Westover Capital Advisors’s Wells Fargo WFC Stock Holding History

Westover Capital 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	$816K	Hold	10,247	–	–	0.15%	106
2025 Q4	$955K	Hold	10,247	–	–	0.17%	98
2025 Q3	$859K	Buy	10,247 +1,200	+13%	+$97.3K	0.16%	109
2025 Q2	$725K	Hold	9,047	–	–	0.14%	119
2025 Q1	$649K	Hold	9,047	–	–	0.14%	121
2024 Q4	$635K	Hold	9,047	–	–	0.14%	124
2024 Q3	$511K	Hold	9,047	–	–	0.1%	145
2024 Q2	$537K	Hold	9,047	–	–	0.14%	124
2024 Q1	$524K	Buy	9,047 +3,931	+77%	+$206K	0.15%	110
2023 Q4	$252K	Buy	5,116 +69	+1%	+$2.98K	0.08%	153
2023 Q3	$206K	Buy	+5,047	New	+$218K	0.07%	170
2022 Q1	–	Sell	-4,747	Closed	-$228K	–	195
2021 Q4	$228K	Buy	+4,747	New	+$234K	0.07%	165
2017 Q3	–	Sell	-11,203	Closed	-$621K	–	127
2017 Q2	$621K	Sell	11,203 -537	-5%	-$28.8K	0.41%	60
2017 Q1	$653K	Buy	11,740 +126	+1%	+$7.15K	0.44%	65
2016 Q4	$640K	Sell	11,614 -1,674	-13%	-$84.2K	0.46%	57
2016 Q3	$588K	Buy	13,288 +1,683	+15%	+$80.5K	0.44%	62
2016 Q2	$549K	Sell	11,605 -2,050	-15%	-$99.9K	0.45%	60
2016 Q1	$660K	Buy	13,655 +1,146	+9%	+$56.1K	0.56%	50
2015 Q4	$680K	Buy	+12,509	New	+$679K	0.57%	47

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

Westover Capital Advisors's WFC Position: Q1 2026 in Review

Westover Capital Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 10,247 shares worth $816K. The position accounts for 0.15% of the portfolio, ranked #106.

Westover Capital Advisors first reported a position in WFC in Q4 2015 and has held it in 19 quarters since. The position peaked at $955K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Westover Capital Advisors held 10,247 shares of Wells Fargo worth $816K as of Q1 2026.
Westover Capital Advisors left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.15% of Westover Capital Advisors's portfolio in Q1 2026, its #106 holding.
Westover Capital Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 19 quarters since.
Westover Capital Advisors's Wells Fargo position peaked at $955K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.