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Visionary Wealth Advisors’s Wells Fargo WFC Stock Holding History

Visionary Wealth 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 		$889K Sell
11,171
-963
-8% -$82.7K 0.04% 305
2025
Q4 		$1.13M Buy
12,134
+6,159
+103% +$535K 0.05% 253
2025
Q3 		$501K Sell
5,975
-3,356
-36% -$272K 0.02% 383
2025
Q2 		$748K Buy
9,331
+3,887
+71% +$280K 0.04% 309
2025
Q1 		$391K Sell
5,444
-149
-3% -$11.2K 0.02% 383
2024
Q4 		$393K Sell
5,593
-165
-3% -$11.3K 0.02% 396
2024
Q3 		$325K Buy
5,758
+13
+0.2% +$735 0.02% 416
2024
Q2 		$341K Sell
5,745
-669
-10% -$39.5K 0.02% 393
2024
Q1 		$372K Sell
6,414
-790
-11% -$41.3K 0.03% 374
2023
Q4 		$355K Sell
7,204
-533
-7% -$23K 0.03% 366
2023
Q3 		$316K Sell
7,737
-793
-9% -$34.2K 0.03% 357
2023
Q2 		$364K Sell
8,530
-890
-9% -$35.8K 0.03% 339
2023
Q1 		$352K Buy
9,420
+341
+4% +$14.9K 0.03% 329
2022
Q4 		$375K Buy
9,079
+1,642
+22% +$72.7K 0.03% 284
2022
Q3 		$299K Sell
7,437
-2,328
-24% -$100K 0.03% 300
2022
Q2 		$382K Sell
9,765
-5,813
-37% -$255K 0.03% 279
2022
Q1 		$755K Buy
15,578
+4,023
+35% +$215K 0.06% 201
2021
Q4 		$554K Buy
11,555
+4,526
+64% +$223K 0.05% 219
2021
Q3 		$326K Sell
7,029
-1,262
-15% -$58.4K 0.03% 239
2021
Q2 		$376K Buy
8,291
+1,192
+17% +$53.2K 0.04% 239
2021
Q1 		$277K Sell
7,099
-101,770
-93% -$3.6M 0.03% 268
2020
Q4 		$3.29M Buy
108,869
+3,020
+3% +$78.2K 0.37% 70
2020
Q3 		$2.49M Buy
105,849
+19,301
+22% +$476K 0.35% 74
2020
Q2 		$2.22M Buy
86,548
+28,997
+50% +$793K 0.34% 79
2020
Q1 		$1.65M Buy
57,551
+8,505
+17% +$362K 0.31% 82
2019
Q4 		$2.64M Buy
+49,046
New +$2.57M 0.47% 58

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

Visionary Wealth Advisors's WFC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Wells Fargo (WFC) stake by 7.9% in Q1 2026, selling an estimated $82.7K and leaving 11,171 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #305.

Visionary Wealth Advisors first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.29M in Q4 2020. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Visionary Wealth Advisors held 11,171 shares of Wells Fargo worth $889K as of Q1 2026.
  • Visionary Wealth Advisors sold 963 Wells Fargo shares in Q1 2026, an estimated $82.7K.
  • Wells Fargo made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #305 holding.
  • Visionary Wealth Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Wells Fargo position peaked at $3.29M in Q4 2020.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.