Safeguard Investment Advisory Group’s Wells Fargo WFC Stock Holding History

Safeguard Investment Advisory Group’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	$384K	Buy	4,823 +89	+2%	+$7.64K	0.11%	81
2025 Q4	$441K	Sell	4,734 -2,917	-38%	-$253K	0.11%	79
2025 Q3	$641K	Buy	7,651 +75	+1%	+$6.08K	0.16%	64
2025 Q2	$607K	Sell	7,576 -328	-4%	-$23.6K	0.15%	66
2025 Q1	$568K	Buy	7,904 +2,065	+35%	+$155K	0.15%	61
2024 Q4	$410K	Buy	5,839 +137	+2%	+$9.35K	0.11%	69
2024 Q3	$322K	Buy	5,702 +1,597	+39%	+$90.3K	0.09%	78
2024 Q2	$244K	Buy	+4,105	New	+$242K	0.08%	89
2021 Q1	–	Sell	-1,152	Closed	-$34K	–	722
2020 Q4	$34K	Buy	+1,152	New	+$29.8K	0.03%	244

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

Safeguard Investment Advisory Group's WFC Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Wells Fargo (WFC) stake by 1.9% in Q1 2026, buying an estimated $7.64K and bringing the position to 4,823 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #81.

Safeguard Investment Advisory Group first reported a position in WFC in Q4 2020 and has held it in 9 quarters since. The position peaked at $641K in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Safeguard Investment Advisory Group held 4,823 shares of Wells Fargo worth $384K as of Q1 2026.
Safeguard Investment Advisory Group bought 89 Wells Fargo shares in Q1 2026, an estimated $7.64K.
Wells Fargo made up 0.11% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #81 holding.
Safeguard Investment Advisory Group first reported a position in Wells Fargo in Q4 2020 and has held it in 9 quarters since.
Safeguard Investment Advisory Group's Wells Fargo position peaked at $641K in Q3 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.