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Sound View Wealth Advisors Group’s Wells Fargo WFC Stock Holding History

Sound View Wealth Advisors Group’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 		$2.78M Buy
34,899
+1,052
+3% +$90.4K 0.19% 108
2025
Q4 		$3.15M Buy
33,847
+1,570
+5% +$136K 0.21% 103
2025
Q3 		$2.71M Buy
32,277
+2,738
+9% +$222K 0.19% 113
2025
Q2 		$2.37M Buy
29,539
+22,176
+301% +$1.6M 0.17% 117
2025
Q1 		$529K Buy
7,363
+115
+2% +$8.63K 0.04% 250
2024
Q4 		$509K Sell
7,248
-541
-7% -$36.9K 0.04% 259
2024
Q3 		$440K Buy
7,789
+700
+10% +$39.6K 0.04% 273
2024
Q2 		$421K Sell
7,089
-201
-3% -$11.9K 0.04% 256
2024
Q1 		$423K Sell
7,290
-756
-9% -$39.6K 0.05% 259
2023
Q4 		$396K Sell
8,046
-530
-6% -$22.9K 0.04% 266
2023
Q3 		$350K Buy
8,576
+226
+3% +$9.76K 0.04% 268
2023
Q2 		$356K Sell
8,350
-8,514
-50% -$343K 0.05% 267
2023
Q1 		$630K Buy
16,864
+8,818
+110% +$384K 0.09% 191
2022
Q4 		$396K Sell
8,046
-8,142
-50% -$360K 0.04% 266
2022
Q3 		$651K Buy
16,188
+13
+0.1% +$559 0.15% 134
2022
Q2 		$634K Buy
16,175
+11
+0.1% +$483 0.13% 142
2022
Q1 		$783K Sell
16,164
-38
-0.2% -$2.03K 0.15% 132
2021
Q4 		$777K Buy
16,202
+8,773
+118% +$432K 0.15% 139
2021
Q3 		$345K Sell
7,429
-429
-5% -$19.9K 0.07% 207
2021
Q2 		$356K Sell
7,858
-1,013
-11% -$45.2K 0.07% 210
2021
Q1 		$347K Buy
8,871
+205
+2% +$7.26K 0.08% 196
2020
Q4 		$262K Sell
8,666
-1,295
-13% -$33.5K 0.06% 221
2020
Q3 		$234K Sell
9,961
-879
-8% -$21.7K 0.06% 226
2020
Q2 		$278K Buy
10,840
+697
+7% +$19.1K 0.08% 196
2020
Q1 		$291K Sell
10,143
-2,041
-17% -$86.8K 0.1% 163
2019
Q4 		$656K Sell
12,184
-411
-3% -$21.5K 0.19% 122
2019
Q3 		$635K Sell
12,595
-1,339
-10% -$63.1K 0.19% 122
2019
Q2 		$659K Buy
+13,934
New +$652K 0.19% 123

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

Sound View Wealth Advisors Group's WFC Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Wells Fargo (WFC) stake by 3.1% in Q1 2026, buying an estimated $90.4K and bringing the position to 34,899 shares worth $2.78M. The position accounts for 0.19% of the portfolio, ranked #108.

Sound View Wealth Advisors Group first reported a position in WFC in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.15M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sound View Wealth Advisors Group held 34,899 shares of Wells Fargo worth $2.78M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,052 Wells Fargo shares in Q1 2026, an estimated $90.4K.
  • Wells Fargo made up 0.19% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #108 holding.
  • Sound View Wealth Advisors Group first reported a position in Wells Fargo in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Wells Fargo position peaked at $3.15M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.