TBH Global Asset Management’s Wells Fargo WFC Stock Holding History

TBH Global Asset Management’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	$1.06M	Sell	13,377 -1,328	-9%	-$114K	0.21%	105
2025 Q4	$1.37M	Buy	14,705 +8,501	+137%	+$738K	0.23%	84
2025 Q3	$520K	Sell	6,204 -8	-0.1%	-$649	0.1%	170
2025 Q2	$498K	Sell	6,212 -224	-3%	-$16.2K	0.11%	130
2025 Q1	$462K	Buy	6,436 +225	+4%	+$16.9K	0.09%	135
2024 Q4	$436K	Sell	6,211 -66	-1%	-$4.51K	0.1%	159
2024 Q3	$355K	Sell	6,277 -105	-2%	-$5.94K	0.08%	195
2024 Q2	$379K	Hold	6,382	–	–	0.08%	177
2024 Q1	$370K	Buy	6,382 +1,022	+19%	+$53.5K	0.07%	185
2023 Q4	$264K	Buy	+5,360	New	+$231K	0.05%	212
2023 Q1	–	Sell	-46,336	Closed	-$1.91M	–	216
2022 Q4	$1.91M	Sell	46,336 -3,550	-7%	-$157K	0.47%	48
2022 Q3	$2.01M	Sell	49,886 -16,485	-25%	-$708K	0.52%	41
2022 Q2	$2.6M	Buy	+66,371	New	+$2.91M	0.62%	39

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

TBH Global Asset Management's WFC Position: Q1 2026 in Review

TBH Global Asset Management reduced its Wells Fargo (WFC) stake by 9% in Q1 2026, selling an estimated $114K and leaving 13,377 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #105.

TBH Global Asset Management first reported a position in WFC in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.6M in Q2 2022. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

TBH Global Asset Management held 13,377 shares of Wells Fargo worth $1.06M as of Q1 2026.
TBH Global Asset Management sold 1,328 Wells Fargo shares in Q1 2026, an estimated $114K.
Wells Fargo made up 0.21% of TBH Global Asset Management's portfolio in Q1 2026, its #105 holding.
TBH Global Asset Management first reported a position in Wells Fargo in Q2 2022 and has held it in 13 quarters since.
TBH Global Asset Management's Wells Fargo position peaked at $2.6M in Q2 2022.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.