WANY
WFC icon

Wealthspire Advisors (New York)’s Wells Fargo WFC Stock Holding History

Wealthspire Advisors (New York)’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 		$3.14M Sell
39,396
-13,586
-26% -$1.17M 0.02% 217
2025
Q4 		$4.94M Sell
52,982
-15,896
-23% -$1.38M 0.04% 164
2025
Q3 		$5.77M Sell
68,878
-5,614
-8% -$455K 0.03% 155
2025
Q2 		$5.97M Sell
74,492
-69,096
-48% -$4.98M 0.03% 146
2025
Q1 		$10.3M Buy
143,588
+119,977
+508% +$9.01M 0.06% 109
2024
Q4 		$1.66M Buy
23,611
+2,507
+12% +$171K 0.02% 272
2024
Q3 		$1.19M Sell
21,104
-578
-3% -$32.7K 0.01% 343
2024
Q2 		$1.29M Buy
21,682
+53
+0.2% +$3.13K 0.02% 267
2024
Q1 		$1.25M Sell
21,629
-19,181
-47% -$1M 0.02% 280
2023
Q4 		$2.01M Buy
40,810
+25,448
+166% +$1.1M 0.03% 190
2023
Q3 		$628K Buy
15,362
+5,089
+50% +$220K 0.01% 352
2023
Q2 		$438K Buy
10,273
+789
+8% +$31.8K 0.01% 389
2023
Q1 		$355K Sell
9,484
-6,266
-40% -$273K 0.01% 411
2022
Q4 		$650K Sell
15,750
-3,920
-20% -$174K 0.01% 338
2022
Q3 		$791K Buy
19,670
+3,151
+19% +$135K 0.02% 261
2022
Q2 		$647K Buy
16,519
+11,991
+265% +$526K 0.01% 285
2022
Q1 		$219K Sell
4,528
-4,972
-52% -$266K ﹤0.01% 407
2021
Q4 		$456K Sell
9,500
-1,498
-14% -$73.8K 0.01% 335
2021
Q3 		$510K Buy
+10,998
New +$509K 0.01% 352
2021
Q2 		– Sell
-26,441
Closed -$1.03M – 670
2021
Q1 		$1.03M Buy
26,441
+7,474
+39% +$265K 0.02% 260
2020
Q4 		$572K Buy
18,967
+3,319
+21% +$85.9K 0.02% 283
2020
Q3 		$368K Sell
15,648
-6,465
-29% -$159K 0.02% 214
2020
Q2 		$566K Sell
22,113
-14,671
-40% -$401K 0.04% 145
2020
Q1 		$1.06M Buy
36,784
+23,328
+173% +$992K 0.04% 188
2019
Q4 		$724K Buy
13,456
+2,311
+21% +$121K 0.05% 86
2019
Q3 		$562K Buy
+11,145
New +$525K 0.05% 79
2019
Q1 		– Sell
-3,296
Closed -$152K – 794
2018
Q4 		$152K Buy
+3,296
New +$169K 0.01% 83

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

Wealthspire Advisors (New York)'s WFC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Wells Fargo (WFC) stake by 26% in Q1 2026, selling an estimated $1.17M and leaving 39,396 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #217.

Wealthspire Advisors (New York) first reported a position in WFC in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.3M in Q1 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Wealthspire Advisors (New York) held 39,396 shares of Wells Fargo worth $3.14M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 13,586 Wells Fargo shares in Q1 2026, an estimated $1.17M.
  • Wells Fargo made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #217 holding.
  • Wealthspire Advisors (New York) first reported a position in Wells Fargo in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Wells Fargo position peaked at $10.3M in Q1 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.