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Sculati Wealth Management’s Wells Fargo WFC Stock Holding History

Sculati 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 		$202K Sell
2,536
-339
-12% -$29.1K 0.07% 113
2025
Q4 		$268K Sell
2,875
-199
-6% -$17.3K 0.09% 110
2025
Q3 		$258K Hold
3,074
– – 0.09% 115
2025
Q2 		$246K Hold
3,074
– – 0.09% 111
2025
Q1 		$221K Hold
3,074
– – 0.09% 103
2024
Q4 		$216K Buy
+3,074
New +$210K 0.09% 103

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

Sculati Wealth Management's WFC Position: Q1 2026 in Review

Sculati Wealth Management reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $29.1K and leaving 2,536 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #113.

Sculati Wealth Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $268K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sculati Wealth Management held 2,536 shares of Wells Fargo worth $202K as of Q1 2026.
  • Sculati Wealth Management sold 339 Wells Fargo shares in Q1 2026, an estimated $29.1K.
  • Wells Fargo made up 0.07% of Sculati Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Sculati Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Sculati Wealth Management's Wells Fargo position peaked at $268K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.