Seven Mile Advisory’s Wells Fargo WFC Stock Holding History

Seven Mile Advisory’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	$536K	Sell	6,732 -2,549	-27%	-$219K	0.39%	49
2025 Q4	$865K	Sell	9,281 -701	-7%	-$60.9K	0.15%	78
2025 Q3	$837K	Buy	9,982 +2,719	+37%	+$220K	0.14%	81
2025 Q2	$582K	Buy	7,263 +244	+3%	+$17.6K	0.35%	51
2025 Q1	$504K	Buy	7,019 +383	+6%	+$28.8K	0.34%	56
2024 Q4	$466K	Buy	6,636 +430	+7%	+$29.4K	0.3%	63
2024 Q3	$351K	Sell	6,206 -62	-1%	-$3.51K	0.23%	87
2024 Q2	$372K	Buy	6,268 +68	+1%	+$4.01K	0.27%	73
2024 Q1	$359K	Buy	6,200 +330	+6%	+$17.3K	0.27%	80
2023 Q4	$289K	Sell	5,870 -333	-5%	-$14.4K	0.25%	92
2023 Q3	$253K	Buy	6,203 +44	+0.7%	+$1.9K	0.27%	88
2023 Q2	$263K	Buy	+6,159	New	+$248K	0.31%	80

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

Seven Mile Advisory's WFC Position: Q1 2026 in Review

Seven Mile Advisory reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $219K and leaving 6,732 shares worth $536K. The position accounts for 0.39% of the portfolio, ranked #49.

Seven Mile Advisory first reported a position in WFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $865K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Seven Mile Advisory held 6,732 shares of Wells Fargo worth $536K as of Q1 2026.
Seven Mile Advisory sold 2,549 Wells Fargo shares in Q1 2026, an estimated $219K.
Wells Fargo made up 0.39% of Seven Mile Advisory's portfolio in Q1 2026, its #49 holding.
Seven Mile Advisory first reported a position in Wells Fargo in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Wells Fargo position peaked at $865K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.