Vivid Wealth Management’s Wells Fargo WFC Stock Holding History

Vivid Wealth Management’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	$1.33M	Buy	16,750 +37	+0.2%	+$3.18K	0.54%	55
2025 Q4	$1.56M	Sell	16,713 -24	-0.1%	-$2.08K	0.61%	54
2025 Q3	$1.4M	Sell	16,737 -506	-3%	-$41K	0.56%	54
2025 Q2	$1.38M	Buy	17,243 +133	+0.8%	+$9.59K	0.61%	52
2025 Q1	$1.23M	Buy	17,110 +198	+1%	+$14.9K	0.61%	51
2024 Q4	$1.19M	Buy	16,912 +325	+2%	+$22.2K	0.6%	47
2024 Q3	$937K	Buy	16,587 +48	+0.3%	+$2.71K	0.49%	47
2024 Q2	$982K	Buy	16,539 +2,824	+21%	+$167K	0.55%	47
2024 Q1	$795K	Buy	13,715 +393	+3%	+$20.6K	0.5%	36
2023 Q4	$656K	Buy	+13,322	New	+$575K	0.45%	41

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

Vivid Wealth Management's WFC Position: Q1 2026 in Review

Vivid Wealth Management increased its Wells Fargo (WFC) stake by 0.22% in Q1 2026, buying an estimated $3.18K and bringing the position to 16,750 shares worth $1.33M. The position accounts for 0.54% of the portfolio, ranked #55.

Vivid Wealth Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Vivid Wealth Management held 16,750 shares of Wells Fargo worth $1.33M as of Q1 2026.
Vivid Wealth Management bought 37 Wells Fargo shares in Q1 2026, an estimated $3.18K.
Wells Fargo made up 0.54% of Vivid Wealth Management's portfolio in Q1 2026, its #55 holding.
Vivid Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Vivid Wealth Management's Wells Fargo position peaked at $1.56M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.