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Prudent Man Advisors’s Wells Fargo WFC Stock Holding History

Prudent Man Advisors’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 		$977K Buy
12,274
+4,022
+49% +$345K 0.29% 76
2025
Q4 		$769K Sell
8,252
-88
-1% -$7.64K 0.28% 76
2025
Q3 		$699K Sell
8,340
-8,030
-49% -$651K 0.26% 78
2025
Q2 		$1.31M Sell
16,370
-2,328
-12% -$168K 0.42% 57
2025
Q1 		$1.34M Buy
18,698
+442
+2% +$33.2K 0.49% 38
2024
Q4 		$1.28M Sell
18,256
-2,280
-11% -$156K 0.47% 44
2024
Q3 		$1.16M Sell
20,536
-437
-2% -$24.7K 0.39% 62
2024
Q2 		$1.25M Buy
20,973
+718
+4% +$42.4K 0.44% 49
2024
Q1 		$1.17M Sell
20,255
-1,606
-7% -$84K 0.44% 52
2023
Q4 		$1.08M Sell
21,861
-1,374
-6% -$59.3K 0.4% 57
2023
Q3 		$949K Buy
23,235
+6,587
+40% +$284K 0.38% 62
2023
Q2 		$711K Sell
16,648
-85
-0.5% -$3.42K 0.27% 78
2023
Q1 		$625K Sell
16,733
-322
-2% -$14K 0.24% 94
2022
Q4 		$704K Buy
17,055
+266
+2% +$11.8K 0.28% 77
2022
Q3 		$675K Buy
16,789
+893
+6% +$38.4K 0.32% 66
2022
Q2 		$623K Sell
15,896
-8
-0.1% -$351 0.29% 69
2022
Q1 		$771K Sell
15,904
-266
-2% -$14.2K 0.31% 66
2021
Q4 		$776K Sell
16,170
-3,267
-17% -$161K 0.3% 64
2021
Q3 		$902K Sell
19,437
-150
-0.8% -$6.94K 0.34% 57
2021
Q2 		$887K Buy
+19,587
New +$875K 0.34% 58

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudent Man Advisors's WFC Position: Q1 2026 in Review

Prudent Man Advisors increased its Wells Fargo (WFC) stake by 49% in Q1 2026, buying an estimated $345K and bringing the position to 12,274 shares worth $977K. The position accounts for 0.29% of the portfolio, ranked #76.

Prudent Man Advisors first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.34M in Q1 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Prudent Man Advisors held 12,274 shares of Wells Fargo worth $977K as of Q1 2026.
  • Prudent Man Advisors bought 4,022 Wells Fargo shares in Q1 2026, an estimated $345K.
  • Wells Fargo made up 0.29% of Prudent Man Advisors's portfolio in Q1 2026, its #76 holding.
  • Prudent Man Advisors first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
  • Prudent Man Advisors's Wells Fargo position peaked at $1.34M in Q1 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.