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Strategic Family Wealth Counselors’s Wells Fargo WFC Stock Holding History

Strategic Family Wealth Counselors’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
-8,105
Closed -$702K – 224
2025
Q4 		$702K Buy
8,105
+5,640
+229% +$490K 0.16% 97
2025
Q3 		$207K Buy
+2,465
New +$200K 0.05% 147

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 Family Wealth Counselors's WFC Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 8,105 shares — an estimated $702K sold.

Strategic Family Wealth Counselors first reported a position in WFC in Q3 2025 and held it in 2 quarters. The position peaked at $702K in Q4 2025. 2,804 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 8,105 Wells Fargo shares in Q1 2026, an estimated $702K.
  • Strategic Family Wealth Counselors first reported a position in Wells Fargo in Q3 2025 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Wells Fargo position peaked at $702K in Q4 2025.
  • 2,804 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.