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
2022 Q1	–	Sell	-410,000	Closed	-$241K	–	2295
2021 Q4	$241K	Buy	410,000 +393,400	+2,370%	+$19.4M	﹤0.01%	1839
2021 Q3	$290K	Sell	16,600 -813,400	-98%	-$37.6M	﹤0.01%	1717
2021 Q2	$134K	Sell	830,000 -840,000	-50%	-$37.5M	﹤0.01%	1884
2021 Q1	$193K	Buy	1,670,000 +1,636,600	+4,900%	+$57.9M	﹤0.01%	1744
2020 Q4	$212K	Buy	+33,400	New	+$865K	﹤0.01%	1604

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

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.