Prosperity Consulting Group’s Wells Fargo WFC Stock Holding History

Prosperity Consulting 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	$1.04M	Buy	13,073 +570	+5%	+$49K	0.05%	244
2025 Q4	$1.17M	Buy	12,503 +450	+4%	+$39.1K	0.05%	228
2025 Q3	$1.01M	Buy	12,053 +1,724	+17%	+$140K	0.05%	246
2025 Q2	$828K	Buy	10,329 +497	+5%	+$35.8K	0.06%	255
2025 Q1	$706K	Buy	9,832 +3,460	+54%	+$260K	0.05%	262
2024 Q4	$448K	Buy	6,372 +1,290	+25%	+$88.1K	0.03%	329
2024 Q3	$287K	Buy	5,082 +89	+2%	+$5.03K	0.02%	381
2024 Q2	$297K	Buy	4,993 +349	+8%	+$20.6K	0.04%	258
2024 Q1	$269K	Buy	4,644 +578	+14%	+$30.2K	0.03%	287
2023 Q4	$200K	Buy	+4,066	New	+$175K	0.07%	197

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

Prosperity Consulting Group's WFC Position: Q1 2026 in Review

Prosperity Consulting Group increased its Wells Fargo (WFC) stake by 4.6% in Q1 2026, buying an estimated $49K and bringing the position to 13,073 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #244.

Prosperity Consulting Group first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Prosperity Consulting Group held 13,073 shares of Wells Fargo worth $1.04M as of Q1 2026.
Prosperity Consulting Group bought 570 Wells Fargo shares in Q1 2026, an estimated $49K.
Wells Fargo made up 0.05% of Prosperity Consulting Group's portfolio in Q1 2026, its #244 holding.
Prosperity Consulting Group first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Prosperity Consulting Group's Wells Fargo position peaked at $1.17M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.