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Valley National Advisers’s Wells Fargo WFC Stock Holding History

Valley National Advisers’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 		$761K Sell
9,577
-187
-2% -$16.1K 0.1% 149
2025
Q4 		$909K Buy
9,764
+13
+0.1% +$1.13K 0.13% 139
2025
Q3 		$817K Sell
9,751
-211
-2% -$17.1K 0.13% 138
2025
Q2 		$797K Buy
9,962
+540
+6% +$38.9K 0.13% 142
2025
Q1 		$675K Buy
9,422
+260
+3% +$19.5K 0.12% 143
2024
Q4 		$642K Buy
9,162
+13
+0.1% +$888 0.12% 145
2024
Q3 		$516K Sell
9,149
-15,585
-63% -$881K 0.09% 163
2024
Q2 		$1.47M Sell
24,734
-589
-2% -$34.8K 0.22% 93
2024
Q1 		$1.47M Sell
25,323
-157
-0.6% -$8.21K 0.22% 89
2023
Q4 		$1.25M Buy
25,480
+1,037
+4% +$44.8K 0.2% 95
2023
Q3 		$999K Sell
24,443
-894
-4% -$38.6K 0.17% 103
2023
Q2 		$1.08M Sell
25,337
-1,095
-4% -$44.1K 0.18% 103
2023
Q1 		$1.1M Sell
26,432
-281
-1% -$12.2K 0.19% 98
2022
Q4 		$1.14M Sell
26,713
-996
-4% -$44.1K 0.2% 96
2022
Q3 		$1.24M Sell
27,709
-233
-0.8% -$10K 0.26% 85
2022
Q2 		$1.12M Sell
27,942
-162
-0.6% -$7.11K 0.24% 83
2022
Q1 		$1.36M Sell
28,104
-387
-1% -$20.7K 0.26% 84
2021
Q4 		$1.37M Sell
28,491
-422
-1% -$20.8K 0.25% 102
2021
Q3 		$1.34M Sell
28,913
-170
-0.6% -$7.87K 0.24% 98
2021
Q2 		$1.32M Buy
29,083
+26
+0.1% +$1.16K 0.24% 97
2021
Q1 		$1.14M Buy
29,057
+1,579
+6% +$55.9K 0.22% 105
2020
Q4 		$829K Sell
27,478
-7,667
-22% -$198K 0.17% 113
2020
Q3 		$826K Sell
35,145
-1,925
-5% -$47.4K 0.19% 88
2020
Q2 		$949K Sell
37,070
-16,154
-30% -$442K 0.22% 76
2020
Q1 		$1.53M Sell
53,224
-4,990
-9% -$212K 0.42% 48
2019
Q4 		$3.13M Sell
58,214
-2,174
-4% -$114K 0.78% 30
2019
Q3 		$3.05M Sell
60,388
-1,468
-2% -$69.2K 0.84% 28
2019
Q2 		$2.93M Sell
61,856
-871
-1% -$40.7K 0.8% 33
2019
Q1 		$3.03M Sell
62,727
-1,623
-3% -$79.8K 0.87% 29
2018
Q4 		$2.96M Sell
64,350
-2,151
-3% -$110K 0.96% 26
2018
Q3 		$3.5M Buy
66,501
+721
+1% +$41.2K 1.21% 25
2018
Q2 		$3.65M Buy
65,780
+1,120
+2% +$60K 1.39% 14
2018
Q1 		$3.39M Sell
64,660
-542
-0.8% -$32.2K 1.26% 14
2017
Q4 		$3.96M Sell
65,202
-920
-1% -$52K 1.38% 11
2017
Q3 		$3.65M Sell
66,122
-3,814
-5% -$203K 1.25% 12
2017
Q2 		$3.88M Sell
69,936
-6,497
-9% -$348K 1.39% 11
2017
Q1 		$4.25M Sell
76,433
-27,164
-26% -$1.54M 1.62% 10
2016
Q4 		$5.71M Sell
103,597
-383
-0.4% -$19.3K 2.62% 5
2016
Q3 		$4.6M Buy
103,980
+11,422
+12% +$547K 2.38% 6
2016
Q2 		$4.38M Sell
92,558
-544
-0.6% -$26.5K 2.28% 7
2016
Q1 		$4.5M Buy
93,102
+1,403
+2% +$68.7K 2.41% 5
2015
Q4 		$4.99M Buy
91,699
+1,375
+2% +$74.7K 2.94% 3
2015
Q3 		$4.64M Sell
90,324
-1,165
-1% -$64.1K 2.81% 2
2015
Q2 		$5.14M Buy
91,489
+4,811
+6% +$268K 2.91% 2
2015
Q1 		$4.71M Buy
86,678
+2,031
+2% +$110K 2.78% 2
2014
Q4 		$3.84M Buy
+84,647
New +$4.48M 2.9% 6

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

Valley National Advisers's WFC Position: Q1 2026 in Review

Valley National Advisers reduced its Wells Fargo (WFC) stake by 1.9% in Q1 2026, selling an estimated $16.1K and leaving 9,577 shares worth $761K. The position accounts for 0.1% of the portfolio, ranked #149.

Valley National Advisers first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.71M in Q4 2016. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Valley National Advisers held 9,577 shares of Wells Fargo worth $761K as of Q1 2026.
  • Valley National Advisers sold 187 Wells Fargo shares in Q1 2026, an estimated $16.1K.
  • Wells Fargo made up 0.1% of Valley National Advisers's portfolio in Q1 2026, its #149 holding.
  • Valley National Advisers first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's Wells Fargo position peaked at $5.71M in Q4 2016.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.