WFA of San Diego’s Wells Fargo WFC Stock Holding History

WFA of San Diego’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	$97K	Hold	1,218	–	–	0.08%	131
2025 Q4	$114K	Sell	1,218 -242	-17%	-$21K	0.08%	127
2025 Q3	$122K	Hold	1,460	–	–	0.08%	125
2025 Q2	$117K	Buy	+1,460	New	+$105K	0.09%	127
2024 Q3	$82.5K	Hold	1,460	–	–	0.07%	140
2024 Q2	$86.7K	Buy	+1,460	New	+$86.2K	0.08%	129
2023 Q3	$80K	Buy	1,957 +1,639	+515%	+$70.8K	0.08%	134
2023 Q2	$13.6K	Buy	+318	New	+$12.8K	0.01%	263
2023 Q1	–	Sell	-1,900	Closed	-$78.5K	–	434
2022 Q4	$78.5K	Buy	+1,900	New	+$84.1K	0.06%	151
2022 Q3	–	Sell	-1,000	Closed	-$39K	–	401
2022 Q2	$39K	Buy	+1,000	New	+$43.9K	0.03%	176
2020 Q3	–	Sell	-8,561	Closed	-$420K	–	245
2020 Q2	$420K	Buy	+8,561	New	+$234K	0.1%	174

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

WFA of San Diego's WFC Position: Q1 2026 in Review

WFA of San Diego held its Wells Fargo (WFC) position steady in Q1 2026 at 1,218 shares worth $97K. The position accounts for 0.08% of the portfolio, ranked #131.

WFA of San Diego first reported a position in WFC in Q2 2020 and has held it in 11 quarters since. The position peaked at $420K in Q2 2020. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

WFA of San Diego held 1,218 shares of Wells Fargo worth $97K as of Q1 2026.
WFA of San Diego left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.08% of WFA of San Diego's portfolio in Q1 2026, its #131 holding.
WFA of San Diego first reported a position in Wells Fargo in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's Wells Fargo position peaked at $420K in Q2 2020.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.