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Stordahl Capital Management’s Wells Fargo WFC Stock Holding History

Stordahl Capital 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 		– Sell
-2,264
Closed -$211K – 65
2025
Q4 		$211K Buy
+2,264
New +$197K 0.04% 62
2025
Q3 		– Sell
-4,047
Closed -$324K – 64
2025
Q2 		$324K Hold
4,047
– – 0.07% 51
2025
Q1 		$291K Buy
4,047
+113
+3% +$8.48K 0.07% 51
2024
Q4 		$276K Buy
+3,934
New +$269K 0.07% 49

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

Stordahl Capital Management's WFC Position: Q1 2026 in Review

Stordahl Capital Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,264 shares — an estimated $211K sold.

Stordahl Capital Management first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $324K in Q2 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stordahl Capital Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Stordahl Capital Management sold 2,264 Wells Fargo shares in Q1 2026, an estimated $211K.
  • Stordahl Capital Management first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
  • Stordahl Capital Management's Wells Fargo position peaked at $324K in Q2 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stordahl Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.