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Royal Capital Wealth Management’s Wells Fargo WFC Stock Holding History

Royal Capital 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 		$1.05M Buy
13,159
+22
+0.2% +$1.89K 0.65% 31
2025
Q4 		$1.22M Buy
13,137
+21
+0.2% +$1.82K 0.72% 28
2025
Q3 		$1.1M Buy
13,116
+22
+0.2% +$1.78K 0.67% 31
2025
Q2 		$1.05M Buy
13,094
+21
+0.2% +$1.51K 0.7% 32
2025
Q1 		$939K Buy
13,073
+374
+3% +$28.1K 0.66% 32
2024
Q4 		$892K Buy
12,699
+3,348
+36% +$229K 0.63% 31
2024
Q3 		$528K Sell
9,351
-336
-3% -$19K 0.37% 46
2024
Q2 		$575K Buy
9,687
+12
+0.1% +$708 0.43% 41
2024
Q1 		$561K Buy
9,675
+13
+0.1% +$680 0.44% 40
2023
Q4 		$476K Buy
9,662
+16
+0.2% +$690 0.41% 50
2023
Q3 		$394K Sell
9,646
-265
-3% -$11.4K 0.38% 51
2023
Q2 		$423K Buy
9,911
+14
+0.1% +$564 0.4% 48
2023
Q1 		$370K Buy
9,897
+264
+3% +$11.5K 0.37% 56
2022
Q4 		$398K Buy
9,633
+13
+0.1% +$575 0.42% 52
2022
Q3 		$387K Buy
9,620
+13
+0.1% +$559 0.45% 49
2022
Q2 		$376K Sell
9,607
-189
-2% -$8.29K 0.41% 58
2022
Q1 		$475K Buy
9,796
+10
+0.1% +$535 0.46% 51
2021
Q4 		$470K Buy
+9,786
New +$482K 0.46% 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

Royal Capital Wealth Management's WFC Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Wells Fargo (WFC) stake by 0.17% in Q1 2026, buying an estimated $1.89K and bringing the position to 13,159 shares worth $1.05M. The position accounts for 0.65% of the portfolio, ranked #31.

Royal Capital Wealth Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Royal Capital Wealth Management held 13,159 shares of Wells Fargo worth $1.05M as of Q1 2026.
  • Royal Capital Wealth Management bought 22 Wells Fargo shares in Q1 2026, an estimated $1.89K.
  • Wells Fargo made up 0.65% of Royal Capital Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Royal Capital Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Wells Fargo position peaked at $1.22M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.