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Regal Investment Advisors’s Wells Fargo WFC Stock Holding History

Regal 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 		$441K Buy
5,535
+16
+0.3% +$1.37K 0.03% 456
2025
Q4 		$514K Buy
5,519
+1,354
+33% +$118K 0.03% 419
2025
Q3 		$349K Buy
4,165
+674
+19% +$54.7K 0.02% 441
2025
Q2 		$280K Sell
3,491
-439
-11% -$31.7K 0.02% 439
2025
Q1 		$282K Sell
3,930
-149
-4% -$11.2K 0.02% 414
2024
Q4 		$287K Buy
+4,079
New +$278K 0.02% 416
2021
Q1 		– Sell
-8,037
Closed -$243K – 437
2020
Q4 		$243K Buy
+8,037
New +$208K 0.03% 406
2020
Q3 		– Sell
-8,249
Closed -$211K – 305
2020
Q2 		$211K Buy
+8,249
New +$226K 0.04% 302
2018
Q3 		– Sell
-28,930
Closed -$1.6M – 344
2018
Q2 		$1.6M Sell
28,930
-7,200
-20% -$386K 0.49% 62
2018
Q1 		$1.89M Sell
36,130
-927
-3% -$55.1K 0.42% 75
2017
Q4 		$2.25M Sell
37,057
-1,216
-3% -$68.7K 0.5% 65
2017
Q3 		$2.11M Sell
38,273
-5,908
-13% -$314K 0.49% 68
2017
Q2 		$2.45M Buy
44,181
+37,557
+567% +$2.01M 0.61% 52
2017
Q1 		$369K Buy
6,624
+881
+15% +$50K 0.1% 189
2016
Q4 		$317K Buy
+5,743
New +$289K 0.09% 196
2016
Q2 		– Sell
-5,640
Closed -$273K – 265
2016
Q1 		$273K Sell
5,640
-719
-11% -$35.2K 0.07% 209
2015
Q4 		$345K Buy
6,359
+262
+4% +$14.2K 0.09% 188
2015
Q3 		$313K Sell
6,097
-12
-0.2% -$660 0.08% 184
2015
Q2 		$343K Sell
6,109
-54
-0.9% -$3.01K 0.09% 180
2015
Q1 		$335K Buy
6,163
+2,989
+94% +$162K 0.08% 189
2014
Q4 		$174K Sell
3,174
-835
-21% -$44.2K 0.05% 243
2014
Q3 		$208K Buy
4,009
+74
+2% +$3.81K 0.06% 216
2014
Q2 		$207K Buy
3,935
+37
+0.9% +$1.86K 0.07% 204
2014
Q1 		$194K Sell
3,898
-213
-5% -$9.92K 0.08% 184
2013
Q4 		$187K Buy
4,111
+2,368
+136% +$102K 0.11% 152
2013
Q3 		$72K Buy
1,743
+1
+0.1% +$43 0.04% 268
2013
Q2 		$72K Buy
+1,742
New +$67.9K 0.04% 261

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

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

Regal Investment Advisors increased its Wells Fargo (WFC) stake by 0.29% in Q1 2026, buying an estimated $1.37K and bringing the position to 5,535 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #456.

Regal Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.45M in Q2 2017. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Regal Investment Advisors held 5,535 shares of Wells Fargo worth $441K as of Q1 2026.
  • Regal Investment Advisors bought 16 Wells Fargo shares in Q1 2026, an estimated $1.37K.
  • Wells Fargo made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #456 holding.
  • Regal Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 27 quarters since.
  • Regal Investment Advisors's Wells Fargo position peaked at $2.45M in Q2 2017.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.