RiverFront Investment Group’s Wells Fargo WFC Stock Holding History

RiverFront Investment 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	$10.2M	Buy	128,188 +6,281	+5%	+$539K	0.16%	71
2025 Q4	$11.4M	Buy	121,907 +10,753	+10%	+$934K	0.19%	63
2025 Q3	$9.32M	Buy	111,154 +3,664	+3%	+$297K	0.16%	68
2025 Q2	$8.61M	Buy	107,490 +5,150	+5%	+$371K	0.17%	66
2025 Q1	$7.35M	Sell	102,340 -7,156	-7%	-$537K	0.16%	70
2024 Q4	$7.69M	Sell	109,496 -6,998	-6%	-$478K	0.18%	68
2024 Q3	$6.58M	Sell	116,494 -136	-0.1%	-$7.69K	0.15%	68
2024 Q2	$6.93M	Buy	+116,630	New	+$6.89M	0.18%	62

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

RiverFront Investment Group's WFC Position: Q1 2026 in Review

RiverFront Investment Group increased its Wells Fargo (WFC) stake by 5.2% in Q1 2026, buying an estimated $539K and bringing the position to 128,188 shares worth $10.2M. The position accounts for 0.16% of the portfolio, ranked #71.

RiverFront Investment Group first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

RiverFront Investment Group held 128,188 shares of Wells Fargo worth $10.2M as of Q1 2026.
RiverFront Investment Group bought 6,281 Wells Fargo shares in Q1 2026, an estimated $539K.
Wells Fargo made up 0.16% of RiverFront Investment Group's portfolio in Q1 2026, its #71 holding.
RiverFront Investment Group first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
RiverFront Investment Group's Wells Fargo position peaked at $11.4M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.