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Tradition Wealth Management’s Wells Fargo WFC Stock Holding History

Tradition Wealth Management’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 		$2.66M Sell
33,411
-520
-2% -$44.7K 0.19% 112
2025
Q4 		$3.16M Buy
33,931
+127
+0.4% +$11K 0.23% 94
2025
Q3 		$2.83M Buy
33,804
+4,193
+14% +$340K 0.21% 97
2025
Q2 		$2.37M Sell
29,611
-809
-3% -$58.3K 0.19% 109
2025
Q1 		$2.18M Buy
30,420
+143
+0.5% +$10.7K 0.19% 103
2024
Q4 		$2.13M Sell
30,277
-176
-0.6% -$12K 0.19% 103
2024
Q3 		$1.72M Sell
30,453
-941
-3% -$53.2K 0.15% 120
2024
Q2 		$1.86M Buy
31,394
+2,577
+9% +$152K 0.18% 108
2024
Q1 		$1.67M Sell
28,817
-112
-0.4% -$5.86K 0.17% 114
2023
Q4 		$1.42M Sell
28,929
-2,063
-7% -$89K 0.15% 114
2023
Q3 		$1.27M Sell
30,992
-68
-0.2% -$2.94K 0.15% 110
2023
Q2 		$1.33M Sell
31,060
-1,098
-3% -$44.2K 0.15% 108
2023
Q1 		$1.2M Buy
32,158
+293
+0.9% +$12.8K 0.15% 106
2022
Q4 		$1.32M Buy
31,865
+34
+0.1% +$1.5K 0.19% 92
2022
Q3 		$1.28M Sell
31,831
-451
-1% -$19.4K 0.19% 89
2022
Q2 		$1.26M Sell
32,282
-1,901
-6% -$83.4K 0.18% 97
2022
Q1 		$1.66M Buy
34,183
+2,627
+8% +$141K 0.21% 99
2021
Q4 		$1.51M Sell
31,556
-195
-0.6% -$9.6K 0.19% 107
2021
Q3 		$1.47M Buy
31,751
+115
+0.4% +$5.32K 0.21% 103
2021
Q2 		$1.43M Buy
31,636
+7
+0% +$313 0.21% 104
2021
Q1 		$1.24M Buy
31,629
+11,935
+61% +$423K 0.21% 97
2020
Q4 		$594K Buy
+19,694
New +$510K 0.12% 130

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

Tradition Wealth Management's WFC Position: Q1 2026 in Review

Tradition Wealth Management reduced its Wells Fargo (WFC) stake by 1.5% in Q1 2026, selling an estimated $44.7K and leaving 33,411 shares worth $2.66M. The position accounts for 0.19% of the portfolio, ranked #112.

Tradition Wealth Management first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.16M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Tradition Wealth Management held 33,411 shares of Wells Fargo worth $2.66M as of Q1 2026.
  • Tradition Wealth Management sold 520 Wells Fargo shares in Q1 2026, an estimated $44.7K.
  • Wells Fargo made up 0.19% of Tradition Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Tradition Wealth Management first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Wells Fargo position peaked at $3.16M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.