WBI Investments’s Wells Fargo WFC Stock Holding History

WBI Investments’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	$227K	Sell	2,856 -16	-0.6%	-$1.37K	0.06%	265
2025 Q4	$268K	Buy	2,872 +4	+0.1%	+$347	0.07%	264
2025 Q3	$240K	Buy	+2,868	New	+$233K	0.06%	277
2020 Q3	–	Sell	-13,603	Closed	-$348K	–	153
2020 Q2	$348K	Buy	13,603 +2,198	+19%	+$60.1K	0.06%	87
2020 Q1	$327K	Sell	11,405 -1,583	-12%	-$67.3K	0.06%	68
2019 Q4	$699K	Sell	12,988 -3,837	-23%	-$201K	0.07%	142
2019 Q3	$849K	Buy	+16,825	New	+$793K	0.08%	138
2018 Q1	–	Sell	-56,241	Closed	-$3.41M	–	335
2017 Q4	$3.41M	Buy	+56,241	New	+$3.18M	0.16%	106

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

WBI Investments's WFC Position: Q1 2026 in Review

WBI Investments reduced its Wells Fargo (WFC) stake by 0.56% in Q1 2026, selling an estimated $1.37K and leaving 2,856 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #265.

WBI Investments first reported a position in WFC in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.41M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

WBI Investments held 2,856 shares of Wells Fargo worth $227K as of Q1 2026.
WBI Investments sold 16 Wells Fargo shares in Q1 2026, an estimated $1.37K.
Wells Fargo made up 0.06% of WBI Investments's portfolio in Q1 2026, its #265 holding.
WBI Investments first reported a position in Wells Fargo in Q4 2017 and has held it in 8 quarters since.
WBI Investments's Wells Fargo position peaked at $3.41M in Q4 2017.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.