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Roberts Wealth Advisors’s Wells Fargo WFC Stock Holding History

Roberts Wealth Advisors’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 		$428K Buy
5,377
+621
+13% +$53.3K 0.11% 86
2025
Q4 		$443K Buy
+4,756
New +$413K 0.12% 82
2022
Q2 		– Sell
-32,324
Closed -$1.57M – 91
2022
Q1 		$1.57M Buy
32,324
+239
+0.7% +$12.8K 0.62% 49
2021
Q4 		$1.63M Buy
32,085
+1,410
+5% +$69.4K 0.59% 51
2021
Q3 		$1.42M Buy
+30,675
New +$1.42M 0.56% 53

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

Roberts Wealth Advisors's WFC Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Wells Fargo (WFC) stake by 13% in Q1 2026, buying an estimated $53.3K and bringing the position to 5,377 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #86.

Roberts Wealth Advisors first reported a position in WFC in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Roberts Wealth Advisors held 5,377 shares of Wells Fargo worth $428K as of Q1 2026.
  • Roberts Wealth Advisors bought 621 Wells Fargo shares in Q1 2026, an estimated $53.3K.
  • Wells Fargo made up 0.11% of Roberts Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Roberts Wealth Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 5 quarters since.
  • Roberts Wealth Advisors's Wells Fargo position peaked at $1.63M in Q4 2021.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.