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Strategic Blueprint’s Wells Fargo WFC Stock Holding History

Strategic Blueprint’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 		$810K Buy
10,172
+634
+7% +$54.5K 0.05% 316
2025
Q4 		$889K Buy
9,538
+241
+3% +$20.9K 0.05% 289
2025
Q3 		$779K Buy
9,297
+548
+6% +$44.4K 0.03% 380
2025
Q2 		$701K Buy
8,749
+3,121
+55% +$225K 0.03% 369
2025
Q1 		$404K Buy
5,628
+162
+3% +$12.2K 0.02% 467
2024
Q4 		$384K Buy
5,466
+618
+13% +$42.2K 0.02% 469
2024
Q3 		$274K Sell
4,848
-99
-2% -$5.6K 0.02% 535
2024
Q2 		$294K Sell
4,947
-946
-16% -$55.8K 0.02% 498
2024
Q1 		$342K Buy
5,893
+291
+5% +$15.2K 0.02% 463
2023
Q4 		$276K Buy
5,602
+429
+8% +$18.5K 0.02% 481
2023
Q3 		$211K Sell
5,173
-253
-5% -$10.9K 0.02% 504
2023
Q2 		$232K Buy
+5,426
New +$218K 0.02% 489
2021
Q3 		– Sell
-1,772
Closed -$80K – 1323
2021
Q2 		$80K Buy
+1,772
New +$79.1K 0.01% 540
2019
Q4 		– Sell
-1,749
Closed -$88K – 430
2019
Q3 		$88K Buy
+1,749
New +$82.4K 0.07% 119

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

Strategic Blueprint's WFC Position: Q1 2026 in Review

Strategic Blueprint increased its Wells Fargo (WFC) stake by 6.6% in Q1 2026, buying an estimated $54.5K and bringing the position to 10,172 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #316.

Strategic Blueprint first reported a position in WFC in Q3 2019 and has held it in 14 quarters since. The position peaked at $889K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Strategic Blueprint held 10,172 shares of Wells Fargo worth $810K as of Q1 2026.
  • Strategic Blueprint bought 634 Wells Fargo shares in Q1 2026, an estimated $54.5K.
  • Wells Fargo made up 0.05% of Strategic Blueprint's portfolio in Q1 2026, its #316 holding.
  • Strategic Blueprint first reported a position in Wells Fargo in Q3 2019 and has held it in 14 quarters since.
  • Strategic Blueprint's Wells Fargo position peaked at $889K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.