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United Advisor Group’s Wells Fargo WFC Stock Holding History

United Advisor Group’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 		$318K Buy
3,990
+199
+5% +$17.1K 0.04% 382
2025
Q4 		$353K Buy
3,791
+961
+34% +$83.4K 0.04% 344
2025
Q3 		$237K Buy
+2,830
New +$229K 0.03% 415
2024
Q3 		– Sell
-7,280
Closed -$432K – 357
2024
Q2 		$432K Buy
+7,280
New +$430K 0.13% 152

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

United Advisor Group's WFC Position: Q1 2026 in Review

United Advisor Group increased its Wells Fargo (WFC) stake by 5.2% in Q1 2026, buying an estimated $17.1K and bringing the position to 3,990 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #382.

United Advisor Group first reported a position in WFC in Q2 2024 and has held it in 4 quarters since. The position peaked at $432K in Q2 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • United Advisor Group held 3,990 shares of Wells Fargo worth $318K as of Q1 2026.
  • United Advisor Group bought 199 Wells Fargo shares in Q1 2026, an estimated $17.1K.
  • Wells Fargo made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #382 holding.
  • United Advisor Group first reported a position in Wells Fargo in Q2 2024 and has held it in 4 quarters since.
  • United Advisor Group's Wells Fargo position peaked at $432K in Q2 2024.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.