Red Tortoise LLC’s Wells Fargo WFC Stock Holding History

Red Tortoise LLC’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	$26.7K	Hold	336	–	–	0.01%	167
2025 Q4	$31.3K	Hold	336	–	–	0.01%	151
2025 Q3	$28.2K	Hold	336	–	–	0.01%	159
2025 Q2	$26.9K	Hold	336	–	–	0.01%	142
2025 Q1	$24.1K	Hold	336	–	–	0.01%	141
2024 Q4	$23.6K	Hold	336	–	–	0.01%	150
2024 Q3	$19K	Hold	336	–	–	0.01%	171
2024 Q2	$20K	Hold	336	–	–	0.01%	158
2024 Q1	$19.5K	Hold	336	–	–	0.01%	152
2023 Q4	$16.5K	Sell	336 -140	-29%	-$6.04K	0.01%	145
2023 Q3	$19.4K	Buy	476 +283	+147%	+$12.2K	0.01%	131
2023 Q2	$8.24K	Sell	193 -218	-53%	-$8.78K	0.01%	205
2023 Q1	$15.4K	Hold	411	–	–	0.01%	153
2022 Q4	$17K	Buy	+411	New	+$18.2K	0.01%	191
2021 Q4	–	Sell	-431	Closed	-$18K	–	501
2021 Q3	$18K	Buy	+431	New	+$19.9K	0.01%	176

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 Tortoise LLC's WFC Position: Q1 2026 in Review

Red Tortoise LLC held its Wells Fargo (WFC) position steady in Q1 2026 at 336 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #167.

Red Tortoise LLC first reported a position in WFC in Q3 2021 and has held it in 15 quarters since. The position peaked at $31.3K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Red Tortoise LLC held 336 shares of Wells Fargo worth $26.7K as of Q1 2026.
Red Tortoise LLC left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #167 holding.
Red Tortoise LLC first reported a position in Wells Fargo in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Wells Fargo position peaked at $31.3K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.