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Principle Wealth Partners’s Wells Fargo WFC Stock Holding History

Principle Wealth Partners’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 		$1.2M Buy
15,026
+268
+2% +$23K 0.07% 159
2025
Q4 		$1.38M Buy
14,758
+38
+0.3% +$3.3K 0.08% 148
2025
Q3 		$1.23M Hold
14,720
– – 0.07% 152
2025
Q2 		$1.18M Buy
14,720
+40
+0.3% +$2.88K 0.07% 143
2025
Q1 		$1.05M Sell
14,680
-1,000
-6% -$75.1K 0.08% 153
2024
Q4 		$1.1M Hold
15,680
– – 0.08% 145
2024
Q3 		$886K Hold
15,680
– – 0.06% 165
2024
Q2 		$931K Sell
15,680
-3,401
-18% -$201K 0.07% 161
2024
Q1 		$1.11M Buy
19,081
+1,303
+7% +$68.2K 0.09% 152
2023
Q4 		$875K Sell
17,778
-44
-0.2% -$1.9K 0.08% 164
2023
Q3 		$728K Hold
17,822
– – 0.07% 170
2023
Q2 		$761K Sell
17,822
-533
-3% -$21.5K 0.08% 159
2023
Q1 		$686K Hold
18,355
– – 0.07% 166
2022
Q4 		$758K Sell
18,355
-79
-0.4% -$3.5K 0.09% 155
2022
Q3 		$741 Hold
18,434
– – 0.07% 146
2022
Q2 		$722K Sell
18,434
-146
-0.8% -$6.41K 0.09% 162
2022
Q1 		$900K Sell
18,580
-890
-5% -$47.6K 0.09% 150
2021
Q4 		$934K Sell
19,470
-1,894
-9% -$93.2K 0.1% 142
2021
Q3 		$992K Sell
21,364
-10
-0% -$463 0.11% 130
2021
Q2 		$968K Sell
21,374
-1,291
-6% -$57.6K 0.11% 133
2021
Q1 		$886K Buy
22,665
+1,263
+6% +$44.7K 0.1% 134
2020
Q4 		$646K Buy
21,402
+12,753
+147% +$330K 0.09% 155
2020
Q3 		$203K Sell
8,649
-2,716
-24% -$66.9K 0.06% 148
2020
Q2 		$291K Sell
11,365
-230
-2% -$6.29K 0.09% 122
2020
Q1 		$333K Sell
11,595
-7,216
-38% -$307K 0.13% 105
2019
Q4 		$1.01M Sell
18,811
-225
-1% -$11.8K 0.32% 57
2019
Q3 		$960K Buy
19,036
+10,521
+124% +$496K 0.33% 57
2019
Q2 		$403K Buy
8,515
+375
+5% +$17.5K 0.21% 87
2019
Q1 		$393K Buy
8,140
+160
+2% +$7.87K 0.22% 79
2018
Q4 		$368K Buy
+7,980
New +$409K 0.31% 74

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

Principle Wealth Partners's WFC Position: Q1 2026 in Review

Principle Wealth Partners increased its Wells Fargo (WFC) stake by 1.8% in Q1 2026, buying an estimated $23K and bringing the position to 15,026 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #159.

Principle Wealth Partners first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.38M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Principle Wealth Partners held 15,026 shares of Wells Fargo worth $1.2M as of Q1 2026.
  • Principle Wealth Partners bought 268 Wells Fargo shares in Q1 2026, an estimated $23K.
  • Wells Fargo made up 0.07% of Principle Wealth Partners's portfolio in Q1 2026, its #159 holding.
  • Principle Wealth Partners first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Wells Fargo position peaked at $1.38M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.