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R.H. Investment Group’s Wells Fargo WFC Stock Holding History

R.H. Investment Group’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 		$5.93M Sell
70,101
-110
-0.2% -$9.45K 4.58% 8
2025
Q4 		$6.54M Sell
70,211
-50
-0.1% -$4.34K 5.48% 5
2025
Q3 		$5.89M Sell
70,261
-1,120
-2% -$90.8K 5.11% 4
2025
Q2 		$5.72M Sell
71,381
-140
-0.2% -$10.1K 5.24% 4
2025
Q1 		$5.13M Sell
71,521
-457
-0.6% -$34.3K 4.94% 6
2024
Q4 		$5.06M Buy
+71,978
New +$4.91M 4.77% 7

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

R.H. Investment Group's WFC Position: Q1 2026 in Review

R.H. Investment Group reduced its Wells Fargo (WFC) stake by 0.16% in Q1 2026, selling an estimated $9.45K and leaving 70,101 shares worth $5.93M. The position accounts for 4.58% of the portfolio, ranked #8.

R.H. Investment Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.54M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • R.H. Investment Group held 70,101 shares of Wells Fargo worth $5.93M as of Q1 2026.
  • R.H. Investment Group sold 110 Wells Fargo shares in Q1 2026, an estimated $9.45K.
  • Wells Fargo made up 4.58% of R.H. Investment Group's portfolio in Q1 2026, its #8 holding.
  • R.H. Investment Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • R.H. Investment Group's Wells Fargo position peaked at $6.54M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.