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Richard W. Paul & Associates’s Wells Fargo WFC Stock Holding History

Richard W. Paul & Associates’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 		$437K Sell
5,489
-120
-2% -$10.3K 0.15% 123
2025
Q4 		$523K Sell
5,609
-430
-7% -$37.3K 0.17% 115
2025
Q3 		$506K Sell
6,039
-317
-5% -$25.7K 0.17% 117
2025
Q2 		$509K Sell
6,356
-26
-0.4% -$1.88K 0.18% 112
2025
Q1 		$458K Sell
6,382
-58
-0.9% -$4.36K 0.18% 119
2024
Q4 		$452K Sell
6,440
-291
-4% -$19.9K 0.16% 125
2024
Q3 		$380K Sell
6,731
-103
-2% -$5.83K 0.14% 134
2024
Q2 		$406K Sell
6,834
-84
-1% -$4.96K 0.16% 129
2024
Q1 		$401K Sell
6,918
-224
-3% -$11.7K 0.16% 132
2023
Q4 		$352K Sell
7,142
-169
-2% -$7.29K 0.15% 136
2023
Q3 		$299K Sell
7,311
-231
-3% -$9.97K 0.14% 137
2023
Q2 		$322K Sell
7,542
-38
-0.5% -$1.53K 0.14% 146
2023
Q1 		$283K Buy
7,580
+202
+3% +$8.8K 0.13% 151
2022
Q4 		$305K Buy
+7,378
New +$327K 0.15% 145

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

Richard W. Paul & Associates's WFC Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its Wells Fargo (WFC) stake by 2.1% in Q1 2026, selling an estimated $10.3K and leaving 5,489 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #123.

Richard W. Paul & Associates first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $523K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Richard W. Paul & Associates held 5,489 shares of Wells Fargo worth $437K as of Q1 2026.
  • Richard W. Paul & Associates sold 120 Wells Fargo shares in Q1 2026, an estimated $10.3K.
  • Wells Fargo made up 0.15% of Richard W. Paul & Associates's portfolio in Q1 2026, its #123 holding.
  • Richard W. Paul & Associates first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's Wells Fargo position peaked at $523K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.