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RKL Wealth Management’s Wells Fargo WFC Stock Holding History

RKL 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 		$294K Sell
3,689
-4,437
-55% -$381K 0.03% 159
2025
Q4 		$757K Buy
8,126
+148
+2% +$12.8K 0.06% 109
2025
Q3 		$669K Sell
7,978
-41
-0.5% -$3.33K 0.06% 113
2025
Q2 		$643K Sell
8,019
-166
-2% -$12K 0.06% 115
2025
Q1 		$588K Buy
8,185
+5,113
+166% +$384K 0.06% 113
2024
Q4 		$216K Buy
+3,072
New +$210K 0.02% 167
2024
Q3 		– Sell
-3,510
Closed -$208K – 165
2024
Q2 		$208K Sell
3,510
-33
-0.9% -$1.95K 0.02% 143
2024
Q1 		$205K Buy
+3,543
New +$185K 0.02% 155
2018
Q4 		– Sell
-4,891
Closed -$257K – 127
2018
Q3 		$257K Buy
4,891
+37
+0.8% +$2.11K 0.05% 120
2018
Q2 		$272K Sell
4,854
-246
-5% -$13.2K 0.06% 120
2018
Q1 		$267K Buy
5,100
+144
+3% +$8.55K 0.06% 123
2017
Q4 		$300K Sell
4,956
-4,571
-48% -$258K 0.07% 120
2017
Q3 		$413K Buy
9,527
+4,180
+78% +$222K 0.12% 110
2017
Q2 		$299K Buy
+5,347
New +$286K 0.09% 121
2016
Q3 		– Sell
-22,123
Closed -$1.06M – 77
2016
Q2 		$1.06M Sell
22,123
-85,382
-79% -$4.16M 0.55% 40
2016
Q1 		$5.2M Buy
107,505
+3,862
+4% +$189K 2.99% 19
2015
Q4 		$56.4K Buy
103,643
+7,226
+7% +$392K 26.17% 1
2015
Q3 		$4.95M Buy
96,417
+3,185
+3% +$175K 3.12% 16
2015
Q2 		$5.24M Buy
93,232
+6,677
+8% +$372K 3.14% 15
2015
Q1 		$4.71M Buy
86,555
+7,076
+9% +$382K 2.85% 16
2014
Q4 		$4.36M Buy
79,479
+4,378
+6% +$232K 2.84% 17
2014
Q3 		$3.9M Buy
75,101
+4,276
+6% +$220K 2.72% 17
2014
Q2 		$3.72M Buy
+70,825
New +$3.56M 2.73% 18

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

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

RKL Wealth Management reduced its Wells Fargo (WFC) stake by 55% in Q1 2026, selling an estimated $381K and leaving 3,689 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #159.

RKL Wealth Management first reported a position in WFC in Q2 2014 and has held it in 23 quarters since. The position peaked at $5.24M in Q2 2015. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • RKL Wealth Management held 3,689 shares of Wells Fargo worth $294K as of Q1 2026.
  • RKL Wealth Management sold 4,437 Wells Fargo shares in Q1 2026, an estimated $381K.
  • Wells Fargo made up 0.03% of RKL Wealth Management's portfolio in Q1 2026, its #159 holding.
  • RKL Wealth Management first reported a position in Wells Fargo in Q2 2014 and has held it in 23 quarters since.
  • RKL Wealth Management's Wells Fargo position peaked at $5.24M in Q2 2015.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.