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Stratos Wealth Partners’s Wells Fargo WFC Stock Holding History

Stratos Wealth Partners’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 		$7.56M Sell
94,933
-16,496
-15% -$1.42M 0.09% 237
2025
Q4 		$10.4M Sell
111,429
-2,812
-2% -$244K 0.12% 185
2025
Q3 		$9.58M Sell
114,241
-29
-0% -$2.35K 0.11% 187
2025
Q2 		$9.16M Buy
114,270
+1,378
+1% +$99.4K 0.12% 175
2025
Q1 		$8.1M Buy
112,892
+36,416
+48% +$2.73M 0.12% 173
2024
Q4 		$5.37M Sell
76,476
-20,269
-21% -$1.38M 0.08% 260
2024
Q3 		$5.47M Buy
96,745
+6,317
+7% +$357K 0.08% 250
2024
Q2 		$5.37M Buy
90,428
+2,722
+3% +$161K 0.09% 233
2024
Q1 		$5.08M Sell
87,706
-6,352
-7% -$332K 0.08% 242
2023
Q4 		$4.63M Buy
94,058
+17,458
+23% +$753K 0.09% 236
2023
Q3 		$3.13M Buy
76,600
+3,647
+5% +$157K 0.07% 282
2023
Q2 		$3.11M Buy
72,953
+14,468
+25% +$582K 0.07% 273
2023
Q1 		$2.19M Sell
58,485
-64,259
-52% -$2.8M 0.06% 298
2022
Q4 		$5.07M Buy
122,744
+27,094
+28% +$1.2M 0.13% 173
2022
Q3 		$3.85M Sell
95,650
-38,669
-29% -$1.66M 0.11% 192
2022
Q2 		$5.26M Buy
134,319
+33,379
+33% +$1.46M 0.13% 158
2022
Q1 		$4.89M Buy
100,940
+25,694
+34% +$1.38M 0.11% 192
2021
Q4 		$3.61M Buy
75,246
+5,248
+7% +$258K 0.08% 236
2021
Q3 		$3.25M Buy
69,998
+3,580
+5% +$166K 0.08% 239
2021
Q2 		$3.01M Buy
66,418
+2,644
+4% +$118K 0.07% 258
2021
Q1 		$2.49M Buy
63,774
+343
+0.5% +$12.1K 0.07% 256
2020
Q4 		$1.91M Sell
63,431
-19,893
-24% -$515K 0.06% 275
2020
Q3 		$1.96M Sell
83,324
-45,864
-36% -$1.13M 0.06% 265
2020
Q2 		$3.31M Buy
129,188
+54,655
+73% +$1.5M 0.12% 182
2020
Q1 		$2.14M Buy
74,533
+9,736
+15% +$414K 0.1% 211
2019
Q4 		$3.49M Buy
64,797
+939
+1% +$49.2K 0.14% 165
2019
Q3 		$3.22M Sell
63,858
-1,783
-3% -$84K 0.14% 163
2019
Q2 		$3.11M Buy
65,641
+361
+0.6% +$16.9K 0.13% 166
2019
Q1 		$3.15M Sell
65,280
-1,832
-3% -$90.1K 0.14% 167
2018
Q4 		$3.09M Sell
67,112
-3,640
-5% -$186K 0.16% 143
2018
Q3 		$3.72M Sell
70,752
-1,529
-2% -$87.3K 0.17% 128
2018
Q2 		$4.01M Sell
72,281
-13,623
-16% -$730K 0.18% 118
2018
Q1 		$4.5M Sell
85,904
-363
-0.4% -$21.6K 0.19% 113
2017
Q4 		$5.23M Sell
86,267
-15,022
-15% -$848K 0.23% 89
2017
Q3 		$5.59M Sell
101,289
-10,685
-10% -$568K 0.26% 79
2017
Q2 		$6.2M Buy
111,974
+5,197
+5% +$278K 0.32% 66
2017
Q1 		$5.94M Buy
106,777
+15,959
+18% +$906K 0.34% 66
2016
Q4 		$5M Sell
90,818
-6,431
-7% -$323K 0.31% 70
2016
Q3 		$4.31M Buy
97,249
+34,421
+55% +$1.65M 0.29% 70
2016
Q2 		$2.97M Buy
62,828
+15,790
+34% +$770K 0.22% 89
2016
Q1 		$2.27M Sell
47,038
-42
-0.1% -$2.06K 0.2% 95
2015
Q4 		$2.56M Sell
47,080
-17,521
-27% -$951K 0.21% 89
2015
Q3 		$3.32M Buy
64,601
+8,091
+14% +$445K 0.42% 48
2015
Q2 		$3.18M Sell
56,510
-62,040
-52% -$3.46M 0.41% 48
2015
Q1 		$6.45M Buy
118,550
+32,452
+38% +$1.75M 0.77% 22
2014
Q4 		$4.72M Buy
86,098
+13,358
+18% +$707K 0.85% 18
2014
Q3 		$3.77M Sell
72,740
-6,998
-9% -$360K 0.88% 19
2014
Q2 		$4.19M Buy
+79,738
New +$4.01M 1.4% 7

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 Partners's WFC Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Wells Fargo (WFC) stake by 15% in Q1 2026, selling an estimated $1.42M and leaving 94,933 shares worth $7.56M. The position accounts for 0.09% of the portfolio, ranked #237.

Stratos Wealth Partners first reported a position in WFC in Q2 2014 and has held it in 48 quarters since. The position peaked at $10.4M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stratos Wealth Partners held 94,933 shares of Wells Fargo worth $7.56M as of Q1 2026.
  • Stratos Wealth Partners sold 16,496 Wells Fargo shares in Q1 2026, an estimated $1.42M.
  • Wells Fargo made up 0.09% of Stratos Wealth Partners's portfolio in Q1 2026, its #237 holding.
  • Stratos Wealth Partners first reported a position in Wells Fargo in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Wells Fargo position peaked at $10.4M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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