Tobias Financial Advisors’s Wells Fargo WFC Stock Holding History

Tobias Financial 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	$279K	Sell	3,499 -602	-15%	-$51.7K	0.04%	115
2025 Q4	$382K	Buy	4,101 +711	+21%	+$61.7K	0.05%	97
2025 Q3	$284K	Buy	3,390 +368	+12%	+$29.8K	0.04%	101
2025 Q2	$242K	Buy	3,022 +202	+7%	+$14.6K	0.04%	106
2025 Q1	$202K	Buy	+2,820	New	+$212K	0.04%	109
2023 Q3	–	Sell	-5,908	Closed	-$252K	–	99
2023 Q2	$252K	Buy	+5,908	New	+$238K	0.07%	81
2020 Q1	–	Sell	-100	Closed	-$5K	–	292
2019 Q4	$5K	Buy	+100	New	+$5.24K	﹤0.01%	221

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

Tobias Financial Advisors's WFC Position: Q1 2026 in Review

Tobias Financial Advisors reduced its Wells Fargo (WFC) stake by 15% in Q1 2026, selling an estimated $51.7K and leaving 3,499 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #115.

Tobias Financial Advisors first reported a position in WFC in Q4 2019 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Tobias Financial Advisors held 3,499 shares of Wells Fargo worth $279K as of Q1 2026.
Tobias Financial Advisors sold 602 Wells Fargo shares in Q1 2026, an estimated $51.7K.
Wells Fargo made up 0.04% of Tobias Financial Advisors's portfolio in Q1 2026, its #115 holding.
Tobias Financial Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 7 quarters since.
Tobias Financial Advisors's Wells Fargo position peaked at $382K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.