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Waverly Advisors’s Wells Fargo WFC Stock Holding History

Waverly 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 		$13.6M Buy
170,803
+5,120
+3% +$440K 0.1% 201
2025
Q4 		$15.4M Buy
165,683
+10,542
+7% +$915K 0.13% 153
2025
Q3 		$13M Buy
155,141
+3,923
+3% +$318K 0.13% 156
2025
Q2 		$12.1M Buy
151,218
+1,195
+0.8% +$86.2K 0.13% 165
2025
Q1 		$10.8M Buy
150,023
+81,710
+120% +$6.13M 0.13% 172
2024
Q4 		$4.8M Buy
68,313
+14,103
+26% +$963K 0.07% 223
2024
Q3 		$3.06M Sell
54,210
-829
-2% -$46.9K 0.06% 264
2024
Q2 		$3.27M Buy
55,039
+5,675
+11% +$335K 0.06% 244
2024
Q1 		$2.86M Buy
49,364
+12,588
+34% +$659K 0.07% 210
2023
Q4 		$1.81M Buy
36,776
+20,705
+129% +$893K 0.07% 160
2023
Q3 		$657K Buy
16,071
+291
+2% +$12.6K 0.03% 229
2023
Q2 		$674K Buy
15,780
+767
+5% +$30.9K 0.03% 216
2023
Q1 		$561K Buy
15,013
+4,945
+49% +$216K 0.03% 180
2022
Q4 		$416K Sell
10,068
-503
-5% -$22.3K 0.02% 198
2022
Q3 		$425K Sell
10,571
-4,825
-31% -$207K 0.03% 168
2022
Q2 		$604K Buy
15,396
+685
+5% +$30.1K 0.06% 115
2022
Q1 		$713K Sell
14,711
-131
-0.9% -$7.01K 0.06% 98
2021
Q4 		$865K Buy
14,842
+1,082
+8% +$53.3K 0.07% 85
2021
Q3 		$696K Buy
13,760
+32
+0.2% +$1.48K 0.06% 99
2021
Q2 		$691K Buy
13,728
+1,461
+12% +$65.2K 0.06% 90
2021
Q1 		$561K Buy
+12,267
New +$434K 0.06% 96
2019
Q3 		– Sell
-5,937
Closed -$281K – 137
2019
Q2 		$281K Buy
5,937
+245
+4% +$11.5K 0.04% 105
2019
Q1 		$275K Buy
5,692
+201
+4% +$9.89K 0.04% 101
2018
Q4 		$253K Sell
5,491
-30,929
-85% -$1.58M 0.04% 100
2018
Q3 		$1.91M Buy
36,420
+8
+0% +$457 0.28% 41
2018
Q2 		$2.02M Sell
36,412
-1,987
-5% -$106K 0.31% 37
2018
Q1 		$2.01M Sell
38,399
-5,318
-12% -$316K 0.33% 36
2017
Q4 		$2.65M Buy
43,717
+4,947
+13% +$279K 0.38% 33
2017
Q3 		$2.14M Sell
38,770
-4,379
-10% -$233K 0.46% 34
2017
Q2 		$2.39M Sell
43,149
-709
-2% -$38K 0.6% 21
2017
Q1 		$2.44M Buy
43,858
+31,954
+268% +$1.81M 0.64% 20
2016
Q4 		$656K Buy
11,904
+740
+7% +$37.2K 0.24% 45
2016
Q3 		$494K Buy
11,164
+4,621
+71% +$221K 0.21% 48
2016
Q2 		$310K Buy
6,543
+264
+4% +$12.9K 0.14% 60
2016
Q1 		$304K Buy
6,279
+389
+7% +$19K 0.19% 56
2015
Q4 		$320K Buy
5,890
+3,051
+107% +$166K 0.14% 86
2015
Q3 		$146K Buy
2,839
+302
+12% +$16.6K 0.1% 63
2015
Q2 		$143K Buy
2,537
+9
+0.4% +$502 0.09% 60
2015
Q1 		$138K Buy
2,528
+242
+11% +$13.1K 0.07% 55
2014
Q4 		$125K Sell
2,286
-6,683
-75% -$354K 0.06% 67
2014
Q3 		$465K Sell
8,969
-898
-9% -$46.2K 0.25% 45
2014
Q2 		$519K Sell
9,867
-748
-7% -$37.6K 0.22% 44
2014
Q1 		$528K Buy
10,615
+762
+8% +$35.5K 0.24% 43
2013
Q4 		$447K Buy
9,853
+7,480
+315% +$323K 0.16% 72
2013
Q3 		$98K Buy
+2,373
New +$101K 0.05% 157

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

Waverly Advisors's WFC Position: Q1 2026 in Review

Waverly Advisors increased its Wells Fargo (WFC) stake by 3.1% in Q1 2026, buying an estimated $440K and bringing the position to 170,803 shares worth $13.6M. The position accounts for 0.1% of the portfolio, ranked #201.

Waverly Advisors first reported a position in WFC in Q3 2013 and has held it in 45 quarters since. The position peaked at $15.4M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Waverly Advisors held 170,803 shares of Wells Fargo worth $13.6M as of Q1 2026.
  • Waverly Advisors bought 5,120 Wells Fargo shares in Q1 2026, an estimated $440K.
  • Wells Fargo made up 0.1% of Waverly Advisors's portfolio in Q1 2026, its #201 holding.
  • Waverly Advisors first reported a position in Wells Fargo in Q3 2013 and has held it in 45 quarters since.
  • Waverly Advisors's Wells Fargo position peaked at $15.4M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.