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Revisor Wealth Management’s Wells Fargo WFC Stock Holding History

Revisor Wealth Management’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 		$2.4M Sell
30,192
-2,344
-7% -$201K 0.66% 31
2025
Q4 		$2.95M Buy
32,536
+15,683
+93% +$1.36M 0.79% 25
2025
Q3 		$1.35M Buy
16,853
+380
+2% +$30.8K 0.46% 43
2025
Q2 		$1.36M Buy
+16,473
New +$1.19M 0.49% 41

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

Revisor Wealth Management's WFC Position: Q1 2026 in Review

Revisor Wealth Management reduced its Wells Fargo (WFC) stake by 7.2% in Q1 2026, selling an estimated $201K and leaving 30,192 shares worth $2.4M. The position accounts for 0.66% of the portfolio, ranked #31.

Revisor Wealth Management first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.95M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Revisor Wealth Management held 30,192 shares of Wells Fargo worth $2.4M as of Q1 2026.
  • Revisor Wealth Management sold 2,344 Wells Fargo shares in Q1 2026, an estimated $201K.
  • Wells Fargo made up 0.66% of Revisor Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Revisor Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Revisor Wealth Management's Wells Fargo position peaked at $2.95M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.