Private Advisory Group’s Wells Fargo WFC Stock Holding History

Private Advisory 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	$317K	Buy	+3,985	New	+$342K	0.02%	238
2023 Q1	–	Sell	-90,852	Closed	-$3.75M	–	239
2022 Q4	$3.75M	Buy	90,852 +210	+0.2%	+$9.29K	0.82%	37
2022 Q3	$3.65M	Sell	90,642 -44,176	-33%	-$1.9M	0.83%	38
2022 Q2	$5.28M	Buy	134,818 +9,236	+7%	+$405K	1.2%	26
2022 Q1	$6.09M	Buy	125,582 +42,071	+50%	+$2.25M	1.19%	27
2021 Q4	$4.01M	Buy	83,511 +12,281	+17%	+$605K	0.76%	34
2021 Q3	$3.31M	Sell	71,230 -930	-1%	-$43K	0.81%	32
2021 Q2	$3.27M	Buy	72,160 +8,206	+13%	+$366K	0.82%	33
2021 Q1	$2.5M	Buy	+63,954	New	+$2.26M	0.72%	37
2020 Q3	–	Sell	-163,799	Closed	-$4.19M	–	123
2020 Q2	$4.19M	Buy	+163,799	New	+$4.48M	1.72%	19
2020 Q1	–	Sell	-84,987	Closed	-$4.57M	–	133
2019 Q4	$4.57M	Buy	+84,987	New	+$4.45M	1.83%	17

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 Advisory Group's WFC Position: Q1 2026 in Review

Private Advisory Group opened a new position in Wells Fargo (WFC) in Q1 2026: 3,985 shares worth $317K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in WFC as recently as Q4 2022.

Private Advisory Group first reported a position in WFC in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.09M in Q1 2022. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Private Advisory Group held 3,985 shares of Wells Fargo worth $317K as of Q1 2026.
Wells Fargo was a new Private Advisory Group position in Q1 2026.
Wells Fargo made up 0.02% of Private Advisory Group's portfolio in Q1 2026, its #238 holding.
Private Advisory Group first reported a position in Wells Fargo in Q4 2019 and has held it in 11 quarters since.
Private Advisory Group's Wells Fargo position peaked at $6.09M in Q1 2022.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.