Red Reef Advisors’s Wells Fargo WFC Stock Holding History

Red Reef 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	$516K	Sell	6,480 -770	-11%	-$66.1K	0.54%	66
2025 Q4	$676K	Buy	+7,250	New	+$629K	0.69%	55

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

Red Reef Advisors's WFC Position: Q1 2026 in Review

Red Reef Advisors reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $66.1K and leaving 6,480 shares worth $516K. The position accounts for 0.54% of the portfolio, ranked #66.

Red Reef Advisors first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $676K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Red Reef Advisors held 6,480 shares of Wells Fargo worth $516K as of Q1 2026.
Red Reef Advisors sold 770 Wells Fargo shares in Q1 2026, an estimated $66.1K.
Wells Fargo made up 0.54% of Red Reef Advisors's portfolio in Q1 2026, its #66 holding.
Red Reef Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
Red Reef Advisors's Wells Fargo position peaked at $676K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.