Western Pacific Wealth Management’s Wells Fargo WFC Stock Holding History

Western Pacific Wealth 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	$482K	Hold	6,050	–	–	0.49%	27
2025 Q4	$564K	Hold	6,050	–	–	0.55%	25
2025 Q3	$507K	Hold	6,050	–	–	0.49%	27
2025 Q2	$485K	Sell	6,050 -576	-9%	-$41.5K	0.46%	27
2025 Q1	$476K	Sell	6,626 -1,945	-23%	-$146K	0.43%	27
2024 Q4	$602K	Hold	8,571	–	–	0.49%	23
2024 Q3	$484K	Buy	8,571 +1	+0%	+$57	0.32%	24
2024 Q2	$509K	Sell	8,570 -164	-2%	-$9.68K	0.38%	19
2024 Q1	$506K	Buy	8,734 +1,467	+20%	+$76.8K	0.37%	20
2023 Q4	$358K	Buy	7,267 +592	+9%	+$25.5K	0.26%	25
2023 Q3	$273K	Buy	6,675 +615	+10%	+$26.6K	0.22%	31
2023 Q2	$259K	Hold	6,060	–	–	0.2%	30
2023 Q1	$227K	Hold	6,060	–	–	0.17%	31
2022 Q4	$250K	Buy	6,060 +1,650	+37%	+$73K	0.21%	26
2022 Q3	$177K	Buy	4,410 +3,621	+459%	+$156K	0.18%	29
2022 Q2	$30K	Hold	789	–	–	0.03%	106
2022 Q1	$38K	Hold	789	–	–	0.03%	113
2021 Q4	$37K	Buy	+789	New	+$38.8K	0.02%	129

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

Western Pacific Wealth Management's WFC Position: Q1 2026 in Review

Western Pacific Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 6,050 shares worth $482K. The position accounts for 0.49% of the portfolio, ranked #27.

Western Pacific Wealth Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $602K in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Western Pacific Wealth Management held 6,050 shares of Wells Fargo worth $482K as of Q1 2026.
Western Pacific Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.49% of Western Pacific Wealth Management's portfolio in Q1 2026, its #27 holding.
Western Pacific Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Wells Fargo position peaked at $602K in Q4 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.