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Stokes Family Office’s Wells Fargo WFC Stock Holding History

Stokes Family Office’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 		$913K Sell
11,469
-3,130
-21% -$269K 0.09% 136
2025
Q4 		$1.36M Buy
14,599
+8,586
+143% +$745K 0.12% 112
2025
Q3 		$504K Sell
6,013
-51
-0.8% -$4.14K 0.05% 179
2025
Q2 		$486K Sell
6,064
-28
-0.5% -$2.02K 0.05% 166
2025
Q1 		$437K Sell
6,092
-7,375
-55% -$554K 0.05% 171
2024
Q4 		$946K Buy
+13,467
New +$919K 0.1% 125
2024
Q3 		– Sell
-3,654
Closed -$217K – 239
2024
Q2 		$217K Buy
+3,654
New +$216K 0.03% 208
2023
Q4 		– Sell
-13,490
Closed -$551K – 345
2023
Q3 		$551K Sell
13,490
-2,539
-16% -$110K 0.06% 177
2023
Q2 		$684K Buy
16,029
+3,282
+26% +$132K 0.08% 153
2023
Q1 		$476K Sell
12,747
-1,166
-8% -$50.8K 0.06% 175
2022
Q4 		$574K Sell
13,913
-2,610
-16% -$116K 0.07% 148
2022
Q3 		$665K Buy
16,523
+998
+6% +$42.9K 0.09% 132
2022
Q2 		$608K Buy
15,525
+1,362
+10% +$59.8K 0.08% 143
2022
Q1 		$686K Buy
14,163
+266
+2% +$14.2K 0.09% 137
2021
Q4 		$667K Buy
13,897
+223
+2% +$11K 0.08% 135
2021
Q3 		$635K Buy
13,674
+708
+5% +$32.8K 0.09% 129
2021
Q2 		$587K Buy
12,966
+131
+1% +$5.85K 0.08% 126
2021
Q1 		$501K Buy
12,835
+187
+1% +$6.62K 0.08% 132
2020
Q4 		$382K Sell
12,648
-1,304
-9% -$33.8K 0.08% 126
2020
Q3 		$328K Sell
13,952
-6,212
-31% -$153K 0.07% 121
2020
Q2 		$516K Sell
20,164
-44,071
-69% -$1.21M 0.13% 102
2020
Q1 		$1.84M Buy
64,235
+12,533
+24% +$533K 0.49% 47
2019
Q4 		$2.79M Buy
+51,702
New +$2.71M 0.62% 40

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

Stokes Family Office's WFC Position: Q1 2026 in Review

Stokes Family Office reduced its Wells Fargo (WFC) stake by 21% in Q1 2026, selling an estimated $269K and leaving 11,469 shares worth $913K. The position accounts for 0.09% of the portfolio, ranked #136.

Stokes Family Office first reported a position in WFC in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.79M in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stokes Family Office held 11,469 shares of Wells Fargo worth $913K as of Q1 2026.
  • Stokes Family Office sold 3,130 Wells Fargo shares in Q1 2026, an estimated $269K.
  • Wells Fargo made up 0.09% of Stokes Family Office's portfolio in Q1 2026, its #136 holding.
  • Stokes Family Office first reported a position in Wells Fargo in Q4 2019 and has held it in 23 quarters since.
  • Stokes Family Office's Wells Fargo position peaked at $2.79M in Q4 2019.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.