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Weinberger Asset Management’s Wells Fargo WFC Stock Holding History

Weinberger Asset Management’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 		$312K Sell
3,920
-114
-3% -$9.79K 0.12% 79
2025
Q4 		$376K Sell
4,034
-365
-8% -$31.7K 0.14% 73
2025
Q3 		$369K Buy
4,399
+178
+4% +$14.4K 0.13% 70
2025
Q2 		$338K Sell
4,221
-50
-1% -$3.6K 0.13% 73
2025
Q1 		$307K Sell
4,271
-140
-3% -$10.5K 0.13% 70
2024
Q4 		$310K Sell
4,411
-1,091
-20% -$74.5K 0.13% 70
2024
Q3 		$311K Buy
5,502
+32
+0.6% +$1.81K 0.13% 69
2024
Q2 		$325K Buy
5,470
+28
+0.5% +$1.65K 0.15% 67
2024
Q1 		$315K Buy
5,442
+27
+0.5% +$1.41K 0.15% 70
2023
Q4 		$267K Buy
5,415
+109
+2% +$4.7K 0.14% 74
2023
Q3 		$217K Sell
5,306
-473
-8% -$20.4K 0.12% 74
2023
Q2 		$247K Buy
5,779
+55
+1% +$2.21K 0.14% 73
2023
Q1 		$214K Buy
5,724
+13
+0.2% +$567 0.12% 73
2022
Q4 		$236K Sell
5,711
-1,179
-17% -$52.2K 0.15% 69
2022
Q3 		$277K Sell
6,890
-1,787
-21% -$76.8K 0.19% 60
2022
Q2 		$340K Buy
+8,677
New +$381K 0.22% 58

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

Weinberger Asset Management's WFC Position: Q1 2026 in Review

Weinberger Asset Management reduced its Wells Fargo (WFC) stake by 2.8% in Q1 2026, selling an estimated $9.79K and leaving 3,920 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #79.

Weinberger Asset Management first reported a position in WFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $376K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Weinberger Asset Management held 3,920 shares of Wells Fargo worth $312K as of Q1 2026.
  • Weinberger Asset Management sold 114 Wells Fargo shares in Q1 2026, an estimated $9.79K.
  • Wells Fargo made up 0.12% of Weinberger Asset Management's portfolio in Q1 2026, its #79 holding.
  • Weinberger Asset Management first reported a position in Wells Fargo in Q2 2022 and has held it in 16 quarters since.
  • Weinberger Asset Management's Wells Fargo position peaked at $376K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.