Smartleaf Asset Management’s Wells Fargo WFC Stock Holding History

Smartleaf 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	$3.77M	Buy	49,044 +4,931	+11%	+$424K	0.14%	134
2025 Q4	$4.16M	Buy	44,113 +6,025	+16%	+$523K	0.16%	114
2025 Q3	$3.22M	Buy	38,088 +13,393	+54%	+$1.09M	0.2%	110
2025 Q2	$1.96M	Sell	24,695 -3,467	-12%	-$250K	0.17%	125
2025 Q1	$1.99M	Buy	28,162 +4,233	+18%	+$318K	0.19%	115
2024 Q4	$1.68M	Buy	23,929 +5,878	+33%	+$401K	0.17%	135
2024 Q3	$1.01M	Buy	18,051 +5,604	+45%	+$317K	0.12%	186
2024 Q2	$715K	Buy	12,447 +2,149	+21%	+$127K	0.12%	198
2024 Q1	$593K	Buy	10,298 +5,363	+109%	+$281K	0.11%	202
2023 Q4	$229K	Buy	+4,935	New	+$213K	0.06%	300

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

Smartleaf Asset Management's WFC Position: Q1 2026 in Review

Smartleaf Asset Management increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $424K and bringing the position to 49,044 shares worth $3.77M. The position accounts for 0.14% of the portfolio, ranked #134.

Smartleaf Asset Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.16M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Smartleaf Asset Management held 49,044 shares of Wells Fargo worth $3.77M as of Q1 2026.
Smartleaf Asset Management bought 4,931 Wells Fargo shares in Q1 2026, an estimated $424K.
Wells Fargo made up 0.14% of Smartleaf Asset Management's portfolio in Q1 2026, its #134 holding.
Smartleaf Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Wells Fargo position peaked at $4.16M in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.