Wealth Advisory Solutions’s Wells Fargo WFC Stock Holding History

Wealth Advisory Solutions’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	-2,380	Closed	-$222K	–	156
2025 Q4	$222K	Buy	+2,380	New	+$207K	0.05%	129
2022 Q2	–	Sell	-4,992	Closed	-$242K	–	162
2022 Q1	$242K	Buy	+4,992	New	+$267K	0.05%	139
2021 Q3	$213K	Sell	4,583 -1,931	-30%	-$89.4K	0.05%	168
2021 Q2	$295K	Sell	6,514 -51,242	-89%	-$2.29M	0.07%	135
2021 Q1	$2.25M	Buy	+57,756	New	+$2.04M	1.68%	18
2020 Q1	–	Sell	-5,123	Closed	-$276K	–	197
2019 Q4	$276K	Buy	+5,123	New	+$268K	0.07%	152

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

Wealth Advisory Solutions's WFC Position: Q1 2026 in Review

Wealth Advisory Solutions sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,380 shares — an estimated $222K sold.

Wealth Advisory Solutions first reported a position in WFC in Q4 2019 and held it in 6 quarters. The position peaked at $2.25M in Q1 2021. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wealth Advisory Solutions reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Wealth Advisory Solutions sold 2,380 Wells Fargo shares in Q1 2026, an estimated $222K.
Wealth Advisory Solutions first reported a position in Wells Fargo in Q4 2019 and held it in 6 quarters.
Wealth Advisory Solutions's Wells Fargo position peaked at $2.25M in Q1 2021.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.