RIA Advisory Group’s Wells Fargo WFC Stock Holding History

RIA Advisory Group’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	$1.38M	Buy	17,375 +3	+0%	+$258	0.33%	46
2025 Q4	$1.62M	Sell	17,372 -491	-3%	-$42.6K	0.39%	40
2025 Q3	$1.5M	Buy	17,863 +17	+0.1%	+$1.38K	0.38%	46
2025 Q2	$1.43M	Buy	17,846 +3	+0%	+$216	0.42%	40
2025 Q1	$1.28M	Sell	17,843 -3,006	-14%	-$226K	0.42%	43
2024 Q4	$1.46M	Sell	20,849 -411	-2%	-$28.1K	0.5%	34
2024 Q3	$1.2M	Buy	+21,260	New	+$1.2M	0.42%	38
2024 Q1	$1.39M	Buy	+23,930	New	+$1.25M	0.56%	27
2023 Q4	–	Sell	-20,633	Closed	-$843K	–	199
2023 Q3	$843K	Buy	20,633 +711	+4%	+$30.7K	0.38%	36
2023 Q2	$850K	Sell	19,922 -694	-3%	-$27.9K	0.37%	41
2023 Q1	$771K	Buy	+20,616	New	+$899K	0.35%	43

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

RIA Advisory Group's WFC Position: Q1 2026 in Review

RIA Advisory Group increased its Wells Fargo (WFC) stake by 0.02% in Q1 2026, buying an estimated $258 and bringing the position to 17,375 shares worth $1.38M. The position accounts for 0.33% of the portfolio, ranked #46.

RIA Advisory Group first reported a position in WFC in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

RIA Advisory Group held 17,375 shares of Wells Fargo worth $1.38M as of Q1 2026.
RIA Advisory Group bought 3 Wells Fargo shares in Q1 2026, an estimated $258.
Wells Fargo made up 0.33% of RIA Advisory Group's portfolio in Q1 2026, its #46 holding.
RIA Advisory Group first reported a position in Wells Fargo in Q1 2023 and has held it in 11 quarters since.
RIA Advisory Group's Wells Fargo position peaked at $1.62M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.