WF
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Wayfinding Financial’s Wells Fargo WFC Stock Holding History

Wayfinding Financial’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 		$481K Sell
6,042
-78
-1% -$6.7K 0.21% 73
2025
Q4 		$570K Sell
6,120
-197
-3% -$17.1K 0.24% 70
2025
Q3 		$529K Sell
6,317
-249
-4% -$20.2K 0.23% 73
2025
Q2 		$509K Sell
6,566
-453
-6% -$32.7K 0.23% 73
2025
Q1 		$503K Buy
7,019
+265
+4% +$19.9K 0.22% 72
2024
Q4 		$474K Buy
+6,754
New +$461K 0.25% 69
2024
Q3 		– Sell
-5,826
Closed -$346K – 126
2024
Q2 		$346K Sell
5,826
-413
-7% -$24.4K 0.19% 82
2024
Q1 		$382K Sell
6,239
-587
-9% -$30.7K 0.22% 80
2023
Q4 		$335K Sell
6,826
-548
-7% -$23.6K 0.23% 77
2023
Q3 		$292K Sell
7,374
-570
-7% -$24.6K 0.22% 78
2023
Q2 		$366K Buy
7,944
+523
+7% +$21.1K 0.25% 64
2023
Q1 		$277K Buy
7,421
+363
+5% +$15.8K 0.21% 83
2022
Q4 		$379K Sell
7,058
-64
-0.9% -$2.83K 0.3% 56
2022
Q3 		$286K Buy
7,122
+279
+4% +$12K 0.27% 58
2022
Q2 		$268K Sell
6,843
-137
-2% -$6.01K 0.24% 64
2022
Q1 		$310K Sell
6,980
-78
-1% -$4.17K 0.26% 59
2021
Q4 		$379K Buy
+7,058
New +$347K 0.3% 56

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

Wayfinding Financial's WFC Position: Q1 2026 in Review

Wayfinding Financial reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $6.7K and leaving 6,042 shares worth $481K. The position accounts for 0.21% of the portfolio, ranked #73.

Wayfinding Financial first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $570K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Wayfinding Financial held 6,042 shares of Wells Fargo worth $481K as of Q1 2026.
  • Wayfinding Financial sold 78 Wells Fargo shares in Q1 2026, an estimated $6.7K.
  • Wells Fargo made up 0.21% of Wayfinding Financial's portfolio in Q1 2026, its #73 holding.
  • Wayfinding Financial first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's Wells Fargo position peaked at $570K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.