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Sigma Planning Corp’s Wells Fargo WFC Stock Holding History

Sigma Planning Corp’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 		$4.94M Buy
62,097
+4,491
+8% +$386K 0.14% 152
2025
Q4 		$5.37M Buy
57,606
+775
+1% +$67.3K 0.15% 136
2025
Q3 		$4.76M Sell
56,831
-4
-0% -$324 0.14% 149
2025
Q2 		$4.55M Buy
56,835
+3,623
+7% +$261K 0.14% 155
2025
Q1 		$3.82M Buy
53,212
+3,781
+8% +$284K 0.12% 177
2024
Q4 		$3.47M Sell
49,431
-7,800
-14% -$533K 0.11% 186
2024
Q3 		$3.23M Sell
57,231
-2,626
-4% -$149K 0.1% 199
2024
Q2 		$3.55M Sell
59,857
-4,482
-7% -$265K 0.11% 182
2024
Q1 		$3.73M Buy
64,339
+35,206
+121% +$1.84M 0.12% 185
2023
Q4 		$1.43M Sell
29,133
-39,167
-57% -$1.69M 0.11% 197
2023
Q3 		$2.79M Buy
68,300
+149
+0.2% +$6.43K 0.1% 198
2023
Q2 		$2.91M Sell
68,151
-16,880
-20% -$679K 0.1% 212
2023
Q1 		$3.18M Sell
85,031
-753
-0.9% -$32.8K 0.11% 192
2022
Q4 		$3.54M Buy
85,784
+3,147
+4% +$139K 0.13% 176
2022
Q3 		$3.32M Buy
82,637
+302
+0.4% +$13K 0.13% 175
2022
Q2 		$3.23M Sell
82,335
-4,908
-6% -$215K 0.11% 192
2022
Q1 		$4.23M Buy
87,243
+5,810
+7% +$311K 0.13% 167
2021
Q4 		$3.91M Sell
81,433
-14,780
-15% -$728K 0.11% 194
2021
Q3 		$4.46M Buy
96,213
+27,449
+40% +$1.27M 0.13% 164
2021
Q2 		$3.11M Buy
68,764
+9,037
+15% +$404K 0.09% 237
2021
Q1 		$2.33M Buy
59,727
+2,025
+4% +$71.7K 0.07% 285
2020
Q4 		$1.74M Sell
57,702
-14,716
-20% -$381K 0.06% 303
2020
Q3 		$1.7M Sell
72,418
-35,471
-33% -$874K 0.07% 271
2020
Q2 		$2.76M Buy
107,889
+59,201
+122% +$1.62M 0.12% 176
2020
Q1 		$1.4M Sell
48,688
-847
-2% -$36K 0.08% 252
2019
Q4 		$2.67M Buy
49,535
+5,721
+13% +$300K 0.11% 188
2019
Q3 		$2.21M Sell
43,814
-6,248
-12% -$294K 0.11% 203
2019
Q2 		$2.37M Buy
50,062
+11,621
+30% +$543K 0.12% 185
2019
Q1 		$1.86M Buy
38,441
+2,079
+6% +$102K 0.11% 211
2018
Q4 		$1.68M Sell
36,362
-660
-2% -$33.8K 0.12% 179
2018
Q3 		$1.95M Sell
37,022
-10
-0% -$571 0.11% 189
2018
Q2 		$2.05M Sell
37,032
-1,546
-4% -$82.8K 0.14% 174
2018
Q1 		$2.02M Sell
38,578
-998
-3% -$59.3K 0.15% 160
2017
Q4 		$2.4M Buy
39,576
+2,718
+7% +$154K 0.19% 141
2017
Q3 		$2.03M Sell
36,858
-49
-0.1% -$2.6K 0.17% 154
2017
Q2 		$2.04M Buy
36,907
+745
+2% +$39.9K 0.19% 134
2017
Q1 		$2.01M Sell
36,162
-454
-1% -$25.8K 0.19% 131
2016
Q4 		$2.02M Sell
36,616
-6,626
-15% -$333K 0.22% 109
2016
Q3 		$1.92M Sell
43,242
-3,076
-7% -$147K 0.23% 103
2016
Q2 		$2.19M Buy
46,318
+1,947
+4% +$94.9K 0.29% 77
2016
Q1 		$2.15M Sell
44,371
-1,924
-4% -$94.2K 0.29% 77
2015
Q4 		$2.52M Buy
46,295
+1,512
+3% +$82.1K 0.35% 58
2015
Q3 		$2.3M Sell
44,783
-4,293
-9% -$236K 0.36% 57
2015
Q2 		$2.76M Buy
49,076
+4,053
+9% +$226K 0.38% 61
2015
Q1 		$2.45M Buy
45,023
+5,145
+13% +$278K 0.32% 64
2014
Q4 		$2.19M Buy
+39,878
New +$2.11M 0.29% 91

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

Sigma Planning Corp's WFC Position: Q1 2026 in Review

Sigma Planning Corp increased its Wells Fargo (WFC) stake by 7.8% in Q1 2026, buying an estimated $386K and bringing the position to 62,097 shares worth $4.94M. The position accounts for 0.14% of the portfolio, ranked #152.

Sigma Planning Corp first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.37M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sigma Planning Corp held 62,097 shares of Wells Fargo worth $4.94M as of Q1 2026.
  • Sigma Planning Corp bought 4,491 Wells Fargo shares in Q1 2026, an estimated $386K.
  • Wells Fargo made up 0.14% of Sigma Planning Corp's portfolio in Q1 2026, its #152 holding.
  • Sigma Planning Corp first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Wells Fargo position peaked at $5.37M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.