Wealth Effects’s Wells Fargo WFC Stock Holding History

Wealth Effects’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	$209K	Buy	+2,625	New	+$225K	0.07%	214
2024 Q1	–	Sell	-5,243	Closed	-$258K	–	238
2023 Q4	$258K	Sell	5,243 -2,000	-28%	-$86.3K	0.1%	175
2023 Q3	$296K	Buy	7,243 +310	+4%	+$13.4K	0.15%	134
2023 Q2	$296K	Sell	6,933 -165	-2%	-$6.64K	0.13%	134
2023 Q1	$265K	Sell	7,098 -75	-1%	-$3.27K	0.14%	146
2022 Q4	$296K	Sell	7,173 -811	-10%	-$35.9K	0.17%	132
2022 Q3	$321K	Buy	7,984 +95	+1%	+$4.08K	0.2%	112
2022 Q2	$309K	Buy	7,889 +815	+12%	+$35.8K	0.19%	118
2022 Q1	$343K	Buy	7,074 +425	+6%	+$22.7K	0.16%	129
2021 Q4	$319K	Buy	+6,649	New	+$327K	0.13%	141

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 Effects's WFC Position: Q1 2026 in Review

Wealth Effects opened a new position in Wells Fargo (WFC) in Q1 2026: 2,625 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #214 among its holdings. This is a return to the name: Wealth Effects previously reported a position in WFC as recently as Q4 2023.

Wealth Effects first reported a position in WFC in Q4 2021 and has held it in 10 quarters since. The position peaked at $343K in Q1 2022. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wealth Effects held 2,625 shares of Wells Fargo worth $209K as of Q1 2026.
Wells Fargo was a new Wealth Effects position in Q1 2026.
Wells Fargo made up 0.07% of Wealth Effects's portfolio in Q1 2026, its #214 holding.
Wealth Effects first reported a position in Wells Fargo in Q4 2021 and has held it in 10 quarters since.
Wealth Effects's Wells Fargo position peaked at $343K in Q1 2022.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.