Vestmark Advisory Solutions’s Wells Fargo WFC Stock Holding History

Vestmark Advisory Solutions’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	$5.54M	Buy	69,561 +29,767	+75%	+$2.56M	0.06%	322
2025 Q4	$3.71M	Sell	39,794 -1,574	-4%	-$137K	0.05%	381
2025 Q3	$3.47M	Sell	41,368 -680	-2%	-$55.1K	0.07%	291
2025 Q2	$3.37M	Buy	42,048 +32,864	+358%	+$2.37M	0.05%	286
2025 Q1	$659K	Sell	9,184 -23	-0.2%	-$1.73K	0.02%	477
2024 Q4	$647K	Buy	+9,207	New	+$629K	0.02%	378
2023 Q3	–	Sell	-34,307	Closed	-$1.46M	–	875
2023 Q2	$1.46M	Buy	34,307 +2,663	+8%	+$107K	0.06%	362
2023 Q1	$1.18M	Sell	31,644 -1,389	-4%	-$60.5K	0.05%	400
2022 Q4	$1.36M	Buy	33,033 +818	+3%	+$36.2K	0.07%	343
2022 Q3	$1.3M	Buy	32,215 +128	+0.4%	+$5.5K	0.07%	327
2022 Q2	$1.26M	Sell	32,087 -4,399	-12%	-$193K	0.07%	313
2022 Q1	$1.77M	Sell	36,486 -1,113	-3%	-$59.6K	0.1%	265
2021 Q4	$1.8M	Buy	37,599 +1,821	+5%	+$89.7K	0.1%	248
2021 Q3	$1.66M	Buy	35,778 +705	+2%	+$32.6K	0.11%	235
2021 Q2	$1.59M	Buy	35,073 +9,809	+39%	+$438K	0.11%	227
2021 Q1	$987K	Buy	25,264 +8,113	+47%	+$287K	0.09%	288
2020 Q4	$518K	Sell	17,151 -8,985	-34%	-$233K	0.06%	347
2020 Q3	$614K	Sell	26,136 -4,949	-16%	-$122K	0.08%	288
2020 Q2	$796K	Sell	31,085 -46,242	-60%	-$1.27M	0.12%	230
2020 Q1	$2.22M	Sell	77,327 -4,308	-5%	-$183K	0.43%	51
2019 Q4	$4.39M	Buy	81,635 +2,241	+3%	+$117K	0.9%	23
2019 Q3	$4M	Buy	79,394 +20,538	+35%	+$968K	0.65%	27
2019 Q2	$2.79M	Buy	58,856 +2,817	+5%	+$132K	0.48%	41
2019 Q1	$2.71M	Buy	+56,039	New	+$2.76M	0.48%	47

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vestmark Advisory Solutions's WFC Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Wells Fargo (WFC) stake by 75% in Q1 2026, buying an estimated $2.56M and bringing the position to 69,561 shares worth $5.54M. The position accounts for 0.06% of the portfolio, ranked #322.

Vestmark Advisory Solutions first reported a position in WFC in Q1 2019 and has held it in 24 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Vestmark Advisory Solutions held 69,561 shares of Wells Fargo worth $5.54M as of Q1 2026.
Vestmark Advisory Solutions bought 29,767 Wells Fargo shares in Q1 2026, an estimated $2.56M.
Wells Fargo made up 0.06% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #322 holding.
Vestmark Advisory Solutions first reported a position in Wells Fargo in Q1 2019 and has held it in 24 quarters since.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.