Smith & Howard Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,040
| Closed | -$283K | – | 103 |
|
|
2025
Q4 | $283K | Hold |
3,040
| – | – | 0.06% | 66 |
|
|
2025
Q3 | $255K | Hold |
3,040
| – | – | 0.06% | 70 |
|
|
2025
Q2 | $244K | Sell |
3,040
-20
| -0.7% | -$1.44K | 0.06% | 71 |
|
|
2025
Q1 | $220K | Hold |
3,060
| – | – | 0.06% | 77 |
|
|
2024
Q4 | $215K | Buy |
+3,060
| New | +$209K | 0.06% | 79 |
|
|
2020
Q1 | – | Sell |
-5,738
| Closed | -$309K | – | 90 |
|
|
2019
Q4 | $309K | Sell |
5,738
-80
| -1% | -$4.19K | 0.11% | 62 |
|
|
2019
Q3 | $293K | Sell |
5,818
-658
| -10% | -$31K | 0.12% | 58 |
|
|
2019
Q2 | $306K | Sell |
6,476
-412
| -6% | -$19.3K | 0.13% | 45 |
|
|
2019
Q1 | $333K | Buy |
6,888
+1,796
| +35% | +$88.3K | 0.16% | 36 |
|
|
2018
Q4 | $235K | Buy |
5,092
+169
| +3% | +$8.66K | 0.13% | 47 |
|
|
2018
Q3 | $259K | Hold |
4,923
| – | – | 0.11% | 42 |
|
|
2018
Q2 | $273K | Buy |
4,923
+646
| +15% | +$34.6K | 0.12% | 40 |
|
|
2018
Q1 | $224K | Hold |
4,277
| – | – | 0.1% | 42 |
|
|
2017
Q4 | $259K | Hold |
4,277
| – | – | 0.12% | 36 |
|
|
2017
Q3 | $236K | Sell |
4,277
-333
| -7% | -$17.7K | 0.11% | 38 |
|
|
2017
Q2 | $255K | Hold |
4,610
| – | – | 0.12% | 44 |
|
|
2017
Q1 | $257K | Hold |
4,610
| – | – | 0.12% | 42 |
|
|
2016
Q4 | $254K | Hold |
4,610
| – | – | 0.13% | 39 |
|
|
2016
Q3 | $204K | Hold |
4,610
| – | – | 0.11% | 38 |
|
|
2016
Q2 | $218K | Sell |
4,610
-1,156
| -20% | -$56.4K | 0.1% | 41 |
|
|
2016
Q1 | $279K | Buy |
5,766
+1,156
| +25% | +$56.6K | 0.12% | 49 |
|
|
2015
Q4 | $251K | Hold |
4,610
| – | – | 0.12% | 51 |
|
|
2015
Q3 | $237K | Hold |
4,610
| – | – | 0.11% | 44 |
|
|
2015
Q2 | $259K | Hold |
4,610
| – | – | 0.11% | 62 |
|
|
2015
Q1 | $251K | Hold |
4,610
| – | – | 0.11% | 62 |
|
|
2014
Q4 | $253K | Hold |
4,610
| – | – | 0.12% | 41 |
|
|
2014
Q3 | $239K | Hold |
4,610
| – | – | 0.12% | 37 |
|
|
2014
Q2 | $242K | Buy |
+4,610
| New | +$232K | 0.13% | 35 |
|
|
2014
Q1 | – | Sell |
-4,610
| Closed | -$209K | – | 214 |
|
|
2013
Q4 | $209K | Hold |
4,610
| – | – | 0.12% | 36 |
|
|
2013
Q3 | $190K | Hold |
4,610
| – | – | 0.11% | 36 |
|
|
2013
Q2 | $190K | Buy |
+4,610
| New | +$180K | 0.12% | 35 |
|
Other funds holding WFC
Smith & Howard Wealth Management's WFC Position: Q1 2026 in Review
Smith & Howard Wealth Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 3,040 shares — an estimated $283K sold.
Smith & Howard Wealth Management first reported a position in WFC in Q2 2013 and held it in 31 quarters. The position peaked at $333K in Q1 2019. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Smith & Howard Wealth Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
- Smith & Howard Wealth Management sold 3,040 Wells Fargo shares in Q1 2026, an estimated $283K.
- Smith & Howard Wealth Management first reported a position in Wells Fargo in Q2 2013 and held it in 31 quarters.
- Smith & Howard Wealth Management's Wells Fargo position peaked at $333K in Q1 2019.
- 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.