Sweeney & Michel’s Wells Fargo WFC Stock Holding History

Sweeney & Michel’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	$1.8M	Buy	20,719 +41	+0.2%	+$3.52K	0.53%	35
2025 Q4	$1.84M	Buy	20,678 +94	+0.5%	+$8.16K	0.54%	35
2025 Q3	$1.6M	Sell	20,584 -1,573	-7%	-$128K	0.54%	34
2025 Q2	$1.83M	Sell	22,157 -623	-3%	-$44.9K	0.65%	30
2025 Q1	$1.41M	Buy	+22,780	New	+$1.71M	0.62%	32
2024 Q3	$1.56M	Buy	24,173 +1,956	+9%	+$111K	0.61%	31
2024 Q2	$1.33M	Buy	22,217 +51	+0.2%	+$3.01K	0.57%	33
2024 Q1	$1.37M	Buy	+22,166	New	+$1.16M	0.61%	29
2023 Q3	$905K	Buy	22,096 +71	+0.3%	+$3.06K	0.47%	38
2023 Q2	$980K	Hold	22,025	–	–	0.5%	35
2023 Q1	$909K	Buy	+22,025	New	+$960K	0.48%	38

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sweeney & Michel's WFC Position: Q1 2026 in Review

Sweeney & Michel increased its Wells Fargo (WFC) stake by 0.2% in Q1 2026, buying an estimated $3.52K and bringing the position to 20,719 shares worth $1.8M. The position accounts for 0.53% of the portfolio, ranked #35.

Sweeney & Michel first reported a position in WFC in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sweeney & Michel held 20,719 shares of Wells Fargo worth $1.8M as of Q1 2026.
Sweeney & Michel bought 41 Wells Fargo shares in Q1 2026, an estimated $3.52K.
Wells Fargo made up 0.53% of Sweeney & Michel's portfolio in Q1 2026, its #35 holding.
Sweeney & Michel first reported a position in Wells Fargo in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Wells Fargo position peaked at $1.84M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.