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Tradewinds LLC’s Wells Fargo WFC Stock Holding History

Tradewinds LLC’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 		$852K Buy
10,540
+2,013
+24% +$173K 0.27% 60
2025
Q4 		$795K Sell
8,527
-110
-1% -$9.55K 0.19% 87
2025
Q3 		$724K Buy
+8,637
New +$700K 0.18% 94
2025
Q2 		– Sell
-8,656
Closed -$621K – 264
2025
Q1 		$621K Buy
8,656
+86
+1% +$6.46K 0.18% 103
2024
Q4 		$684K Sell
8,570
-204
-2% -$13.9K 0.19% 96
2024
Q3 		$496K Sell
8,774
-303
-3% -$17.1K 0.15% 111
2024
Q2 		$539K Buy
+9,077
New +$536K 0.17% 105

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradewinds LLC's WFC Position: Q1 2026 in Review

Tradewinds LLC increased its Wells Fargo (WFC) stake by 24% in Q1 2026, buying an estimated $173K and bringing the position to 10,540 shares worth $852K. The position accounts for 0.27% of the portfolio, ranked #60.

Tradewinds LLC first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Tradewinds LLC held 10,540 shares of Wells Fargo worth $852K as of Q1 2026.
  • Tradewinds LLC bought 2,013 Wells Fargo shares in Q1 2026, an estimated $173K.
  • Wells Fargo made up 0.27% of Tradewinds LLC's portfolio in Q1 2026, its #60 holding.
  • Tradewinds LLC first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.