Quadcap Wealth Management’s Wells Fargo WFC Stock Holding History

Quadcap Wealth Management’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	$725K	Sell	9,112 -235	-3%	-$20.2K	0.08%	205
2025 Q4	$871K	Sell	9,347 -70	-0.7%	-$6.08K	0.1%	170
2025 Q3	$789K	Sell	9,417 -599	-6%	-$48.6K	0.09%	184
2025 Q2	$802K	Buy	10,016 +206	+2%	+$14.9K	0.1%	175
2025 Q1	$704K	Buy	9,810 +306	+3%	+$23K	0.1%	190
2024 Q4	$668K	Sell	9,504 -41	-0.4%	-$2.8K	0.1%	198
2024 Q3	$539K	Sell	9,545 -401	-4%	-$22.7K	0.08%	238
2024 Q2	$591K	Sell	9,946 -256	-3%	-$15.1K	0.11%	214
2024 Q1	$591K	Sell	10,202 -1,501	-13%	-$78.5K	0.13%	182
2023 Q4	$576K	Buy	+11,703	New	+$505K	0.15%	183

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

Quadcap Wealth Management's WFC Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Wells Fargo (WFC) stake by 2.5% in Q1 2026, selling an estimated $20.2K and leaving 9,112 shares worth $725K. The position accounts for 0.08% of the portfolio, ranked #205.

Quadcap Wealth Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $871K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Quadcap Wealth Management held 9,112 shares of Wells Fargo worth $725K as of Q1 2026.
Quadcap Wealth Management sold 235 Wells Fargo shares in Q1 2026, an estimated $20.2K.
Wells Fargo made up 0.08% of Quadcap Wealth Management's portfolio in Q1 2026, its #205 holding.
Quadcap Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's Wells Fargo position peaked at $871K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.