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Victrix Investment Advisors’s Wells Fargo WFC Stock Holding History

Victrix Investment 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 		– Sell
-2,339
Closed -$218K – 114
2025
Q4 		$218K Sell
2,339
-94
-4% -$8.16K 0.08% 100
2025
Q3 		$204K Buy
+2,433
New +$197K 0.11% 69

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

Victrix Investment Advisors's WFC Position: Q1 2026 in Review

Victrix Investment Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,339 shares — an estimated $218K sold.

Victrix Investment Advisors first reported a position in WFC in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Victrix Investment Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Victrix Investment Advisors sold 2,339 Wells Fargo shares in Q1 2026, an estimated $218K.
  • Victrix Investment Advisors first reported a position in Wells Fargo in Q3 2025 and held it in 2 quarters.
  • Victrix Investment Advisors's Wells Fargo position peaked at $218K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Victrix Investment Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.