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Washington Trust Advisors’s Wells Fargo WFC Stock Holding History

Washington Trust 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 		$530K Sell
6,653
-70
-1% -$6.01K 0.04% 148
2025
Q4 		$627K Buy
6,723
+1,636
+32% +$142K 0.05% 137
2025
Q3 		$426K Sell
5,087
-147
-3% -$11.9K 0.03% 159
2025
Q2 		$419K Buy
5,234
+22
+0.4% +$1.59K 0.03% 144
2025
Q1 		$374K Sell
5,212
-1,775
-25% -$133K 0.03% 147
2024
Q4 		$491K Buy
6,987
+169
+2% +$11.5K 0.04% 130
2024
Q3 		$385K Sell
6,818
-166
-2% -$9.39K 0.03% 144
2024
Q2 		$415K Sell
6,984
-250
-3% -$14.8K 0.04% 134
2024
Q1 		$419K Buy
7,234
+84
+1% +$4.39K 0.04% 133
2023
Q4 		$352K Buy
7,150
+100
+1% +$4.32K 0.03% 142
2023
Q3 		$288K Buy
7,050
+2,300
+48% +$99.3K 0.03% 151
2023
Q2 		$203K Sell
4,750
-523
-10% -$21.1K 0.02% 180
2023
Q1 		$197K Sell
5,273
-383
-7% -$16.7K 0.02% 184
2022
Q4 		$234K Sell
5,656
-4,829
-46% -$214K 0.03% 170
2022
Q3 		$422K Buy
10,485
+290
+3% +$12.5K 0.04% 141
2022
Q2 		$400K Buy
10,195
+2,374
+30% +$104K 0.04% 145
2022
Q1 		$379K Sell
7,821
-1,696
-18% -$90.8K 0.03% 175
2021
Q4 		$457K Buy
+9,517
New +$469K 0.03% 167

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

Washington Trust Advisors's WFC Position: Q1 2026 in Review

Washington Trust Advisors reduced its Wells Fargo (WFC) stake by 1% in Q1 2026, selling an estimated $6.01K and leaving 6,653 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #148.

Washington Trust Advisors first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $627K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Washington Trust Advisors held 6,653 shares of Wells Fargo worth $530K as of Q1 2026.
  • Washington Trust Advisors sold 70 Wells Fargo shares in Q1 2026, an estimated $6.01K.
  • Wells Fargo made up 0.04% of Washington Trust Advisors's portfolio in Q1 2026, its #148 holding.
  • Washington Trust Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Wells Fargo position peaked at $627K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.