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RMG Wealth Management’s Wells Fargo WFC Stock Holding History

RMG 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 		$93.5K Buy
1,271
+6
+0.5% +$515 0.01% 122
2025
Q4 		$111K Buy
1,265
+5
+0.4% +$434 0.01% 95
2025
Q3 		$106K Buy
1,260
+6
+0.5% +$487 0.01% 85
2025
Q2 		$101K Buy
+1,254
New +$90.4K 0.02% 85

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

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

RMG Wealth Management increased its Wells Fargo (WFC) stake by 0.47% in Q1 2026, buying an estimated $515 and bringing the position to 1,271 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #122.

RMG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $111K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • RMG Wealth Management held 1,271 shares of Wells Fargo worth $93.5K as of Q1 2026.
  • RMG Wealth Management bought 6 Wells Fargo shares in Q1 2026, an estimated $515.
  • Wells Fargo made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #122 holding.
  • RMG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Wells Fargo position peaked at $111K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.