
11,386
+9,623
+546% +$415K 0.11% 83
2023
Q2 		$75.2K Sell
1,763
-762
-30% -$30.7K 0.02% 231
2023
Q1 		$94.4K Sell
2,525
-130
-5% -$5.67K 0.02% 190
2022
Q4 		$110K Buy
2,655
+126
+5% +$5.58K 0.03% 183
2022
Q3 		$102K Buy
2,529
+23
+0.9% +$988 0.03% 172
2022
Q2 		$98K Sell
2,506
-713
-22% -$31.3K 0.03% 179
2022
Q1 		$156K Buy
3,219
+13
+0.4% +$696 0.04% 162
2021
Q4 		$154K Buy
3,206
+279
+10% +$13.7K 0.04% 161
2021
Q3 		$136K Sell
2,927
-3,508
-55% -$162K 0.03% 166
2021
Q2 		$291K Buy
6,435
+2,288
+55% +$102K 0.08% 102
2021
Q1 		$162K Buy
4,147
+1,441
+53% +$51K 0.04% 139
2020
Q4 		$82K Buy
2,706
+142
+6% +$3.68K 0.02% 196
2020
Q3 		$60K Sell
2,564
-1,905
-43% -$46.9K 0.02% 229
2020
Q2 		$114K Buy
4,469
+1,561
+54% +$42.7K 0.04% 142
2020
Q1 		$83K Buy
2,908
+469
+19% +$19.9K 0.04% 133
2019
Q4 		$131K Hold
2,439
– – 0.07% 146
2019
Q3 		$123K Buy
2,439
+1,050
+76% +$49.5K 0.07% 139
2019
Q2 		$66K Hold
1,389
– – 0.04% 179
2019
Q1 		$67K Sell
1,389
-1,202
-46% -$59.1K 0.04% 173
2018
Q4 		$119K Buy
+2,591
New +$133K 0.09% 138

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

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

Prestige Wealth Management Group increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,852 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #178.

Prestige Wealth Management Group first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $633K in Q2 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Prestige Wealth Management Group held 1,852 shares of Wells Fargo worth $147K as of Q1 2026.
  • Prestige Wealth Management Group bought 189 Wells Fargo shares in Q1 2026, an estimated $16.2K.
  • Wells Fargo made up 0.03% of Prestige Wealth Management Group's portfolio in Q1 2026, its #178 holding.
  • Prestige Wealth Management Group first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Wells Fargo position peaked at $633K in Q2 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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