QPW
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Quantum Private Wealth’s Wells Fargo WFC Stock Holding History

Quantum Private Wealth’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 		$219K Hold
2,750
– – 0.07% 151
2025
Q4 		$256K Hold
2,750
– – 0.07% 142
2025
Q3 		$231K Hold
2,750
– – 0.07% 161
2025
Q2 		$220K Buy
+2,750
New +$198K 0.07% 157
2025
Q1 		– Sell
-3,463
Closed -$243K – 183
2024
Q4 		$243K Buy
+3,463
New +$236K 0.08% 159
2024
Q3 		– Sell
-3,463
Closed -$206K – 196
2024
Q2 		$206K Hold
3,463
– – 0.07% 173
2024
Q1 		$201K Buy
+3,463
New +$181K 0.07% 170

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

Quantum Private Wealth's WFC Position: Q1 2026 in Review

Quantum Private Wealth held its Wells Fargo (WFC) position steady in Q1 2026 at 2,750 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #151.

Quantum Private Wealth first reported a position in WFC in Q1 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Quantum Private Wealth held 2,750 shares of Wells Fargo worth $219K as of Q1 2026.
  • Quantum Private Wealth left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.07% of Quantum Private Wealth's portfolio in Q1 2026, its #151 holding.
  • Quantum Private Wealth first reported a position in Wells Fargo in Q1 2024 and has held it in 7 quarters since.
  • Quantum Private Wealth's Wells Fargo position peaked at $256K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.