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Sittner & Nelson’s Wells Fargo WFC Stock Holding History

Sittner & Nelson’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 		$1.14M Sell
14,364
-203
-1% -$17.4K 0.42% 55
2025
Q4 		$1.37M Buy
14,567
+204
+1% +$17.7K 0.48% 41
2025
Q3 		$1.2M Buy
14,363
+1
+0% +$81 0.44% 45
2025
Q2 		$1.15M Sell
14,362
-299
-2% -$21.6K 0.46% 42
2025
Q1 		$1.05M Sell
14,661
-727
-5% -$54.6K 0.45% 40
2024
Q4 		$1.08M Sell
15,388
-399
-3% -$27.2K 0.47% 40
2024
Q3 		$892K Sell
15,787
-1,000
-6% -$56.6K 0.4% 45
2024
Q2 		$997K Sell
16,787
-64
-0.4% -$3.78K 0.49% 40
2024
Q1 		$977K Sell
16,851
-270
-2% -$14.1K 0.49% 40
2023
Q4 		$843K Sell
17,121
-1,038
-6% -$44.8K 0.45% 44
2023
Q3 		$742K Buy
18,159
+495
+3% +$21.4K 0.43% 46
2023
Q2 		$754K Sell
17,664
-506
-3% -$20.4K 0.41% 47
2023
Q1 		$679K Sell
18,170
-393
-2% -$17.1K 0.39% 48
2022
Q4 		$766K Buy
18,563
+4,346
+31% +$192K 0.47% 44
2022
Q3 		$572K Sell
14,217
-1,062
-7% -$45.6K 0.38% 51
2022
Q2 		$598K Buy
15,279
+937
+7% +$41.1K 0.39% 51
2022
Q1 		$695K Hold
14,342
– – 0.4% 47
2021
Q4 		$688K Hold
14,342
– – 0.4% 52
2021
Q3 		$666K Buy
14,342
+1,183
+9% +$54.8K 0.43% 49
2021
Q2 		$596K Hold
13,159
– – 0.42% 47
2021
Q1 		$514K Sell
13,159
-414
-3% -$14.7K 0.38% 51
2020
Q4 		$410K Buy
+13,573
New +$351K 0.37% 54

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

Sittner & Nelson's WFC Position: Q1 2026 in Review

Sittner & Nelson reduced its Wells Fargo (WFC) stake by 1.4% in Q1 2026, selling an estimated $17.4K and leaving 14,364 shares worth $1.14M. The position accounts for 0.42% of the portfolio, ranked #55.

Sittner & Nelson first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sittner & Nelson held 14,364 shares of Wells Fargo worth $1.14M as of Q1 2026.
  • Sittner & Nelson sold 203 Wells Fargo shares in Q1 2026, an estimated $17.4K.
  • Wells Fargo made up 0.42% of Sittner & Nelson's portfolio in Q1 2026, its #55 holding.
  • Sittner & Nelson first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Wells Fargo position peaked at $1.37M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.