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VestGen Advisors’s Wells Fargo WFC Stock Holding History

VestGen Advisors’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 		$1.9M Buy
25,268
+7,178
+40% +$617K 0.05% 312
2025
Q4 		$1.69M Sell
18,090
-1,018
-5% -$88.4K 0.07% 258
2025
Q3 		$1.6M Sell
19,108
-509
-3% -$41.3K 0.05% 288
2025
Q2 		$1.56M Buy
19,617
+1,737
+10% +$125K 0.06% 255
2025
Q1 		$1.28M Buy
+17,880
New +$1.34M 0.06% 275

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

VestGen Advisors's WFC Position: Q1 2026 in Review

VestGen Advisors increased its Wells Fargo (WFC) stake by 40% in Q1 2026, buying an estimated $617K and bringing the position to 25,268 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #312.

VestGen Advisors first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • VestGen Advisors held 25,268 shares of Wells Fargo worth $1.9M as of Q1 2026.
  • VestGen Advisors bought 7,178 Wells Fargo shares in Q1 2026, an estimated $617K.
  • Wells Fargo made up 0.05% of VestGen Advisors's portfolio in Q1 2026, its #312 holding.
  • VestGen Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.