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Shulman DeMeo Asset Management’s Wells Fargo WFC Stock Holding History

Shulman DeMeo Asset 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 		– Sell
-2,220
Closed -$207K – 147
2025
Q4 		$207K Buy
+2,220
New +$193K 0.05% 109
2020
Q1 		– Sell
-7,702
Closed -$414K – 129
2019
Q4 		$414K Buy
+7,702
New +$403K 0.14% 75

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shulman DeMeo Asset Management's WFC Position: Q1 2026 in Review

Shulman DeMeo Asset Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,220 shares — an estimated $207K sold.

Shulman DeMeo Asset Management first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $414K in Q4 2019. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Shulman DeMeo Asset Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 2,220 Wells Fargo shares in Q1 2026, an estimated $207K.
  • Shulman DeMeo Asset Management first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
  • Shulman DeMeo Asset Management's Wells Fargo position peaked at $414K in Q4 2019.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.