Private Wealth Asset Management’s Wells Fargo WFC Stock Holding History

Private Wealth Asset Management’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	$2.15M	Sell	27,030 -694	-3%	-$59.6K	0.23%	74
2025 Q4	$2.58M	Sell	27,724 -271	-1%	-$23.5K	0.28%	61
2025 Q3	$2.35M	Sell	27,995 -891	-3%	-$72.3K	0.28%	57
2025 Q2	$2.31M	Sell	28,886 -2,626	-8%	-$189K	0.31%	57
2025 Q1	$2.26M	Buy	+31,512	New	+$2.37M	0.33%	55

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 Wealth Asset Management's WFC Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Wells Fargo (WFC) stake by 2.5% in Q1 2026, selling an estimated $59.6K and leaving 27,030 shares worth $2.15M. The position accounts for 0.23% of the portfolio, ranked #74.

Private Wealth Asset Management first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.58M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Private Wealth Asset Management held 27,030 shares of Wells Fargo worth $2.15M as of Q1 2026.
Private Wealth Asset Management sold 694 Wells Fargo shares in Q1 2026, an estimated $59.6K.
Wells Fargo made up 0.23% of Private Wealth Asset Management's portfolio in Q1 2026, its #74 holding.
Private Wealth Asset Management first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Wells Fargo position peaked at $2.58M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.