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Private Advisor Group’s Wells Fargo WFC Stock Holding History

Private Advisor 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 		$18.4M Sell
231,436
-3,344
-1% -$287K 0.09% 247
2025
Q4 		$21.9M Buy
234,780
+14,003
+6% +$1.22M 0.1% 207
2025
Q3 		$18.5M Sell
220,777
-17,859
-7% -$1.45M 0.09% 225
2025
Q2 		$19.1M Buy
238,636
+16,730
+8% +$1.21M 0.1% 201
2025
Q1 		$15.9M Buy
221,906
+10,331
+5% +$776K 0.1% 212
2024
Q4 		$14.9M Buy
211,575
+2,016
+1% +$138K 0.08% 226
2024
Q3 		$11.8M Sell
209,559
-81
-0% -$4.58K 0.07% 265
2024
Q2 		$12.5M Sell
209,640
-54,297
-21% -$3.21M 0.08% 224
2024
Q1 		$15.3M Buy
263,937
+6,549
+3% +$343K 0.11% 172
2023
Q4 		$12.7M Buy
257,388
+8,337
+3% +$360K 0.1% 192
2023
Q3 		$10.2M Sell
249,051
-5,232
-2% -$226K 0.09% 215
2023
Q2 		$11.1M Buy
254,283
+14,378
+6% +$579K 0.1% 201
2023
Q1 		$8.97M Sell
239,905
-20,045
-8% -$874K 0.09% 230
2022
Q4 		$2.78M Sell
259,950
-4,919
-2% -$218K 0.14% 158
2022
Q3 		$10.7M Sell
264,869
-43,481
-14% -$1.87M 0.12% 183
2022
Q2 		$12.1M Buy
308,350
+2,955
+1% +$130K 0.11% 188
2022
Q1 		$14.8M Buy
305,395
+11,400
+4% +$610K 0.11% 183
2021
Q4 		$14.1M Sell
293,995
-127,192
-30% -$6.26M 0.11% 192
2021
Q3 		$19.5M Buy
421,187
+158,478
+60% +$7.34M 0.12% 168
2021
Q2 		$11.9M Buy
262,709
+13,758
+6% +$614K 0.1% 202
2021
Q1 		$9.73M Buy
248,951
+23,343
+10% +$826K 0.09% 219
2020
Q4 		$6.81M Sell
225,608
-21,109
-9% -$546K 0.07% 270
2020
Q3 		$5.39M Buy
246,717
+37,323
+18% +$920K 0.07% 264
2020
Q2 		$4.84M Buy
209,394
+76,054
+57% +$2.08M 0.07% 276
2020
Q1 		$3.83M Buy
133,340
+768
+0.6% +$32.6K 0.07% 274
2019
Q4 		$7.13M Sell
132,572
-28,624
-18% -$1.5M 0.11% 198
2019
Q3 		$8.2M Buy
161,196
+40,860
+34% +$1.92M 0.13% 182
2019
Q2 		$5.69M Sell
120,336
-2,803
-2% -$131K 0.1% 224
2019
Q1 		$5.96M Buy
123,139
+8,010
+7% +$394K 0.12% 186
2018
Q4 		$5.3M Sell
115,129
-16,363
-12% -$838K 0.13% 184
2018
Q3 		$6.91M Buy
131,492
+10,314
+9% +$589K 0.14% 148
2018
Q2 		$5.55M Buy
121,178
+52,014
+75% +$2.79M 0.09% 108
2018
Q1 		$3.62M Sell
69,164
-36,821
-35% -$2.19M 0.14% 156
2017
Q4 		$6.55M Sell
105,985
-57,895
-35% -$3.27M 0.28% 83
2017
Q3 		$9.04M Sell
163,880
-4,353
-3% -$231K 0.22% 107
2017
Q2 		$9.35M Sell
168,233
-1,164
-0.7% -$62.4K 0.25% 95
2017
Q1 		$9.32M Buy
169,397
+16,071
+10% +$912K 0.26% 91
2016
Q4 		$8.4M Sell
153,326
-590
-0.4% -$29.7K 0.28% 85
2016
Q3 		$6.74M Sell
153,916
-39,492
-20% -$1.89M 0.28% 86
2016
Q2 		$9.04M Buy
193,408
+70,456
+57% +$3.44M 0.37% 63
2016
Q1 		$6.12M Sell
122,952
-20,627
-14% -$1.01M 0.3% 77
2015
Q4 		$7.8M Buy
143,579
+20,527
+17% +$1.11M 0.37% 57
2015
Q3 		$6.32M Buy
123,052
+17,235
+16% +$948K 0.35% 61
2015
Q2 		$5.95M Buy
105,817
+18,710
+21% +$1.04M 0.28% 69
2015
Q1 		$4.74M Buy
87,107
+11,213
+15% +$606K 0.27% 74
2014
Q4 		$4.16M Buy
75,894
+6,543
+9% +$346K 0.27% 85
2014
Q3 		$3.6M Buy
69,351
+20,581
+42% +$1.06M 0.25% 94
2014
Q2 		$2.56M Buy
48,770
+2,317
+5% +$116K 0.22% 101
2014
Q1 		$2.31M Buy
46,453
+13,509
+41% +$629K 0.24% 96
2013
Q4 		$1.5M Buy
+32,944
New +$1.42M 0.17% 147

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

Private Advisor Group's WFC Position: Q1 2026 in Review

Private Advisor Group reduced its Wells Fargo (WFC) stake by 1.4% in Q1 2026, selling an estimated $287K and leaving 231,436 shares worth $18.4M. The position accounts for 0.09% of the portfolio, ranked #247.

Private Advisor Group first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $21.9M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Private Advisor Group held 231,436 shares of Wells Fargo worth $18.4M as of Q1 2026.
  • Private Advisor Group sold 3,344 Wells Fargo shares in Q1 2026, an estimated $287K.
  • Wells Fargo made up 0.09% of Private Advisor Group's portfolio in Q1 2026, its #247 holding.
  • Private Advisor Group first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Wells Fargo position peaked at $21.9M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.