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Steward Partners Investment Advisory’s Wells Fargo WFC Stock Holding History

Steward Partners Investment Advisory’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 		$21.9M Buy
275,079
+18,169
+7% +$1.56M 0.11% 160
2025
Q4 		$23.9M Buy
256,910
+75,406
+42% +$6.55M 0.13% 141
2025
Q3 		$15.2M Buy
181,504
+20,312
+13% +$1.65M 0.09% 201
2025
Q2 		$12.9M Buy
161,192
+5,277
+3% +$380K 0.1% 203
2025
Q1 		$11.2M Buy
155,915
+14,828
+11% +$1.11M 0.1% 207
2024
Q4 		$9.91M Buy
141,087
+15,424
+12% +$1.05M 0.09% 220
2024
Q3 		$7.1M Buy
125,663
+6,686
+6% +$378K 0.07% 284
2024
Q2 		$7.07M Sell
118,977
-2,376
-2% -$140K 0.07% 267
2024
Q1 		$7.03M Buy
121,353
+67,990
+127% +$3.56M 0.08% 264
2023
Q4 		$2.63M Buy
53,363
+293
+0.6% +$12.6K 0.04% 433
2023
Q3 		$2.17M Buy
53,070
+3,545
+7% +$153K 0.03% 456
2023
Q2 		$2.11M Buy
49,525
+4,264
+9% +$172K 0.03% 470
2023
Q1 		$1.69M Sell
45,261
-5,344
-11% -$233K 0.03% 514
2022
Q4 		$2.09M Sell
50,605
-273
-0.5% -$12.1K 0.04% 444
2022
Q3 		$2.05M Buy
50,878
+1,273
+3% +$54.7K 0.04% 423
2022
Q2 		$1.94M Sell
49,605
-1,381
-3% -$60.6K 0.04% 442
2022
Q1 		$2.47M Buy
50,986
+846
+2% +$45.3K 0.04% 418
2021
Q4 		$2.41M Buy
50,140
+4,938
+11% +$243K 0.04% 444
2021
Q3 		$2.1M Sell
45,202
-1,348
-3% -$62.4K 0.04% 446
2021
Q2 		$2.11M Sell
46,550
-11,159
-19% -$498K 0.04% 434
2021
Q1 		$2.25M Buy
57,709
+12,914
+29% +$457K 0.04% 403
2020
Q4 		$1.35M Sell
44,795
-2,061
-4% -$53.4K 0.03% 469
2020
Q3 		$1.1M Buy
46,856
+4,819
+11% +$119K 0.03% 461
2020
Q2 		$1.08M Sell
42,037
-14,666
-26% -$401K 0.03% 433
2020
Q1 		$1.63M Sell
56,703
-10,642
-16% -$452K 0.06% 296
2019
Q4 		$3.62M Sell
67,345
-6,232
-8% -$326K 0.11% 201
2019
Q3 		$3.71M Buy
73,577
+955
+1% +$45K 0.13% 177
2019
Q2 		$3.44M Sell
72,622
-5,827
-7% -$273K 0.13% 169
2019
Q1 		$3.79M Sell
78,449
-3,101
-4% -$153K 0.16% 136
2018
Q4 		$3.76M Sell
81,550
-1,735
-2% -$88.9K 0.18% 128
2018
Q3 		$4.38M Sell
83,285
-4,973
-6% -$284K 0.21% 117
2018
Q2 		$4.89M Buy
88,258
+188
+0.2% +$10.1K 0.29% 83
2018
Q1 		$4.62M Sell
88,070
-6,538
-7% -$388K 0.32% 77
2017
Q4 		$5.74M Buy
94,608
+978
+1% +$55.2K 0.44% 52
2017
Q3 		$5.16M Sell
93,630
-34,979
-27% -$1.86M 0.53% 47
2017
Q2 		$7.13M Sell
128,609
-54,349
-30% -$2.91M 0.8% 27
2017
Q1 		$10.2M Buy
182,958
+153,005
+511% +$8.68M 1.54% 9
2016
Q4 		$1.65M Buy
+29,953
New +$1.51M 0.75% 27

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

Steward Partners Investment Advisory's WFC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Wells Fargo (WFC) stake by 7.1% in Q1 2026, buying an estimated $1.56M and bringing the position to 275,079 shares worth $21.9M. The position accounts for 0.11% of the portfolio, ranked #160.

Steward Partners Investment Advisory first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $23.9M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Steward Partners Investment Advisory held 275,079 shares of Wells Fargo worth $21.9M as of Q1 2026.
  • Steward Partners Investment Advisory bought 18,169 Wells Fargo shares in Q1 2026, an estimated $1.56M.
  • Wells Fargo made up 0.11% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #160 holding.
  • Steward Partners Investment Advisory first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Wells Fargo position peaked at $23.9M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.