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Savvy Advisors Inc’s Wells Fargo WFC Stock Holding History

Savvy Advisors Inc’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 		$3.23M Buy
40,620
+11,926
+42% +$1.02M 0.09% 178
2025
Q4 		$2.67M Buy
28,694
+9,141
+47% +$794K 0.09% 182
2025
Q3 		$1.64M Buy
19,553
+2,404
+14% +$195K 0.08% 192
2025
Q2 		$1.37M Buy
17,149
+4,356
+34% +$314K 0.09% 160
2025
Q1 		$918K Buy
12,793
+1,408
+12% +$106K 0.09% 181
2024
Q4 		$800K Buy
11,385
+898
+9% +$61.3K 0.1% 176
2024
Q3 		$592K Buy
+10,487
New +$593K 0.12% 164

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

Savvy Advisors Inc's WFC Position: Q1 2026 in Review

Savvy Advisors Inc increased its Wells Fargo (WFC) stake by 42% in Q1 2026, buying an estimated $1.02M and bringing the position to 40,620 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #178.

Savvy Advisors Inc first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Savvy Advisors Inc held 40,620 shares of Wells Fargo worth $3.23M as of Q1 2026.
  • Savvy Advisors Inc bought 11,926 Wells Fargo shares in Q1 2026, an estimated $1.02M.
  • Wells Fargo made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #178 holding.
  • Savvy Advisors Inc first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.