Verdence Capital Advisors’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 | $4.28M | Sell |
53,735
-11,782
| -18% | -$1.01M | 0.25% | 96 |
|
|
2025
Q4 | $6.11M | Sell |
65,517
-3,491
| -5% | -$303K | 0.36% | 62 |
|
|
2025
Q3 | $6M | Buy |
69,008
+17,089
| +33% | +$1.39M | 0.35% | 65 |
|
|
2025
Q2 | $4.16M | Buy |
51,919
+1,873
| +4% | +$135K | 0.28% | 88 |
|
|
2025
Q1 | $3.59M | Sell |
50,046
-2,761
| -5% | -$207K | 0.27% | 93 |
|
|
2024
Q4 | $3.71M | Buy |
52,807
+4,461
| +9% | +$305K | 0.3% | 85 |
|
|
2024
Q3 | $2.73M | Buy |
48,346
+12,713
| +36% | +$719K | 0.22% | 118 |
|
|
2024
Q2 | $2.12M | Buy |
35,633
+8,798
| +33% | +$519K | 0.19% | 141 |
|
|
2024
Q1 | $1.56M | Buy |
26,835
+8,901
| +50% | +$466K | 0.14% | 177 |
|
|
2023
Q4 | $883K | Sell |
17,934
-3,729
| -17% | -$161K | 0.09% | 236 |
|
|
2023
Q3 | $885K | Sell |
21,663
-41,854
| -66% | -$1.81M | 0.1% | 224 |
|
|
2023
Q2 | $2.71M | Buy |
63,517
+1,356
| +2% | +$54.6K | 0.31% | 84 |
|
|
2023
Q1 | $2.32M | Buy |
62,161
+4,246
| +7% | +$185K | 0.28% | 93 |
|
|
2022
Q4 | $2.39M | Sell |
57,915
-2,139
| -4% | -$94.7K | 0.29% | 84 |
|
|
2022
Q3 | $2.42M | Buy |
60,054
+7,862
| +15% | +$338K | 0.33% | 80 |
|
|
2022
Q2 | $2.04M | Sell |
52,192
-1,946
| -4% | -$85.4K | 0.26% | 100 |
|
|
2022
Q1 | $2.62M | Buy |
54,138
+12,162
| +29% | +$651K | 0.3% | 90 |
|
|
2021
Q4 | $2.01M | Sell |
41,976
-280
| -0.7% | -$13.8K | 0.24% | 101 |
|
|
2021
Q3 | $1.96M | Buy |
42,256
+4,966
| +13% | +$230K | 0.26% | 104 |
|
|
2021
Q2 | $1.69M | Buy |
37,290
+7,221
| +24% | +$322K | 0.23% | 112 |
|
|
2021
Q1 | $1.18M | Buy |
30,069
+15,014
| +100% | +$532K | 0.2% | 127 |
|
|
2020
Q4 | $454K | Sell |
15,055
-9,037
| -38% | -$234K | 0.09% | 222 |
|
|
2020
Q3 | $566K | Sell |
24,092
-20,627
| -46% | -$508K | 0.13% | 177 |
|
|
2020
Q2 | $1.15M | Buy |
44,719
+73
| +0.2% | +$2K | 0.28% | 98 |
|
|
2020
Q1 | $1.28M | Buy |
44,646
+13,998
| +46% | +$595K | 0.38% | 73 |
|
|
2019
Q4 | $1.65M | Buy |
30,648
+12,175
| +66% | +$638K | 0.4% | 72 |
|
|
2019
Q3 | $932K | Buy |
18,473
+8,826
| +91% | +$416K | 0.26% | 113 |
|
|
2019
Q2 | $456K | Buy |
9,647
+2,720
| +39% | +$127K | 0.13% | 180 |
|
|
2019
Q1 | $335K | Buy |
6,927
+1,256
| +22% | +$61.8K | 0.09% | 190 |
|
|
2018
Q4 | $261K | Buy |
5,671
+418
| +8% | +$21.4K | 0.07% | 201 |
|
|
2018
Q3 | $276K | Sell |
5,253
-2,868
| -35% | -$164K | 0.07% | 216 |
|
|
2018
Q2 | $450K | Sell |
8,121
-1,449
| -15% | -$77.6K | 0.11% | 175 |
|
|
2018
Q1 | $502K | Sell |
9,570
-5,430
| -36% | -$323K | 0.12% | 167 |
|
|
2017
Q4 | $910K | Buy |
+15,000
| New | +$847K | 0.22% | 92 |
|
Other funds holding WFC
VCM
VPM
Verdence Capital Advisors's WFC Position: Q1 2026 in Review
Verdence Capital Advisors reduced its Wells Fargo (WFC) stake by 18% in Q1 2026, selling an estimated $1.01M and leaving 53,735 shares worth $4.28M. The position accounts for 0.25% of the portfolio, ranked #96.
Verdence Capital Advisors first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.11M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Verdence Capital Advisors held 53,735 shares of Wells Fargo worth $4.28M as of Q1 2026.
- Verdence Capital Advisors sold 11,782 Wells Fargo shares in Q1 2026, an estimated $1.01M.
- Wells Fargo made up 0.25% of Verdence Capital Advisors's portfolio in Q1 2026, its #96 holding.
- Verdence Capital Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
- Verdence Capital Advisors's Wells Fargo position peaked at $6.11M in Q4 2025.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.