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

Private Wealth Management 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	$63.1K	Sell	792 -28	-3%	-$2.4K	0.02%	168
2025 Q4	$76.4K	Hold	820	–	–	0.02%	149
2025 Q3	$68.7K	Hold	820	–	–	0.02%	153
2025 Q2	$65.7K	Buy	820 +28	+4%	+$2.02K	0.02%	143
2025 Q1	$56.9K	Buy	792 +335	+73%	+$25.2K	0.02%	154
2024 Q4	$32.1K	Hold	457	–	–	0.01%	222
2024 Q3	$25.8K	Buy	457 +7	+2%	+$396	0.01%	239
2024 Q2	$26.7K	Hold	450	–	–	0.01%	231
2024 Q1	$26.1K	Hold	450	–	–	0.01%	230
2023 Q4	$22.1K	Buy	+450	New	+$19.4K	0.01%	250

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 Management Group's WFC Position: Q1 2026 in Review

Private Wealth Management Group reduced its Wells Fargo (WFC) stake by 3.4% in Q1 2026, selling an estimated $2.4K and leaving 792 shares worth $63.1K. The position accounts for 0.02% of the portfolio, ranked #168.

Private Wealth Management Group first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $76.4K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Private Wealth Management Group held 792 shares of Wells Fargo worth $63.1K as of Q1 2026.
Private Wealth Management Group sold 28 Wells Fargo shares in Q1 2026, an estimated $2.4K.
Wells Fargo made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #168 holding.
Private Wealth Management Group first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Wells Fargo position peaked at $76.4K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.