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Stratos Wealth Advisors’s Wells Fargo WFC Stock Holding History

Stratos Wealth 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 		$542K Sell
6,810
-2,055
-23% -$177K 0.03% 369
2025
Q4 		$826K Sell
8,865
-486
-5% -$42.2K 0.04% 337
2025
Q3 		$784K Buy
9,351
+212
+2% +$17.2K 0.04% 364
2025
Q2 		$732K Buy
9,139
+84
+0.9% +$6.06K 0.04% 371
2025
Q1 		$650K Buy
9,055
+1,822
+25% +$137K 0.04% 383
2024
Q4 		$508K Sell
7,233
-230
-3% -$15.7K 0.02% 469
2024
Q3 		$422K Buy
7,463
+98
+1% +$5.54K 0.02% 535
2024
Q2 		$437K Sell
7,365
-384
-5% -$22.7K 0.02% 508
2024
Q1 		$449K Sell
7,749
-400
-5% -$20.9K 0.03% 481
2023
Q4 		$401K Sell
8,149
-12,880
-61% -$556K 0.02% 498
2023
Q3 		$859K Buy
21,029
+2,009
+11% +$86.7K 0.06% 334
2023
Q2 		$812K Buy
19,020
+204
+1% +$8.21K 0.06% 344
2023
Q1 		$703K Sell
18,816
-526
-3% -$22.9K 0.05% 357
2022
Q4 		$799K Sell
19,342
-1,691
-8% -$74.8K 0.07% 320
2022
Q3 		$846K Sell
21,033
-1,605
-7% -$69K 0.09% 267
2022
Q2 		$887K Sell
22,638
-600
-3% -$26.3K 0.08% 283
2022
Q1 		$1.13M Sell
23,238
-4,769
-17% -$255K 0.09% 260
2021
Q4 		$1.34M Buy
28,007
+1,137
+4% +$56K 0.1% 247
2021
Q3 		$1.25M Sell
26,870
-9,856
-27% -$456K 0.11% 228
2021
Q2 		$1.66M Buy
36,726
+76
+0.2% +$3.39K 0.15% 181
2021
Q1 		$1.43M Buy
36,650
+24,237
+195% +$858K 0.15% 171
2020
Q4 		$375K Hold
12,413
– – 0.05% 285
2020
Q3 		$292K Sell
12,413
-1,502
-11% -$37K 0.07% 258
2020
Q2 		$356K Buy
+13,915
New +$381K 0.11% 182
2020
Q1 		– Sell
-6,224
Closed -$335K – 304
2019
Q4 		$335K Sell
6,224
-16,704
-73% -$875K 0.19% 123
2019
Q3 		$1.16M Buy
22,928
+1,125
+5% +$53K 0.44% 57
2019
Q2 		$1.03M Buy
21,803
+5,826
+36% +$272K 0.41% 61
2019
Q1 		$772K Sell
15,977
-403
-2% -$19.8K 0.42% 62
2018
Q4 		$755K Buy
+16,380
New +$839K 0.5% 60

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

Stratos Wealth Advisors's WFC Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Wells Fargo (WFC) stake by 23% in Q1 2026, selling an estimated $177K and leaving 6,810 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #369.

Stratos Wealth Advisors first reported a position in WFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.66M in Q2 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stratos Wealth Advisors held 6,810 shares of Wells Fargo worth $542K as of Q1 2026.
  • Stratos Wealth Advisors sold 2,055 Wells Fargo shares in Q1 2026, an estimated $177K.
  • Wells Fargo made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #369 holding.
  • Stratos Wealth Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's Wells Fargo position peaked at $1.66M in Q2 2021.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.