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von Borstel & Associates’s Wells Fargo WFC Stock Holding History

von Borstel & Associates’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 		$236K Buy
2,973
+23
+0.8% +$1.98K 0.05% 34
2025
Q4 		$274K Sell
2,950
-6,181
-68% -$537K 0.06% 35
2025
Q3 		$785K Buy
9,131
+6,181
+210% +$501K 0.12% 72
2025
Q2 		$228K Buy
2,950
+32
+1% +$2.31K 0.06% 39
2025
Q1 		$209K Sell
2,918
-32
-1% -$2.4K 0.06% 36
2024
Q4 		$207K Buy
+2,950
New +$201K 0.08% 38

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

von Borstel & Associates's WFC Position: Q1 2026 in Review

von Borstel & Associates increased its Wells Fargo (WFC) stake by 0.78% in Q1 2026, buying an estimated $1.98K and bringing the position to 2,973 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #34.

von Borstel & Associates first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $785K in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • von Borstel & Associates held 2,973 shares of Wells Fargo worth $236K as of Q1 2026.
  • von Borstel & Associates bought 23 Wells Fargo shares in Q1 2026, an estimated $1.98K.
  • Wells Fargo made up 0.05% of von Borstel & Associates's portfolio in Q1 2026, its #34 holding.
  • von Borstel & Associates first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • von Borstel & Associates's Wells Fargo position peaked at $785K in Q3 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.