Wealth Management Associates’s Wells Fargo WFC Stock Holding History

Wealth Management Associates’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	$352K	Sell	4,424 -594	-12%	-$51K	0.12%	150
2025 Q4	$468K	Buy	5,018 +4	+0.1%	+$347	0.16%	120
2025 Q3	$420K	Sell	5,014 -518	-9%	-$42K	0.15%	128
2025 Q2	$443K	Hold	5,532	–	–	0.17%	114
2025 Q1	$397K	Buy	5,532 +60	+1%	+$4.5K	0.17%	116
2024 Q4	$384K	Buy	5,472 +665	+14%	+$45.4K	0.16%	119
2024 Q3	$272K	Hold	4,807	–	–	0.12%	166
2024 Q2	$286K	Hold	4,807	–	–	0.13%	150
2024 Q1	$286K	Sell	4,807 -299	-6%	-$15.6K	0.13%	150
2023 Q4	$251K	Buy	+5,106	New	+$220K	0.13%	164

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 Management Associates's WFC Position: Q1 2026 in Review

Wealth Management Associates reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $51K and leaving 4,424 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #150.

Wealth Management Associates first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $468K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wealth Management Associates held 4,424 shares of Wells Fargo worth $352K as of Q1 2026.
Wealth Management Associates sold 594 Wells Fargo shares in Q1 2026, an estimated $51K.
Wells Fargo made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #150 holding.
Wealth Management Associates first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Wealth Management Associates's Wells Fargo position peaked at $468K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.