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Ross\Johnson & Associates’s Wells Fargo WFC Stock Holding History

Ross\Johnson & Associates’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 		$87.7K Sell
1,101
-3
-0.3% -$258 1.58% 10
2025
Q4 		$103K Buy
1,104
+3
+0.3% +$260 1.91% 9
2025
Q3 		$92.3K Hold
1,101
– – 1.74% 11
2025
Q2 		$88.2K Sell
1,101
-25
-2% -$1.8K 1.82% 9
2025
Q1 		$80.8K Buy
1,126
+27
+2% +$2.03K 1.39% 10
2024
Q4 		$77.2K Buy
+1,099
New +$75K 1.79% 7

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

Ross\Johnson & Associates's WFC Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Wells Fargo (WFC) stake by 0.27% in Q1 2026, selling an estimated $258 and leaving 1,101 shares worth $87.7K. The position accounts for 1.58% of the portfolio, ranked #10.

Ross\Johnson & Associates first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ross\Johnson & Associates held 1,101 shares of Wells Fargo worth $87.7K as of Q1 2026.
  • Ross\Johnson & Associates sold 3 Wells Fargo shares in Q1 2026, an estimated $258.
  • Wells Fargo made up 1.58% of Ross\Johnson & Associates's portfolio in Q1 2026, its #10 holding.
  • Ross\Johnson & Associates first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Wells Fargo position peaked at $103K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.