SWM
WFC icon

SHP Wealth Management’s Wells Fargo WFC Stock Holding History

SHP 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 		$125K Buy
1,569
+177
+13% +$15.2K 0.01% 343
2025
Q4 		$130K Buy
+1,392
New +$121K 0.01% 313

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Wells Fargo (WFC) stake by 13% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,569 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #343.

SHP Wealth Management first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $130K in Q4 2025. 2,808 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • SHP Wealth Management held 1,569 shares of Wells Fargo worth $125K as of Q1 2026.
  • SHP Wealth Management bought 177 Wells Fargo shares in Q1 2026, an estimated $15.2K.
  • Wells Fargo made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #343 holding.
  • SHP Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Wells Fargo position peaked at $130K in Q4 2025.
  • 2,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.