Trask Adam Roland’s Wells Fargo WFC Stock Holding History

Trask Adam Roland’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	$850K	Buy	+10,675	New	+$917K	0.8%	34

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trask Adam Roland's WFC Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Wells Fargo (WFC) in Q1 2026: 10,675 shares worth $850K. The stake represents 0.8% of the portfolio and ranks #34 among its holdings.

2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Trask Adam Roland held 10,675 shares of Wells Fargo worth $850K as of Q1 2026.
Wells Fargo was a new Trask Adam Roland position in Q1 2026.
Wells Fargo made up 0.8% of Trask Adam Roland's portfolio in Q1 2026, its #34 holding.
2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.