SFMG Wealth Advisors’s Wells Fargo WFC Stock Holding History

SFMG Wealth Advisors’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	$320K	Buy	4,020 +122	+3%	+$10.5K	0.02%	242
2025 Q4	$363K	Buy	3,898 +180	+5%	+$15.6K	0.02%	222
2025 Q3	$312K	Buy	+3,718	New	+$302K	0.02%	226
2023 Q4	–	Sell	-6,036	Closed	-$247K	–	285
2023 Q3	$247K	Buy	+6,036	New	+$261K	0.03%	202
2015 Q2	–	Sell	-4,007	Closed	-$218K	–	170
2015 Q1	$218K	Buy	+4,007	New	+$217K	0.02%	162

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

SFMG Wealth Advisors's WFC Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Wells Fargo (WFC) stake by 3.1% in Q1 2026, buying an estimated $10.5K and bringing the position to 4,020 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #242.

SFMG Wealth Advisors first reported a position in WFC in Q1 2015 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

SFMG Wealth Advisors held 4,020 shares of Wells Fargo worth $320K as of Q1 2026.
SFMG Wealth Advisors bought 122 Wells Fargo shares in Q1 2026, an estimated $10.5K.
Wells Fargo made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #242 holding.
SFMG Wealth Advisors first reported a position in Wells Fargo in Q1 2015 and has held it in 5 quarters since.
SFMG Wealth Advisors's Wells Fargo position peaked at $363K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.