True Link Financial Advisors’s Wells Fargo WFC Stock Holding History

True Link 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	$157K	Sell	1,971 -397	-17%	-$34.1K	0.01%	112
2025 Q4	$221K	Sell	2,368 -529	-18%	-$45.9K	0.01%	107
2025 Q3	$243K	Sell	2,897 -600	-17%	-$48.7K	0.02%	78
2025 Q2	$280K	Sell	3,497 -1,542	-31%	-$111K	0.02%	72
2025 Q1	$362K	Buy	+5,039	New	+$378K	0.03%	66
2021 Q4	–	Sell	-19	Closed	-$1K	–	810
2021 Q3	$1K	Buy	+19	New	+$879	﹤0.01%	775

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

True Link Financial Advisors's WFC Position: Q1 2026 in Review

True Link Financial Advisors reduced its Wells Fargo (WFC) stake by 17% in Q1 2026, selling an estimated $34.1K and leaving 1,971 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #112.

True Link Financial Advisors first reported a position in WFC in Q3 2021 and has held it in 6 quarters since. The position peaked at $362K in Q1 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

True Link Financial Advisors held 1,971 shares of Wells Fargo worth $157K as of Q1 2026.
True Link Financial Advisors sold 397 Wells Fargo shares in Q1 2026, an estimated $34.1K.
Wells Fargo made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #112 holding.
True Link Financial Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 6 quarters since.
True Link Financial Advisors's Wells Fargo position peaked at $362K in Q1 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.