USA Financial Formulas’s Wells Fargo WFC Stock Holding History

USA Financial Formulas’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	$796	Hold	10	–	–	﹤0.01%	351
2025 Q4	$932	Buy	+10	New	+$868	﹤0.01%	302
2025 Q1	–	Sell	-11,462	Closed	-$805K	–	373
2024 Q4	$805K	Buy	+11,462	New	+$783K	0.13%	80
2024 Q3	–	Sell	-18,815	Closed	-$1.12M	–	370
2024 Q2	$1.12M	Buy	+18,815	New	+$1.11M	0.18%	45
2024 Q1	–	Sell	-28	Closed	-$1.38K	–	426
2023 Q4	$1.38K	Buy	28 +3	+12%	+$129	﹤0.01%	316
2023 Q3	$1.02K	Hold	25	–	–	﹤0.01%	397
2023 Q2	$1.07K	Hold	25	–	–	﹤0.01%	364
2023 Q1	$935	Buy	+25	New	+$1.09K	﹤0.01%	300
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	284
2022 Q2	$1K	Sell	22 -15,869	-100%	-$696K	﹤0.01%	312
2022 Q1	$770K	Buy	15,891 +14,242	+864%	+$762K	0.82%	59
2021 Q4	$79K	Sell	1,649 -19,040	-92%	-$937K	0.07%	142
2021 Q3	$960K	Buy	20,689 +19,539	+1,699%	+$904K	0.86%	58
2021 Q2	$52K	Buy	+1,150	New	+$51.4K	0.04%	219

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

USA Financial Formulas's WFC Position: Q1 2026 in Review

USA Financial Formulas held its Wells Fargo (WFC) position steady in Q1 2026 at 10 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #351.

USA Financial Formulas first reported a position in WFC in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.12M in Q2 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

USA Financial Formulas held 10 shares of Wells Fargo worth $796 as of Q1 2026.
USA Financial Formulas left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #351 holding.
USA Financial Formulas first reported a position in Wells Fargo in Q2 2021 and has held it in 14 quarters since.
USA Financial Formulas's Wells Fargo position peaked at $1.12M in Q2 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.