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UP Strategic Wealth Investment Advisors’s Wells Fargo WFC Stock Holding History

UP Strategic Wealth Investment 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 		$384K Buy
4,850
+2,000
+70% +$172K 0.24% 59
2025
Q4 		$268K Hold
2,850
– – 0.19% 72
2025
Q3 		$246K Sell
2,850
-451
-14% -$36.6K 0.18% 76
2025
Q2 		$264K Sell
3,301
-140
-4% -$10.1K 0.21% 72
2025
Q1 		$247K Buy
+3,441
New +$258K 0.22% 71

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

UP Strategic Wealth Investment Advisors's WFC Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Wells Fargo (WFC) stake by 70% in Q1 2026, buying an estimated $172K and bringing the position to 4,850 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #59.

UP Strategic Wealth Investment Advisors first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 4,850 shares of Wells Fargo worth $384K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 2,000 Wells Fargo shares in Q1 2026, an estimated $172K.
  • Wells Fargo made up 0.24% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.