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Realta Investment Advisors’s Wells Fargo WFC Stock Holding History

Realta Investment 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 		– Sell
-2,233
Closed -$208K – 404
2025
Q4 		$208K Buy
+2,233
New +$194K 0.07% 194
2024
Q3 		– Sell
-22,646
Closed -$1.34M – 775
2024
Q2 		$1.34M Sell
22,646
-1,869
-8% -$110K 0.26% 94
2024
Q1 		$1.42M Sell
24,515
-1,340
-5% -$70.1K 0.29% 78
2023
Q4 		$1.27M Sell
25,855
-502
-2% -$21.7K 0.29% 82
2023
Q3 		$1.12M Hold
26,357
– – 0.26% 92
2023
Q2 		$1.12M Buy
26,357
+1,784
+7% +$71.8K 0.25% 95
2023
Q1 		$919K Sell
24,573
-2,879
-10% -$125K 0.22% 113
2022
Q4 		$1.13M Sell
27,452
-1,504
-5% -$66.6K 0.28% 89
2022
Q3 		$1.17M Buy
28,956
+7,706
+36% +$331K 0.31% 73
2022
Q2 		$848K Sell
21,250
-1,376
-6% -$60.4K 0.21% 116
2022
Q1 		$1.1M Sell
22,626
-602
-3% -$32.2K 0.22% 102
2021
Q4 		$1.11M Buy
23,228
+99
+0.4% +$4.87K 0.25% 99
2021
Q3 		$1.07M Buy
23,129
+684
+3% +$31.7K 0.25% 94
2021
Q2 		$1.02M Sell
22,445
-144
-0.6% -$6.43K 0.24% 105
2021
Q1 		$883K Buy
22,589
+1,275
+6% +$45.1K 0.23% 112
2020
Q4 		$643K Sell
21,314
-14,225
-40% -$368K 0.18% 134
2020
Q3 		$836K Buy
35,539
+1,088
+3% +$26.8K 0.28% 84
2020
Q2 		$882K Buy
34,451
+12,886
+60% +$353K 0.29% 83
2020
Q1 		$619K Buy
21,565
+3,118
+17% +$133K 0.27% 100
2019
Q4 		$997K Buy
18,447
+861
+5% +$45.1K 0.27% 74
2019
Q3 		$884K Sell
17,586
-518
-3% -$24.4K 0.24% 82
2019
Q2 		$858K Buy
18,104
+600
+3% +$28.1K 0.24% 91
2019
Q1 		$849K Buy
+17,504
New +$861K 0.39% 65

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

Realta Investment Advisors's WFC Position: Q1 2026 in Review

Realta Investment Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,233 shares — an estimated $208K sold.

Realta Investment Advisors first reported a position in WFC in Q1 2019 and held it in 23 quarters. The position peaked at $1.42M in Q1 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Realta Investment Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 2,233 Wells Fargo shares in Q1 2026, an estimated $208K.
  • Realta Investment Advisors first reported a position in Wells Fargo in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Wells Fargo position peaked at $1.42M in Q1 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.