Tempus Wealth Planning’s Wells Fargo WFC Stock Holding History

Tempus Wealth Planning’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	–	Sell	-2,833	Closed	-$264K	–	293
2025 Q4	$264K	Sell	2,833 -478	-14%	-$41.5K	0.06%	244
2025 Q3	$278K	Hold	3,311	–	–	0.06%	232
2025 Q2	$265K	Buy	3,311 +20	+0.6%	+$1.44K	0.07%	225
2025 Q1	$236K	Hold	3,291	–	–	0.07%	230
2024 Q4	$231K	Buy	+3,291	New	+$225K	0.07%	219
2023 Q3	–	Sell	-4,873	Closed	-$208K	–	194
2023 Q2	$208K	Buy	+4,873	New	+$196K	0.09%	177
2023 Q1	–	Sell	-4,873	Closed	-$201K	–	195
2022 Q4	$201K	Buy	+4,873	New	+$216K	0.12%	172
2022 Q2	–	Sell	-4,873	Closed	-$236K	–	145
2022 Q1	$236K	Sell	4,873 -1,583	-25%	-$84.7K	0.17%	119
2021 Q4	$310K	Sell	6,456 -25	-0.4%	-$1.23K	0.17%	123
2021 Q3	$301K	Sell	6,481 -42	-0.6%	-$1.94K	0.17%	127
2021 Q2	$295K	Hold	6,523	–	–	0.2%	121
2021 Q1	$255K	Buy	+6,523	New	+$231K	0.27%	83
2020 Q1	–	Sell	-5,860	Closed	-$315K	–	78
2019 Q4	$315K	Buy	+5,860	New	+$307K	0.28%	61

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tempus Wealth Planning's WFC Position: Q1 2026 in Review

Tempus Wealth Planning sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,833 shares — an estimated $264K sold.

Tempus Wealth Planning first reported a position in WFC in Q4 2019 and held it in 13 quarters. The position peaked at $315K in Q4 2019. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Tempus Wealth Planning reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Tempus Wealth Planning sold 2,833 Wells Fargo shares in Q1 2026, an estimated $264K.
Tempus Wealth Planning first reported a position in Wells Fargo in Q4 2019 and held it in 13 quarters.
Tempus Wealth Planning's Wells Fargo position peaked at $315K in Q4 2019.
2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.