Valmark Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $707K | Sell |
8,884
-891
| -9% | -$76.5K | 0.01% | 407 |
|
|
2025
Q4 | $911K | Buy |
9,775
+1,409
| +17% | +$122K | 0.01% | 352 |
|
|
2025
Q3 | $701K | Sell |
8,366
-34
| -0.4% | -$2.76K | 0.01% | 382 |
|
|
2025
Q2 | $673K | Sell |
8,400
-5
| -0.1% | -$361 | 0.01% | 399 |
|
|
2025
Q1 | $603K | Buy |
8,405
+105
| +1% | +$7.88K | 0.01% | 392 |
|
|
2024
Q4 | $583K | Buy |
8,300
+431
| +5% | +$29.4K | 0.01% | 391 |
|
|
2024
Q3 | $445K | Sell |
7,869
-695
| -8% | -$39.3K | 0.01% | 438 |
|
|
2024
Q2 | $509K | Buy |
8,564
+1,321
| +18% | +$78K | 0.01% | 385 |
|
|
2024
Q1 | $420K | Sell |
7,243
-884
| -11% | -$46.3K | 0.01% | 409 |
|
|
2023
Q4 | $400K | Sell |
8,127
-6,635
| -45% | -$286K | 0.01% | 386 |
|
|
2023
Q3 | $603K | Sell |
14,762
-74
| -0.5% | -$3.19K | 0.01% | 298 |
|
|
2023
Q2 | $633K | Sell |
14,836
-178
| -1% | -$7.17K | 0.01% | 294 |
|
|
2023
Q1 | $561K | Sell |
15,014
-2,043
| -12% | -$89K | 0.01% | 307 |
|
|
2022
Q4 | $704K | Buy |
17,057
+6,798
| +66% | +$301K | 0.02% | 260 |
|
|
2022
Q3 | $413K | Buy |
10,259
+391
| +4% | +$16.8K | 0.01% | 310 |
|
|
2022
Q2 | $387K | Buy |
9,868
+1,980
| +25% | +$86.9K | 0.01% | 320 |
|
|
2022
Q1 | $382K | Buy |
7,888
+87
| +1% | +$4.66K | 0.01% | 336 |
|
|
2021
Q4 | $374K | Buy |
7,801
+1,720
| +28% | +$84.7K | 0.01% | 317 |
|
|
2021
Q3 | $282K | Sell |
6,081
-266
| -4% | -$12.3K | 0.01% | 334 |
|
|
2021
Q2 | $287K | Sell |
6,347
-71
| -1% | -$3.17K | 0.01% | 339 |
|
|
2021
Q1 | $251K | Buy |
+6,418
| New | +$227K | ﹤0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-6,548
| Closed | -$352K | – | 251 |
|
|
2019
Q4 | $352K | Buy |
6,548
+731
| +13% | +$38.3K | 0.01% | 177 |
|
|
2019
Q3 | $293K | Buy |
5,817
+823
| +16% | +$38.8K | 0.01% | 193 |
|
|
2019
Q2 | $236K | Hold |
4,994
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $241K | Sell |
4,994
-56
| -1% | -$2.75K | 0.01% | 199 |
|
|
2018
Q4 | $233K | Sell |
5,050
-752
| -13% | -$38.5K | 0.01% | 188 |
|
|
2018
Q3 | $305K | Hold |
5,802
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $322K | Hold |
5,802
| – | – | 0.01% | 146 |
|
|
2018
Q1 | $304K | Buy |
5,802
+492
| +9% | +$29.2K | 0.01% | 148 |
|
|
2017
Q4 | $322K | Buy |
+5,310
| New | +$300K | 0.01% | 143 |
|
Other funds holding WFC
VCM
VPM
Valmark Advisers's WFC Position: Q1 2026 in Review
Valmark Advisers reduced its Wells Fargo (WFC) stake by 9.1% in Q1 2026, selling an estimated $76.5K and leaving 8,884 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #407.
Valmark Advisers first reported a position in WFC in Q4 2017 and has held it in 30 quarters since. The position peaked at $911K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Valmark Advisers held 8,884 shares of Wells Fargo worth $707K as of Q1 2026.
- Valmark Advisers sold 891 Wells Fargo shares in Q1 2026, an estimated $76.5K.
- Wells Fargo made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #407 holding.
- Valmark Advisers first reported a position in Wells Fargo in Q4 2017 and has held it in 30 quarters since.
- Valmark Advisers's Wells Fargo position peaked at $911K in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.