TAP
WFC icon

TSG Advice Partners’s Wells Fargo WFC Stock Holding History

TSG Advice Partners’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 		$391K Buy
4,913
+472
+11% +$40.5K 0.06% 94
2025
Q4 		$414K Buy
+4,441
New +$386K 0.06% 74

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

TSG Advice Partners's WFC Position: Q1 2026 in Review

TSG Advice Partners increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $40.5K and bringing the position to 4,913 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #94.

TSG Advice Partners first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $414K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • TSG Advice Partners held 4,913 shares of Wells Fargo worth $391K as of Q1 2026.
  • TSG Advice Partners bought 472 Wells Fargo shares in Q1 2026, an estimated $40.5K.
  • Wells Fargo made up 0.06% of TSG Advice Partners's portfolio in Q1 2026, its #94 holding.
  • TSG Advice Partners first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Wells Fargo position peaked at $414K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.