WWC
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Waypoint Wealth Counsel’s Wells Fargo WFC Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,746
Closed -$256K – 299
2025
Q4 		$256K Buy
2,746
+247
+10% +$21.4K 0.09% 218
2025
Q3 		$209K Buy
+2,499
New +$203K 0.08% 244

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waypoint Wealth Counsel's WFC Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,746 shares — an estimated $256K sold.

Waypoint Wealth Counsel first reported a position in WFC in Q3 2025 and held it in 2 quarters. The position peaked at $256K in Q4 2025. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,746 Wells Fargo shares in Q1 2026, an estimated $256K.
  • Waypoint Wealth Counsel first reported a position in Wells Fargo in Q3 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Wells Fargo position peaked at $256K in Q4 2025.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.