RMR Wealth Builders’s Wells Fargo WFC Stock Holding History

RMR Wealth Builders’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	–	Sell	-2,169	Closed	-$202K	–	293
2025 Q4	$202K	Buy	+2,169	New	+$188K	0.02%	270
2021 Q2	–	Sell	-1,550	Closed	-$61K	–	708
2021 Q1	$61K	Buy	1,550 +568	+58%	+$20.1K	0.02%	338
2020 Q4	$30K	Buy	+982	New	+$25.4K	0.01%	312
2020 Q3	–	Sell	-3,884	Closed	-$99K	–	464
2020 Q2	$99K	Buy	+3,884	New	+$106K	0.09%	171
2019 Q4	$1.1M	Buy	+20,489	New	+$1.07M	1.06%	25

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

RMR Wealth Builders's WFC Position: Q1 2026 in Review

RMR Wealth Builders sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,169 shares — an estimated $202K sold.

RMR Wealth Builders first reported a position in WFC in Q4 2019 and held it in 5 quarters. The position peaked at $1.1M in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

RMR Wealth Builders reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
RMR Wealth Builders sold 2,169 Wells Fargo shares in Q1 2026, an estimated $202K.
RMR Wealth Builders first reported a position in Wells Fargo in Q4 2019 and held it in 5 quarters.
RMR Wealth Builders's Wells Fargo position peaked at $1.1M in Q4 2019.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.