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Soltis Investment Advisors’s Wells Fargo WFC Stock Holding History

Soltis Investment Advisors’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 		$2.76M Buy
34,681
+88
+0.3% +$7.56K 0.17% 129
2025
Q4 		$3.22M Buy
34,593
+4,930
+17% +$428K 0.21% 111
2025
Q3 		$2.49M Buy
29,663
+5,064
+21% +$411K 0.17% 125
2025
Q2 		$1.97M Buy
24,599
+459
+2% +$33.1K 0.15% 129
2025
Q1 		$1.73M Buy
24,140
+281
+1% +$21.1K 0.15% 137
2024
Q4 		$1.68M Buy
23,859
+875
+4% +$59.7K 0.16% 137
2024
Q3 		$1.3M Sell
22,984
-1,305
-5% -$73.8K 0.13% 142
2024
Q2 		$1.44M Buy
24,289
+2,036
+9% +$120K 0.15% 136
2024
Q1 		$1.29M Sell
22,253
-343
-2% -$17.9K 0.14% 140
2023
Q4 		$1.11M Sell
22,596
-94,804
-81% -$4.09M 0.13% 136
2023
Q3 		$4.8M Buy
117,400
+87,389
+291% +$3.77M 0.62% 51
2023
Q2 		$1.28M Buy
30,011
+365
+1% +$14.7K 0.15% 122
2023
Q1 		$1.11M Buy
29,646
+3,672
+14% +$160K 0.14% 128
2022
Q4 		$1.07M Sell
25,974
-1,493
-5% -$66.1K 0.14% 124
2022
Q3 		$1.1M Sell
27,467
-1,205
-4% -$51.8K 0.17% 120
2022
Q2 		$1.12M Buy
28,672
+4,112
+17% +$180K 0.16% 118
2022
Q1 		$1.19M Buy
24,560
+7,375
+43% +$395K 0.17% 117
2021
Q4 		$825K Buy
17,185
+19
+0.1% +$935 0.12% 138
2021
Q3 		$797K Sell
17,166
-462
-3% -$21.4K 0.12% 131
2021
Q2 		$798K Sell
17,628
-281
-2% -$12.5K 0.13% 129
2021
Q1 		$700K Sell
17,909
-10,385
-37% -$368K 0.13% 122
2020
Q4 		$854K Sell
28,294
-1,212
-4% -$31.4K 0.16% 106
2020
Q3 		$694K Buy
29,506
+1,909
+7% +$47K 0.16% 107
2020
Q2 		$706K Sell
27,597
-11,876
-30% -$325K 0.18% 89
2020
Q1 		$1.13M Buy
39,473
+4,643
+13% +$197K 0.35% 45
2019
Q4 		$1.87M Buy
+34,830
New +$1.82M 0.36% 43

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

Soltis Investment Advisors's WFC Position: Q1 2026 in Review

Soltis Investment Advisors increased its Wells Fargo (WFC) stake by 0.25% in Q1 2026, buying an estimated $7.56K and bringing the position to 34,681 shares worth $2.76M. The position accounts for 0.17% of the portfolio, ranked #129.

Soltis Investment Advisors first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.8M in Q3 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Soltis Investment Advisors held 34,681 shares of Wells Fargo worth $2.76M as of Q1 2026.
  • Soltis Investment Advisors bought 88 Wells Fargo shares in Q1 2026, an estimated $7.56K.
  • Wells Fargo made up 0.17% of Soltis Investment Advisors's portfolio in Q1 2026, its #129 holding.
  • Soltis Investment Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Wells Fargo position peaked at $4.8M in Q3 2023.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.