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Weaver Consulting Group’s Wells Fargo WFC Stock Holding History

Weaver Consulting Group’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 		$598K Buy
7,511
+68
+0.9% +$5.84K 0.14% 125
2025
Q4 		$694K Buy
7,443
+2
+0% +$174 0.17% 109
2025
Q3 		$624K Buy
7,441
+119
+2% +$9.65K 0.16% 117
2025
Q2 		$587K Buy
7,322
+55
+0.8% +$3.97K 0.16% 115
2025
Q1 		$522K Buy
7,267
+9
+0.1% +$676 0.16% 117
2024
Q4 		$510K Hold
7,258
– – 0.16% 114
2024
Q3 		$410K Hold
7,258
– – 0.13% 128
2024
Q2 		$431K Sell
7,258
-1,320
-15% -$77.9K 0.15% 119
2024
Q1 		$497K Buy
8,578
+3,270
+62% +$171K 0.18% 101
2023
Q4 		$261K Hold
5,308
– – 0.11% 158
2023
Q3 		$217K Hold
5,308
– – 0.1% 164
2023
Q2 		$227K Sell
5,308
-56
-1% -$2.25K 0.1% 158
2023
Q1 		$201K Hold
5,364
– – 0.09% 174
2022
Q4 		$221K Hold
5,364
– – 0.11% 161
2022
Q3 		$216K Sell
5,364
-59
-1% -$2.54K 0.12% 153
2022
Q2 		$212K Buy
5,423
+250
+5% +$11K 0.12% 155
2022
Q1 		$251K Sell
5,173
-140
-3% -$7.49K 0.12% 145
2021
Q4 		$255K Sell
5,313
-268
-5% -$13.2K 0.12% 137
2021
Q3 		$259K Sell
5,581
-375
-6% -$17.4K 0.14% 125
2021
Q2 		$270K Sell
5,956
-1,403
-19% -$62.6K 0.15% 118
2021
Q1 		$288K Buy
+7,359
New +$261K 0.18% 103
2020
Q4 		– Sell
-5,034
Closed -$118K – 904
2020
Q3 		$118K Buy
5,034
+1,200
+31% +$29.6K 0.07% 170
2020
Q2 		$98K Buy
3,834
+748
+24% +$20.5K 0.06% 190
2020
Q1 		$89K Sell
3,086
-1,009
-25% -$42.9K 0.06% 175
2019
Q4 		$207K Buy
4,095
+1,340
+49% +$70.2K 0.11% 110
2019
Q3 		$134K Buy
2,755
+1,785
+184% +$84.1K 0.07% 135
2019
Q2 		$46K Hold
970
– – 0.03% 231
2019
Q1 		$45K Buy
+970
New +$47.7K 0.01% 504

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

Weaver Consulting Group's WFC Position: Q1 2026 in Review

Weaver Consulting Group increased its Wells Fargo (WFC) stake by 0.91% in Q1 2026, buying an estimated $5.84K and bringing the position to 7,511 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #125.

Weaver Consulting Group first reported a position in WFC in Q1 2019 and has held it in 28 quarters since. The position peaked at $694K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Weaver Consulting Group held 7,511 shares of Wells Fargo worth $598K as of Q1 2026.
  • Weaver Consulting Group bought 68 Wells Fargo shares in Q1 2026, an estimated $5.84K.
  • Wells Fargo made up 0.14% of Weaver Consulting Group's portfolio in Q1 2026, its #125 holding.
  • Weaver Consulting Group first reported a position in Wells Fargo in Q1 2019 and has held it in 28 quarters since.
  • Weaver Consulting Group's Wells Fargo position peaked at $694K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.