WWA
WFC icon

WCG Wealth Advisors’s Wells Fargo WFC Stock Holding History

WCG Wealth 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 		$6.73M Sell
84,573
-13,654
-14% -$1.17M 0.19% 120
2025
Q4 		$9.15M Buy
98,227
+60,206
+158% +$5.23M 0.26% 95
2025
Q3 		$3.19M Sell
38,021
-5,218
-12% -$423K 0.2% 110
2025
Q2 		$3.46M Sell
43,239
-412
-0.9% -$29.7K 0.22% 110
2025
Q1 		$3.13M Sell
43,651
-3,984
-8% -$299K 0.24% 104
2024
Q4 		$3.35M Buy
47,635
+1,463
+3% +$99.9K 0.22% 107
2024
Q3 		$2.61M Sell
46,172
-810
-2% -$45.8K 0.18% 132
2024
Q2 		$2.79M Buy
46,982
+4,239
+10% +$250K 0.21% 107
2024
Q1 		$2.48M Sell
42,743
-12,327
-22% -$645K 0.21% 104
2023
Q4 		$2.71M Buy
55,070
+1,766
+3% +$76.2K 0.2% 103
2023
Q3 		$2.29M Buy
53,304
+2,466
+5% +$106K 0.17% 127
2023
Q2 		$2.16M Sell
50,838
-2,749
-5% -$111K 0.25% 75
2023
Q1 		$2M Buy
53,587
+2,087
+4% +$91K 0.26% 78
2022
Q4 		$2.13M Buy
51,500
+6,548
+15% +$290K 0.29% 70
2022
Q3 		$2M Sell
44,952
-3,054
-6% -$131K 0.26% 76
2022
Q2 		$1.88M Buy
+48,006
New +$2.11M 0.26% 74

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

WCG Wealth Advisors's WFC Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Wells Fargo (WFC) stake by 14% in Q1 2026, selling an estimated $1.17M and leaving 84,573 shares worth $6.73M. The position accounts for 0.19% of the portfolio, ranked #120.

WCG Wealth Advisors first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.15M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • WCG Wealth Advisors held 84,573 shares of Wells Fargo worth $6.73M as of Q1 2026.
  • WCG Wealth Advisors sold 13,654 Wells Fargo shares in Q1 2026, an estimated $1.17M.
  • Wells Fargo made up 0.19% of WCG Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • WCG Wealth Advisors first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Wells Fargo position peaked at $9.15M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.