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Strategic Investment Advisors’s Wells Fargo WFC Stock Holding History

Strategic Investment Advisors’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 		$1.2M Buy
15,135
+6,776
+81% +$582K 0.08% 130
2025
Q4 		$779K Sell
8,359
-111
-1% -$9.64K 0.07% 118
2025
Q3 		$710K Sell
8,470
-1,412
-14% -$115K 0.06% 124
2025
Q2 		$783K Sell
9,882
-1,498
-13% -$108K 0.08% 116
2025
Q1 		$817K Sell
11,380
-1,126
-9% -$84.5K 0.09% 123
2024
Q4 		$878K Sell
12,506
-1,325
-10% -$90.5K 0.09% 122
2024
Q3 		$781K Sell
13,831
-448
-3% -$25.3K 0.09% 138
2024
Q2 		$848K Sell
14,279
-103
-0.7% -$6.08K 0.1% 125
2024
Q1 		$834K Sell
14,382
-2,316
-14% -$121K 0.11% 124
2023
Q4 		$822K Sell
16,698
-1,244
-7% -$53.7K 0.12% 113
2023
Q3 		$733K Sell
17,942
-15,370
-46% -$664K 0.12% 125
2023
Q2 		$1.42M Buy
33,312
+16,400
+97% +$660K 0.2% 52
2023
Q1 		$632K Sell
16,912
-215
-1% -$9.37K 0.11% 133
2022
Q4 		$707K Buy
17,127
+129
+0.8% +$5.71K 0.15% 121
2022
Q3 		$683K Buy
+16,998
New +$730K 0.15% 104

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 Investment Advisors's WFC Position: Q1 2026 in Review

Strategic Investment Advisors increased its Wells Fargo (WFC) stake by 81% in Q1 2026, buying an estimated $582K and bringing the position to 15,135 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #130.

Strategic Investment Advisors first reported a position in WFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Strategic Investment Advisors held 15,135 shares of Wells Fargo worth $1.2M as of Q1 2026.
  • Strategic Investment Advisors bought 6,776 Wells Fargo shares in Q1 2026, an estimated $582K.
  • Wells Fargo made up 0.08% of Strategic Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Strategic Investment Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 15 quarters since.
  • Strategic Investment Advisors's Wells Fargo position peaked at $1.42M in Q2 2023.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.