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Valley Wealth Managers’s Wells Fargo WFC Stock Holding History

Valley Wealth Managers’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 		$33.9K Sell
426
-105
-20% -$9.02K ﹤0.01% 228
2025
Q4 		$49.5K Hold
531
– – ﹤0.01% 217
2025
Q3 		$44.5K Buy
531
+505
+1,942% +$41K ﹤0.01% 212
2025
Q2 		$2.08K Sell
26
-360
-93% -$26K ﹤0.01% 273
2025
Q1 		$27.7K Hold
386
– – ﹤0.01% 231
2024
Q4 		$27.1K Hold
386
– – ﹤0.01% 246
2024
Q3 		$21.8K Hold
386
– – ﹤0.01% 263
2024
Q2 		$22.9K Buy
386
+360
+1,385% +$21.3K ﹤0.01% 253
2024
Q1 		$1.51K Hold
26
– – ﹤0.01% 282
2023
Q4 		$1.28K Hold
26
– – ﹤0.01% 303
2023
Q3 		$1.06K Hold
26
– – ﹤0.01% 335
2023
Q2 		$1.11K Hold
26
– – ﹤0.01% 309
2023
Q1 		$972 Hold
26
– – ﹤0.01% 326
2022
Q4 		$1.07K Sell
26
-400
-94% -$17.7K ﹤0.01% 338
2022
Q3 		$17K Hold
426
– – ﹤0.01% 300
2022
Q2 		$17K Buy
+426
New +$18.7K ﹤0.01% 304
2020
Q1 		– Sell
-307,006
Closed -$16.5M – 188
2019
Q4 		$16.5M Sell
307,006
-76
-0% -$3.98K 1.65% 32
2019
Q3 		$15.5M Buy
307,082
+6,577
+2% +$310K 1.64% 33
2019
Q2 		$14.2M Buy
300,505
+4,197
+1% +$196K 1.51% 35
2019
Q1 		$14.3M Buy
296,308
+16,871
+6% +$830K 1.56% 37
2018
Q4 		$12.9M Sell
279,437
-9,767
-3% -$500K 1.68% 32
2018
Q3 		$15.2M Sell
289,204
-4,670
-2% -$267K 1.8% 33
2018
Q2 		$16.3M Buy
293,874
+3,171
+1% +$170K 1.99% 26
2018
Q1 		$15.2M Buy
290,703
+11,490
+4% +$683K 1.85% 33
2017
Q4 		$16.9M Sell
279,213
-2,594
-0.9% -$147K 2.04% 27
2017
Q3 		$15.5M Sell
281,807
-6,270
-2% -$333K 1.95% 31
2017
Q2 		$16M Buy
288,077
+3,589
+1% +$192K 2.14% 18
2017
Q1 		$15.8M Sell
284,488
-709
-0.2% -$40.2K 2.1% 11
2016
Q4 		$15.7M Sell
285,197
-4,819
-2% -$242K 2.25% 10
2016
Q3 		$12.8M Buy
290,016
+12,275
+4% +$587K 1.89% 32
2016
Q2 		$13.1M Buy
277,741
+19,074
+7% +$930K 2% 25
2016
Q1 		$12.5M Buy
258,667
+10,684
+4% +$523K 2.11% 28
2015
Q4 		$13.5M Buy
247,983
+141
+0.1% +$7.66K 2.42% 10
2015
Q3 		$12.7M Buy
247,842
+4,679
+2% +$257K 2.32% 12
2015
Q2 		$13.7M Sell
243,163
-830
-0.3% -$46.3K 2.38% 8
2015
Q1 		$13.3M Sell
243,993
-2,399
-1% -$130K 2.29% 13
2014
Q4 		$13.5M Buy
246,392
+3,413
+1% +$181K 2.41% 10
2014
Q3 		$12.6M Sell
242,979
-8,650
-3% -$445K 2.41% 8
2014
Q2 		$13.2M Sell
251,629
-2,895
-1% -$146K 2.51% 6
2014
Q1 		$12.7M Sell
254,524
-7,977
-3% -$372K 2.53% 4
2013
Q4 		$11.9M Sell
262,501
-7,705
-3% -$333K 2.45% 6
2013
Q3 		$11.2M Sell
270,206
-93
-0% -$3.97K 2.44% 8
2013
Q2 		$11.2M Buy
+270,299
New +$10.5M 2.53% 5

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 Wealth Managers's WFC Position: Q1 2026 in Review

Valley Wealth Managers reduced its Wells Fargo (WFC) stake by 20% in Q1 2026, selling an estimated $9.02K and leaving 426 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Valley Wealth Managers first reported a position in WFC in Q2 2013 and has held it in 43 quarters since. The position peaked at $16.9M in Q4 2017. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Valley Wealth Managers held 426 shares of Wells Fargo worth $33.9K as of Q1 2026.
  • Valley Wealth Managers sold 105 Wells Fargo shares in Q1 2026, an estimated $9.02K.
  • Wells Fargo made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #228 holding.
  • Valley Wealth Managers first reported a position in Wells Fargo in Q2 2013 and has held it in 43 quarters since.
  • Valley Wealth Managers's Wells Fargo position peaked at $16.9M in Q4 2017.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.