TCI Wealth Advisors’s Wells Fargo WFC Stock Holding History

TCI 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	$334K	Sell	4,201 -132	-3%	-$11.3K	0.02%	181
2025 Q4	$404K	Sell	4,333 -399	-8%	-$34.6K	0.02%	162
2025 Q3	$397K	Buy	4,732 +855	+22%	+$69.3K	0.02%	171
2025 Q2	$311K	Sell	3,877 -64	-2%	-$4.62K	0.02%	182
2025 Q1	$283K	Sell	3,941 -507	-11%	-$38.1K	0.02%	176
2024 Q4	$312K	Sell	4,448 -393	-8%	-$26.8K	0.03%	170
2024 Q3	$273K	Buy	4,841 +439	+10%	+$24.8K	0.02%	193
2024 Q2	$261K	Buy	4,402 +160	+4%	+$9.45K	0.02%	187
2024 Q1	$246K	Buy	4,242 +47	+1%	+$2.46K	0.02%	189
2023 Q4	$206K	Buy	+4,195	New	+$181K	0.02%	194
2023 Q2	–	Sell	-4,074	Closed	-$152K	–	2228
2023 Q1	$152K	Sell	4,074 -1,654	-29%	-$72.1K	0.02%	217
2022 Q4	$237K	Buy	5,728 +794	+16%	+$35.1K	0.03%	161
2022 Q3	$198K	Buy	4,934 +252	+5%	+$10.8K	0.03%	163
2022 Q2	$183K	Buy	4,682 +833	+22%	+$36.6K	0.03%	172
2022 Q1	$186K	Sell	3,849 -114	-3%	-$6.1K	0.03%	187
2021 Q4	$190K	Buy	3,963 +1,299	+49%	+$64K	0.03%	184
2021 Q3	$124K	Sell	2,664 -5	-0.2%	-$231	0.02%	256
2021 Q2	$121K	Buy	2,669 +14	+0.5%	+$625	0.02%	247
2021 Q1	$104K	Buy	2,655 +1,060	+66%	+$37.5K	0.04%	236
2020 Q4	$48K	Sell	1,595 -1,083	-40%	-$28K	0.02%	339
2020 Q3	$63K	Sell	2,678 -274	-9%	-$6.75K	0.02%	277
2020 Q2	$76K	Sell	2,952 -772	-21%	-$21.1K	0.03%	252
2020 Q1	$107K	Sell	3,724 -691	-16%	-$29.4K	0.05%	196
2019 Q4	$238K	Sell	4,415 -14	-0.3%	-$733	0.09%	155
2019 Q3	$223K	Sell	4,429 -17	-0.4%	-$801	0.1%	132
2019 Q2	$210K	Sell	4,446 -289	-6%	-$13.5K	0.09%	139
2019 Q1	$229K	Buy	4,735 +42	+0.9%	+$2.07K	0.1%	141
2018 Q4	$216K	Sell	4,693 -9,388	-67%	-$481K	0.1%	136
2018 Q3	$740K	Sell	14,081 -52	-0.4%	-$2.97K	0.31%	65
2018 Q2	$784K	Sell	14,133 -191	-1%	-$10.2K	0.35%	62
2018 Q1	$751K	Sell	14,324 -623	-4%	-$37K	0.35%	65
2017 Q4	$907K	Sell	14,947 -10	-0.1%	-$565	0.4%	61
2017 Q3	$825K	Sell	14,957 -77	-0.5%	-$4.09K	0.4%	60
2017 Q2	$833K	Sell	15,034 -891	-6%	-$47.7K	0.43%	55
2017 Q1	$886K	Sell	15,925 -5,742	-27%	-$326K	0.46%	54
2016 Q4	$1.19M	Buy	21,667 +422	+2%	+$21.2K	0.63%	40
2016 Q3	$941K	Buy	21,245 +95	+0.4%	+$4.55K	0.51%	48
2016 Q2	$1M	Sell	21,150 -1,144	-5%	-$55.8K	0.56%	46
2016 Q1	$1.08M	Buy	22,294 +2,275	+11%	+$111K	0.6%	42
2015 Q4	$1.09M	Buy	20,019 +2,746	+16%	+$149K	0.61%	41
2015 Q3	$887K	Buy	17,273 +4,280	+33%	+$235K	0.53%	47
2015 Q2	$731K	Buy	12,993 +1,328	+11%	+$74K	0.42%	55
2015 Q1	$635K	Sell	11,665 -177	-1%	-$9.57K	0.4%	59
2014 Q4	$649K	Sell	11,842 -135	-1%	-$7.15K	0.4%	58
2014 Q3	$621K	Sell	11,977 -140	-1%	-$7.2K	0.39%	59
2014 Q2	$637K	Sell	12,117 -910	-7%	-$45.7K	0.38%	59
2014 Q1	$648K	Sell	13,027 -1,730	-12%	-$80.6K	0.42%	56
2013 Q4	$670K	Buy	14,757 +1,959	+15%	+$84.6K	0.42%	52
2013 Q3	$529K	Buy	12,798 +38	+0.3%	+$1.62K	0.4%	55
2013 Q2	$527K	Buy	+12,760	New	+$497K	0.4%	58

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

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

TCI Wealth Advisors reduced its Wells Fargo (WFC) stake by 3% in Q1 2026, selling an estimated $11.3K and leaving 4,201 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #181.

TCI Wealth Advisors first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.19M in Q4 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

TCI Wealth Advisors held 4,201 shares of Wells Fargo worth $334K as of Q1 2026.
TCI Wealth Advisors sold 132 Wells Fargo shares in Q1 2026, an estimated $11.3K.
Wells Fargo made up 0.02% of TCI Wealth Advisors's portfolio in Q1 2026, its #181 holding.
TCI Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
TCI Wealth Advisors's Wells Fargo position peaked at $1.19M in Q4 2016.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.