SRH Advisors’s Wells Fargo WFC Stock Holding History

SRH 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	$111K	Hold	1,400	–	–	0.03%	95
2025 Q4	$130K	Hold	1,400	–	–	0.04%	92
2025 Q3	$117K	Hold	1,400	–	–	0.03%	94
2025 Q2	$112K	Hold	1,400	–	–	0.03%	88
2025 Q1	$101K	Hold	1,400	–	–	0.03%	91
2024 Q4	$98.3K	Hold	1,400	–	–	0.03%	94
2024 Q3	$79.1K	Hold	1,400	–	–	0.02%	105
2024 Q2	$83.1K	Hold	1,400	–	–	0.03%	95
2024 Q1	$81.1K	Hold	1,400	–	–	0.03%	101
2023 Q4	$68.9K	Hold	1,400	–	–	0.02%	110
2023 Q3	$57.2K	Sell	1,400 -40,275	-97%	-$1.74M	0.03%	105
2023 Q2	$1.56M	Hold	41,675	–	–	0.83%	17
2023 Q1	$1.56M	Sell	41,675 -900	-2%	-$39.2K	0.83%	17
2022 Q4	$1.76M	Sell	42,575 -1,300	-3%	-$57.5K	0.98%	15
2022 Q3	$1.76M	Hold	43,875	–	–	2.3%	12
2022 Q2	$1.72M	Sell	43,875 -342	-0.8%	-$15K	2.12%	14
2022 Q1	$2.14M	Sell	44,217 -108	-0.2%	-$5.78K	2.38%	11
2021 Q4	$2.13M	Sell	44,325 -400	-0.9%	-$19.7K	2.42%	11
2021 Q3	$2.08M	Sell	44,725 -90	-0.2%	-$4.17K	2.53%	10
2021 Q2	$2.03M	Buy	44,815 +1,300	+3%	+$58K	2.53%	10
2021 Q1	$1.7M	Buy	43,515 +625	+1%	+$22.1K	2.42%	11
2020 Q4	$1.29M	Hold	42,890	–	–	2.14%	12
2020 Q3	$1.01M	Buy	42,890 +370	+0.9%	+$9.12K	1.94%	12
2020 Q2	$1.09M	Buy	42,520 +1,232	+3%	+$33.7K	2.71%	11
2020 Q1	$1.19M	Buy	41,288 +39,508	+2,220%	+$1.68M	3.29%	9
2019 Q4	$96K	Hold	1,780	–	–	0.31%	59
2019 Q3	$90K	Buy	1,780 +130	+8%	+$6.12K	0.3%	61
2019 Q2	$78K	Hold	1,650	–	–	0.27%	64
2019 Q1	$80K	Sell	1,650 -400	-20%	-$19.7K	0.28%	62
2018 Q4	$94K	Hold	2,050	–	–	0.36%	58
2018 Q3	$108K	Hold	2,050	–	–	0.37%	53
2018 Q2	$114K	Hold	2,050	–	–	0.43%	51
2018 Q1	$107K	Hold	2,050	–	–	0.42%	48
2017 Q4	$124K	Hold	2,050	–	–	0.49%	46
2017 Q3	$113K	Buy	2,050 +200	+11%	+$10.6K	0.48%	48
2017 Q2	$103K	Hold	1,850	–	–	0.49%	43
2017 Q1	$103K	Hold	1,850	–	–	0.48%	45
2016 Q4	$102K	Buy	1,850 +1,000	+118%	+$50.3K	0.51%	46
2016 Q3	$38K	Buy	850 +250	+42%	+$12K	0.2%	70
2016 Q2	$28K	Buy	600 +400	+200%	+$19.5K	0.15%	75
2016 Q1	$10K	Hold	200	–	–	0.06%	108
2015 Q4	$11K	Hold	200	–	–	0.06%	101
2015 Q3	$10K	Hold	200	–	–	0.06%	103
2015 Q2	$11K	Hold	200	–	–	0.07%	105
2015 Q1	$11K	Hold	200	–	–	0.07%	96
2014 Q4	$11K	Hold	200	–	–	0.07%	97
2014 Q3	$10K	Hold	200	–	–	0.08%	98
2014 Q2	$11K	Hold	200	–	–	0.09%	94
2014 Q1	$10K	Hold	200	–	–	0.08%	97
2013 Q4	$9K	Buy	+200	New	+$8.64K	0.09%	99

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

SRH Advisors's WFC Position: Q1 2026 in Review

SRH Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 1,400 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #95.

SRH Advisors first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.14M in Q1 2022. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

SRH Advisors held 1,400 shares of Wells Fargo worth $111K as of Q1 2026.
SRH Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.03% of SRH Advisors's portfolio in Q1 2026, its #95 holding.
SRH Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Wells Fargo position peaked at $2.14M in Q1 2022.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.