Simplicity Wealth’s Wells Fargo WFC Stock Holding History

Simplicity Wealth’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	$4.22M	Sell	53,059 -388	-0.7%	-$33.3K	0.24%	95
2025 Q4	$4.98M	Sell	53,447 -15,936	-23%	-$1.38M	0.3%	72
2025 Q3	$5.82M	Sell	69,383 -32,813	-32%	-$2.66M	0.34%	62
2025 Q2	$8.19M	Buy	102,196 +51,103	+100%	+$3.68M	0.34%	70
2025 Q1	$3.67M	Buy	51,093 +31,716	+164%	+$2.38M	0.29%	78
2024 Q4	$1.36M	Sell	19,377 -20,870	-52%	-$1.42M	0.28%	64
2024 Q3	$2.27M	Sell	40,247 -53,896	-57%	-$3.05M	0.21%	102
2024 Q2	$5.59M	Buy	94,143 +10,793	+13%	+$637K	0.13%	162
2024 Q1	$4.83M	Buy	83,350 +73,181	+720%	+$3.83M	0.12%	179
2023 Q4	$501K	Buy	10,169 +2,916	+40%	+$126K	0.19%	97
2023 Q3	$296K	Buy	7,253 +61	+0.8%	+$2.63K	0.17%	67
2023 Q2	$307K	Buy	+7,192	New	+$289K	0.19%	60

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

Simplicity Wealth's WFC Position: Q1 2026 in Review

Simplicity Wealth reduced its Wells Fargo (WFC) stake by 0.73% in Q1 2026, selling an estimated $33.3K and leaving 53,059 shares worth $4.22M. The position accounts for 0.24% of the portfolio, ranked #95.

Simplicity Wealth first reported a position in WFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.19M in Q2 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Simplicity Wealth held 53,059 shares of Wells Fargo worth $4.22M as of Q1 2026.
Simplicity Wealth sold 388 Wells Fargo shares in Q1 2026, an estimated $33.3K.
Wells Fargo made up 0.24% of Simplicity Wealth's portfolio in Q1 2026, its #95 holding.
Simplicity Wealth first reported a position in Wells Fargo in Q2 2023 and has held it in 12 quarters since.
Simplicity Wealth's Wells Fargo position peaked at $8.19M in Q2 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.