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Tranquilli Financial Advisor’s Wells Fargo WFC Stock Holding History

Tranquilli Financial Advisor’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 		$1.07M Sell
13,384
-1,831
-12% -$157K 0.62% 43
2025
Q4 		$1.42M Sell
15,215
-76
-0.5% -$6.6K 0.82% 34
2025
Q3 		$1.28M Buy
15,291
+87
+0.6% +$7.05K 0.76% 40
2025
Q2 		$1.22M Buy
15,204
+586
+4% +$42.3K 0.75% 40
2025
Q1 		$1.05M Buy
14,618
+415
+3% +$31.2K 0.66% 42
2024
Q4 		$998K Sell
14,203
-1,427
-9% -$97.4K 0.63% 41
2024
Q3 		$883K Buy
15,630
+268
+2% +$15.2K 0.55% 48
2024
Q2 		$931K Buy
15,362
+446
+3% +$26.3K 0.62% 43
2024
Q1 		$865K Buy
14,916
+2,321
+18% +$121K 0.58% 45
2023
Q4 		$620K Buy
12,595
+964
+8% +$41.6K 0.44% 48
2023
Q3 		$475K Buy
11,631
+1,831
+19% +$79.1K 0.34% 55
2023
Q2 		$418K Sell
9,800
-93
-0.9% -$3.74K 0.3% 62
2023
Q1 		$370K Buy
9,893
+899
+10% +$39.2K 0.28% 65
2022
Q4 		$371K Buy
8,994
+1,791
+25% +$79.3K 0.28% 63
2022
Q3 		$290K Buy
7,203
+1,296
+22% +$55.7K 0.23% 53
2022
Q2 		$231K Buy
5,907
+784
+15% +$34.4K 0.18% 59
2022
Q1 		$248K Buy
5,123
+76
+2% +$4.07K 0.18% 72
2021
Q4 		$242K Buy
5,047
+85
+2% +$4.18K 0.17% 74
2021
Q3 		$230K Buy
4,962
+70
+1% +$3.24K 0.17% 70
2021
Q2 		$222K Buy
+4,892
New +$218K 0.17% 75

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

Tranquilli Financial Advisor's WFC Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $157K and leaving 13,384 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #43.

Tranquilli Financial Advisor first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.42M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Tranquilli Financial Advisor held 13,384 shares of Wells Fargo worth $1.07M as of Q1 2026.
  • Tranquilli Financial Advisor sold 1,831 Wells Fargo shares in Q1 2026, an estimated $157K.
  • Wells Fargo made up 0.62% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #43 holding.
  • Tranquilli Financial Advisor first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
  • Tranquilli Financial Advisor's Wells Fargo position peaked at $1.42M in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.