Stone House Investment Management’s Wells Fargo WFC Stock Holding History

Stone House Investment Management’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	$39.3K	Sell	494 -9	-2%	-$773	0.01%	202
2025 Q4	$46.9K	Buy	503 +7	+1%	+$608	0.01%	174
2025 Q3	$41.5K	Buy	496 +15	+3%	+$1.22K	0.01%	166
2025 Q2	$38.5K	Buy	481 +3	+0.6%	+$216	0.01%	171
2025 Q1	$34.3K	Buy	+478	New	+$35.9K	0.01%	173
2024 Q4	–	Sell	-474	Closed	-$26.7K	–	357
2024 Q3	$26.7K	Buy	474 +4	+0.9%	+$226	0.01%	159
2024 Q2	$27.9K	Buy	470 +3	+0.6%	+$177	0.01%	163
2024 Q1	$27.1K	Buy	467 +2	+0.4%	+$105	0.01%	171
2023 Q4	$22.9K	Buy	465 +4	+0.9%	+$173	0.01%	117
2023 Q3	$18.8K	Buy	461 +4	+0.9%	+$173	0.01%	125
2023 Q2	$19.5K	Buy	457 +3	+0.7%	+$121	0.01%	120
2023 Q1	$17K	Buy	+454	New	+$19.8K	0.01%	132
2019 Q2	–	Sell	-406	Closed	-$20K	–	204
2019 Q1	$20K	Buy	+406	New	+$20K	0.01%	138

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

Stone House Investment Management's WFC Position: Q1 2026 in Review

Stone House Investment Management reduced its Wells Fargo (WFC) stake by 1.8% in Q1 2026, selling an estimated $773 and leaving 494 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #202.

Stone House Investment Management first reported a position in WFC in Q1 2019 and has held it in 13 quarters since. The position peaked at $46.9K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Stone House Investment Management held 494 shares of Wells Fargo worth $39.3K as of Q1 2026.
Stone House Investment Management sold 9 Wells Fargo shares in Q1 2026, an estimated $773.
Wells Fargo made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #202 holding.
Stone House Investment Management first reported a position in Wells Fargo in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Wells Fargo position peaked at $46.9K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.