Pure Financial Advisors’s Wells Fargo WFC Stock Holding History

Pure Financial 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	$1.87M	Buy	23,551 +535	+2%	+$46K	0.03%	169
2025 Q4	$2.15M	Buy	23,016 +977	+4%	+$84.8K	0.03%	158
2025 Q3	$1.85M	Buy	22,039 +1,046	+5%	+$84.8K	0.03%	161
2025 Q2	$1.68M	Buy	20,993 +786	+4%	+$56.7K	0.03%	167
2025 Q1	$1.45M	Buy	20,207 +2,317	+13%	+$174K	0.03%	146
2024 Q4	$1.26M	Buy	17,890 +255	+1%	+$17.4K	0.03%	152
2024 Q3	$996K	Buy	17,635 +815	+5%	+$46.1K	0.02%	154
2024 Q2	$999K	Buy	16,820 +705	+4%	+$41.6K	0.03%	148
2024 Q1	$934K	Sell	16,115 -1,278	-7%	-$66.9K	0.03%	150
2023 Q4	$856K	Buy	17,393 +2,199	+14%	+$94.9K	0.03%	154
2023 Q3	$621K	Buy	15,194 +414	+3%	+$17.9K	0.03%	153
2023 Q2	$631K	Sell	14,780 -2,101	-12%	-$84.6K	0.03%	151
2023 Q1	$631K	Buy	16,881 +2,111	+14%	+$92K	0.03%	147
2022 Q4	$610K	Sell	14,770 -777	-5%	-$34.4K	0.03%	143
2022 Q3	$625K	Buy	15,547 +725	+5%	+$31.1K	0.04%	138
2022 Q2	$581K	Buy	14,822 +781	+6%	+$34.3K	0.04%	140
2022 Q1	$680K	Buy	14,041 +362	+3%	+$19.4K	0.03%	133
2021 Q4	$656K	Buy	13,679 +428	+3%	+$21.1K	0.03%	125
2021 Q3	$615K	Buy	13,251 +99	+0.8%	+$4.58K	0.05%	120
2021 Q2	$596K	Buy	13,152 +70	+0.5%	+$3.13K	0.05%	124
2021 Q1	$511K	Buy	13,082 +37	+0.3%	+$1.31K	0.05%	119
2020 Q4	$394K	Buy	+13,045	New	+$338K	0.05%	126
2020 Q1	–	Sell	-5,285	Closed	-$284K	–	146
2019 Q4	$284K	Sell	5,285 -1,516	-22%	-$79.4K	0.05%	122
2019 Q3	$343K	Sell	6,801 -314	-4%	-$14.8K	0.06%	103
2019 Q2	$337K	Hold	7,115	–	–	0.06%	105
2019 Q1	$344K	Sell	7,115 -5	-0.1%	-$246	0.06%	105
2018 Q4	$328K	Sell	7,120 -1,117	-14%	-$57.2K	0.07%	108
2018 Q3	$433K	Buy	+8,237	New	+$470K	0.09%	93
2017 Q4	–	Sell	-6,759	Closed	-$373K	–	109
2017 Q3	$373K	Sell	6,759 -1,601	-19%	-$85.1K	0.1%	84
2017 Q2	$463K	Buy	8,360 +112	+1%	+$6K	0.12%	76
2017 Q1	$459K	Sell	8,248 -76	-0.9%	-$4.31K	0.13%	70
2016 Q4	$459K	Buy	8,324 +1,365	+20%	+$68.6K	0.14%	64
2016 Q3	$308K	Hold	6,959	–	–	0.1%	80
2016 Q2	$329K	Buy	6,959 +190	+3%	+$9.26K	0.11%	76
2016 Q1	$328K	Sell	6,769 -113	-2%	-$5.53K	0.12%	71
2015 Q4	$374K	Buy	6,882 +113	+2%	+$6.13K	0.16%	49
2015 Q3	$348K	Sell	6,769 -5,049	-43%	-$278K	0.16%	46
2015 Q2	$665K	Buy	11,818 +2,109	+22%	+$118K	0.33%	31
2015 Q1	$528K	Buy	9,709 +2,223	+30%	+$120K	0.18%	32
2014 Q4	$410K	Buy	7,486 +727	+11%	+$38.5K	0.14%	42
2014 Q3	$351K	Sell	6,759 -268	-4%	-$13.8K	0.13%	41
2014 Q2	$369K	Sell	7,027 -480	-6%	-$24.1K	0.14%	43
2014 Q1	$370K	Sell	7,507 -1,085	-13%	-$50.5K	0.15%	39
2013 Q4	$390K	Buy	8,592 +885	+11%	+$38.2K	0.17%	37
2013 Q3	$318K	Buy	7,707 +200	+3%	+$8.54K	0.15%	39
2013 Q2	$310K	Buy	+7,507	New	+$293K	0.17%	38

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

Pure Financial Advisors's WFC Position: Q1 2026 in Review

Pure Financial Advisors increased its Wells Fargo (WFC) stake by 2.3% in Q1 2026, buying an estimated $46K and bringing the position to 23,551 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #169.

Pure Financial Advisors first reported a position in WFC in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.15M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Pure Financial Advisors held 23,551 shares of Wells Fargo worth $1.87M as of Q1 2026.
Pure Financial Advisors bought 535 Wells Fargo shares in Q1 2026, an estimated $46K.
Wells Fargo made up 0.03% of Pure Financial Advisors's portfolio in Q1 2026, its #169 holding.
Pure Financial Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 46 quarters since.
Pure Financial Advisors's Wells Fargo position peaked at $2.15M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.