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Richmond Investment Services’s Wells Fargo WFC Stock Holding History

Richmond Investment Services’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 		$538K Buy
6,756
+82
+1% +$7.04K 0.09% 150
2025
Q4 		$622K Buy
6,674
+202
+3% +$17.5K 0.11% 122
2025
Q3 		$542K Buy
6,472
+50
+0.8% +$4.05K 0.1% 129
2025
Q2 		$515K Buy
6,422
+3,618
+129% +$261K 0.11% 124
2025
Q1 		$201K Buy
+2,804
New +$211K 0.11% 109

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

Richmond Investment Services's WFC Position: Q1 2026 in Review

Richmond Investment Services increased its Wells Fargo (WFC) stake by 1.2% in Q1 2026, buying an estimated $7.04K and bringing the position to 6,756 shares worth $538K. The position accounts for 0.09% of the portfolio, ranked #150.

Richmond Investment Services first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $622K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Richmond Investment Services held 6,756 shares of Wells Fargo worth $538K as of Q1 2026.
  • Richmond Investment Services bought 82 Wells Fargo shares in Q1 2026, an estimated $7.04K.
  • Wells Fargo made up 0.09% of Richmond Investment Services's portfolio in Q1 2026, its #150 holding.
  • Richmond Investment Services first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's Wells Fargo position peaked at $622K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.