VCI Wealth Management’s Wells Fargo WFC Stock Holding History

VCI Wealth Management’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 Q3	$1.67M	Sell	20,876 -1,948	-9%	-$169K	0.4%	61
2026 Q2	$1.89M	Buy	22,824 +3,781	+20%	+$304K	0.47%	61
2026 Q1	$1.52M	Sell	19,043 -2,701	-12%	-$232K	0.42%	56
2025 Q4	$2.03M	Buy	+21,744	New	+$1.89M	0.56%	45
2024 Q3	–	Sell	-18,889	Closed	-$1.12M	–	125
2024 Q2	$1.12M	Buy	18,889 +4,038	+27%	+$238K	0.55%	46
2024 Q1	$861K	Sell	14,851 -862	-5%	-$45.1K	0.58%	45
2023 Q4	$773K	Buy	+15,713	New	+$678K	0.47%	64

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

VCI Wealth Management's WFC Position: Q3 2026 in Review

VCI Wealth Management reduced its Wells Fargo (WFC) stake by 8.5% in Q3 2026, selling an estimated $169K and leaving 20,876 shares worth $1.67M. The position accounts for 0.4% of the portfolio, ranked #61.

VCI Wealth Management first reported a position in WFC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2025. 1,821 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

VCI Wealth Management held 20,876 shares of Wells Fargo worth $1.67M as of Q3 2026.
VCI Wealth Management sold 1,948 Wells Fargo shares in Q3 2026, an estimated $169K.
Wells Fargo made up 0.4% of VCI Wealth Management's portfolio in Q3 2026, its #61 holding.
VCI Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 7 quarters since.
VCI Wealth Management's Wells Fargo position peaked at $2.03M in Q4 2025.
1,821 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.