TFB Advisors’s Wells Fargo WFC Stock Holding History

TFB 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	–	Sell	-2,331	Closed	-$217K	–	307
2025 Q4	$217K	Buy	+2,331	New	+$202K	0.06%	290
2025 Q3	–	Sell	-2,947	Closed	-$236K	–	358
2025 Q2	$236K	Buy	2,947 +62	+2%	+$4.47K	0.06%	301
2025 Q1	$207K	Sell	2,885 -163	-5%	-$12.2K	0.06%	309
2024 Q4	$214K	Buy	+3,048	New	+$208K	0.06%	304

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

TFB Advisors's WFC Position: Q1 2026 in Review

TFB Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,331 shares — an estimated $217K sold.

TFB Advisors first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $236K in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

TFB Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 2,331 Wells Fargo shares in Q1 2026, an estimated $217K.
TFB Advisors first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
TFB Advisors's Wells Fargo position peaked at $236K in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.