Wallace Advisory Group’s Wells Fargo WFC Stock Holding History

Wallace Advisory Group’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	$548K	Buy	6,879 +96	+1%	+$8.25K	0.58%	37
2025 Q4	$632K	Sell	6,783 -3,490	-34%	-$303K	0.66%	34
2025 Q3	$823K	Sell	10,273 -1,342	-12%	-$109K	0.66%	38
2025 Q2	$834K	Sell	11,615 -2,484	-18%	-$179K	0.61%	43
2025 Q1	$990K	Sell	14,099 -2,849	-17%	-$214K	0.69%	33
2024 Q4	$957K	Sell	16,948 -1,104	-6%	-$75.4K	0.66%	37
2024 Q3	$1.07M	Sell	18,052 -302	-2%	-$17.1K	0.78%	28
2024 Q2	$1.09M	Sell	18,354 -2,231	-11%	-$132K	0.78%	28
2024 Q1	$1.01M	Sell	20,585 -12	-0.1%	-$628	0.76%	35
2023 Q4	$842K	Buy	20,597 +9,526	+86%	+$411K	0.66%	37
2023 Q3	$472K	Buy	11,071 +176	+2%	+$7.6K	0.34%	76
2023 Q2	$407K	Hold	10,895	–	–	0.31%	92
2023 Q1	$407K	Buy	10,895 +1,186	+12%	+$51.7K	0.31%	92
2022 Q4	$401K	Buy	+9,709	New	+$430K	0.32%	88

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

Wallace Advisory Group's WFC Position: Q1 2026 in Review

Wallace Advisory Group increased its Wells Fargo (WFC) stake by 1.4% in Q1 2026, buying an estimated $8.25K and bringing the position to 6,879 shares worth $548K. The position accounts for 0.58% of the portfolio, ranked #37.

Wallace Advisory Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wallace Advisory Group held 6,879 shares of Wells Fargo worth $548K as of Q1 2026.
Wallace Advisory Group bought 96 Wells Fargo shares in Q1 2026, an estimated $8.25K.
Wells Fargo made up 0.58% of Wallace Advisory Group's portfolio in Q1 2026, its #37 holding.
Wallace Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Wells Fargo position peaked at $1.09M in Q2 2024.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.