WestEnd Advisors’s Wells Fargo WFC Stock Holding History

WestEnd Advisors’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	$8.28K	Hold	104	–	–	﹤0.01%	86
2025 Q4	$9.69K	Buy	104 +31	+42%	+$2.69K	﹤0.01%	86
2025 Q3	$6.12K	Buy	73 +1	+1%	+$81	﹤0.01%	89
2025 Q2	$5.77K	Sell	72 -25	-26%	-$1.8K	﹤0.01%	101
2025 Q1	$6.96K	Buy	97 +64	+194%	+$4.8K	﹤0.01%	85
2024 Q4	$2.32K	Buy	33 +7	+27%	+$478	﹤0.01%	98
2024 Q3	$1.47K	Buy	26 +7	+37%	+$396	﹤0.01%	103
2024 Q2	$1.13K	Buy	19 +5	+36%	+$295	﹤0.01%	114
2024 Q1	$811	Buy	+14	New	+$732	﹤0.01%	123
2022 Q3	–	Sell	-55	Closed	-$2.15K	–	333
2022 Q2	$2.15K	Buy	+55	New	+$2.41K	﹤0.01%	85
2022 Q1	–	Sell	-478,999	Closed	-$25.6M	–	36
2021 Q4	$23M	Buy	+478,999	New	+$23.6M	0.63%	36
2021 Q3	–	Hold	0	–	–	–	36
2021 Q2	–	Hold	0	–	–	–	38
2019 Q4	–	Sell	-30	Closed	-$1.51K	–	81
2019 Q3	$1.51K	Buy	+30	New	+$1.41K	﹤0.01%	65

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

WestEnd Advisors's WFC Position: Q1 2026 in Review

WestEnd Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 104 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #86.

WestEnd Advisors first reported a position in WFC in Q3 2019 and has held it in 12 quarters since. The position peaked at $23M in Q4 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

WestEnd Advisors held 104 shares of Wells Fargo worth $8.28K as of Q1 2026.
WestEnd Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #86 holding.
WestEnd Advisors first reported a position in Wells Fargo in Q3 2019 and has held it in 12 quarters since.
WestEnd Advisors's Wells Fargo position peaked at $23M in Q4 2021.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.