Providence Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Buy |
17,515
+13
| +0.1% | +$1.12K | 0.9% | 38 |
|
|
2025
Q4 | $1.69M | Sell |
17,502
-4
| -0% | -$347 | 1.06% | 33 |
|
|
2025
Q3 | $1.52M | Buy |
17,506
+476
| +3% | +$38.6K | 0.96% | 37 |
|
|
2025
Q2 | $1.32M | Buy |
17,030
+725
| +4% | +$52.3K | 0.9% | 38 |
|
|
2025
Q1 | $1.16M | Buy |
16,305
+235
| +1% | +$17.6K | 0.88% | 41 |
|
|
2024
Q4 | $1.16M | Buy |
16,070
+116
| +0.7% | +$7.92K | 0.88% | 39 |
|
|
2024
Q3 | $1.03M | Buy |
15,954
+475
| +3% | +$26.9K | 0.76% | 43 |
|
|
2024
Q2 | $924K | Buy |
15,479
+300
| +2% | +$17.7K | 0.74% | 45 |
|
|
2024
Q1 | $873K | Sell |
15,179
-1,802
| -11% | -$94.3K | 0.75% | 45 |
|
|
2023
Q4 | $1.73M | Buy |
16,981
+2,957
| +21% | +$128K | 1.56% | 18 |
|
|
2023
Q3 | $554K | Buy |
14,024
+350
| +3% | +$15.1K | 0.62% | 48 |
|
|
2023
Q2 | $595K | Sell |
13,674
-1,965
| -13% | -$79.1K | 0.66% | 48 |
|
|
2023
Q1 | $655K | Buy |
15,639
+1,140
| +8% | +$49.7K | 0.48% | 60 |
|
|
2022
Q4 | $615K | Buy |
14,499
+150
| +1% | +$6.64K | 0.46% | 60 |
|
|
2022
Q3 | $670K | Sell |
14,349
-619
| -4% | -$26.6K | 0.5% | 58 |
|
|
2022
Q2 | $585K | Buy |
14,968
+1,550
| +12% | +$68K | 0.42% | 67 |
|
|
2022
Q1 | $654K | Buy |
13,418
+450
| +3% | +$24.1K | 0.42% | 67 |
|
|
2021
Q4 | $719K | Hold |
12,968
| – | – | 0.45% | 62 |
|
|
2021
Q3 | $606K | Buy |
12,968
+200
| +2% | +$9.26K | 0.42% | 66 |
|
|
2021
Q2 | $566K | Hold |
12,768
| – | – | 0.39% | 65 |
|
|
2021
Q1 | $499K | Buy |
12,768
+599
| +5% | +$21.2K | 0.37% | 66 |
|
|
2020
Q4 | $362K | Buy |
12,169
+1,720
| +16% | +$44.5K | 0.3% | 72 |
|
|
2020
Q3 | $246K | Sell |
10,449
-600
| -5% | -$14.8K | 0.24% | 77 |
|
|
2020
Q2 | $283K | Sell |
11,049
-497
| -4% | -$13.6K | 0.29% | 76 |
|
|
2020
Q1 | $309K | Sell |
11,546
-12,275
| -52% | -$522K | 0.37% | 67 |
|
|
2019
Q4 | $1.24M | Buy |
23,821
+11,771
| +98% | +$617K | 1.14% | 33 |
|
|
2019
Q3 | $608K | Buy |
12,050
+175
| +1% | +$8.24K | 0.54% | 59 |
|
|
2019
Q2 | $565K | Hold |
11,875
| – | – | 0.53% | 61 |
|
|
2019
Q1 | $577K | Buy |
11,875
+456
| +4% | +$22.4K | 0.54% | 60 |
|
|
2018
Q4 | $523K | Sell |
11,419
-1,533
| -12% | -$78.5K | 0.58% | 58 |
|
|
2018
Q3 | $681K | Buy |
12,952
+500
| +4% | +$28.5K | 0.62% | 52 |
|
|
2018
Q2 | $690K | Buy |
12,452
+1,150
| +10% | +$61.6K | 0.67% | 52 |
|
|
2018
Q1 | $580K | Buy |
+11,302
| New | +$671K | 0.86% | 45 |
|
Other funds holding WFC
VCM
VPM
Providence Wealth Advisors's WFC Position: Q1 2026 in Review
Providence Wealth Advisors increased its Wells Fargo (WFC) stake by 0.07% in Q1 2026, buying an estimated $1.12K and bringing the position to 17,515 shares worth $1.41M. The position accounts for 0.9% of the portfolio, ranked #38.
Providence Wealth Advisors first reported a position in WFC in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.73M in Q4 2023. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Providence Wealth Advisors held 17,515 shares of Wells Fargo worth $1.41M as of Q1 2026.
- Providence Wealth Advisors bought 13 Wells Fargo shares in Q1 2026, an estimated $1.12K.
- Wells Fargo made up 0.9% of Providence Wealth Advisors's portfolio in Q1 2026, its #38 holding.
- Providence Wealth Advisors first reported a position in Wells Fargo in Q1 2018 and has held it in 33 quarters since.
- Providence Wealth Advisors's Wells Fargo position peaked at $1.73M in Q4 2023.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.