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Ritholtz Wealth Management’s Wells Fargo WFC Stock Holding History

Ritholtz 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
2021
Q3 		– Sell
-5,000
Closed -$72K – 581
2021
Q2 		$72K Buy
5,000
+1,000
+25% +$44.7K 0.01% 501
2021
Q1 		$43K Buy
+4,000
New +$142K ﹤0.01% 452

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

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

Ritholtz Wealth Management reduced its Wells Fargo (WFC) stake by 0.58% in Q1 2026, selling an estimated $43.2K and leaving 85,832 shares worth $6.83M. The position accounts for 0.12% of the portfolio, ranked #104.

Ritholtz Wealth Management first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.05M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ritholtz Wealth Management held 85,832 shares of Wells Fargo worth $6.83M as of Q1 2026.
  • Ritholtz Wealth Management sold 503 Wells Fargo shares in Q1 2026, an estimated $43.2K.
  • Wells Fargo made up 0.12% of Ritholtz Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Ritholtz Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
  • Ritholtz Wealth Management's Wells Fargo position peaked at $8.05M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.