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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
2023
Q4 		– Sell
-32,800
Closed -$13.4K – 2535
2023
Q3 		$13.4K Buy
+32,800
New +$1.42M ﹤0.01% 2147

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.