Turtle Creek Wealth Advisors’s Wells Fargo WFC Stock Holding History

Turtle Creek Wealth Advisors's WFC Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Wells Fargo (WFC) stake by 9.6% in Q1 2026, selling an estimated $154K and leaving 16,844 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #123.

Turtle Creek Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

• Turtle Creek Wealth Advisors held 16,844 shares of Wells Fargo worth $1.34M as of Q1 2026.
• Turtle Creek Wealth Advisors sold 1,795 Wells Fargo shares in Q1 2026, an estimated $154K.
• Wells Fargo made up 0.1% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #123 holding.
• Turtle Creek Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 8 quarters since.
• Turtle Creek Wealth Advisors's Wells Fargo position peaked at $1.74M in Q4 2025.
• 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.