RWM
WFC icon

Rialto Wealth Management’s Wells Fargo WFC Stock Holding History

Rialto 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 		$45.1K Buy
567
+90
+19% +$7.73K 0.01% 294
2025
Q4 		$44.5K Buy
477
+7
+1% +$608 0.01% 290
2025
Q3 		$39.4K Buy
470
+13
+3% +$1.05K 0.01% 288
2025
Q2 		$36.6K Buy
457
+46
+11% +$3.32K 0.01% 290
2025
Q1 		$29.5K Buy
411
+35
+9% +$2.63K 0.01% 304
2024
Q4 		$26.4K Buy
+376
New +$25.7K 0.01% 310

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

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

Rialto Wealth Management increased its Wells Fargo (WFC) stake by 19% in Q1 2026, buying an estimated $7.73K and bringing the position to 567 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #294.

Rialto Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Rialto Wealth Management held 567 shares of Wells Fargo worth $45.1K as of Q1 2026.
  • Rialto Wealth Management bought 90 Wells Fargo shares in Q1 2026, an estimated $7.73K.
  • Wells Fargo made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #294 holding.
  • Rialto Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.