Talisman Wealth Advisors’s Wells Fargo WFC Stock Holding History

Talisman 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	$363K	Sell	4,565 -65	-1%	-$5.58K	0.29%	65
2025 Q4	$432K	Sell	4,630 -177	-4%	-$15.4K	0.34%	63
2025 Q3	$403K	Buy	4,807 +32	+0.7%	+$2.6K	0.33%	67
2025 Q2	$383K	Buy	4,775 +200	+4%	+$14.4K	0.35%	70
2025 Q1	$328K	Buy	4,575 +53	+1%	+$3.98K	0.34%	72
2024 Q4	$318K	Hold	4,522	–	–	0.34%	69
2024 Q3	$253K	Sell	4,522 -195	-4%	-$11K	0.27%	89
2024 Q2	$280K	Buy	4,717 +50	+1%	+$2.95K	0.32%	73
2024 Q1	$271K	Buy	4,667 +77	+2%	+$4.03K	0.34%	74
2023 Q4	$226K	Buy	+4,590	New	+$198K	0.34%	78

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

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

Talisman Wealth Advisors reduced its Wells Fargo (WFC) stake by 1.4% in Q1 2026, selling an estimated $5.58K and leaving 4,565 shares worth $363K. The position accounts for 0.29% of the portfolio, ranked #65.

Talisman Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $432K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Talisman Wealth Advisors held 4,565 shares of Wells Fargo worth $363K as of Q1 2026.
Talisman Wealth Advisors sold 65 Wells Fargo shares in Q1 2026, an estimated $5.58K.
Wells Fargo made up 0.29% of Talisman Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Talisman Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Talisman Wealth Advisors's Wells Fargo position peaked at $432K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.