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Whalen Wealth Management’s Wells Fargo WFC Stock Holding History

Whalen 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 		$899K Sell
11,291
-2,566
-19% -$220K 0.48% 52
2025
Q4 		$1.29M Buy
13,857
+8,058
+139% +$700K 0.69% 35
2025
Q3 		$486K Buy
+5,799
New +$470K 0.28% 83

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

Whalen Wealth Management's WFC Position: Q1 2026 in Review

Whalen Wealth Management reduced its Wells Fargo (WFC) stake by 19% in Q1 2026, selling an estimated $220K and leaving 11,291 shares worth $899K. The position accounts for 0.48% of the portfolio, ranked #52.

Whalen Wealth Management first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Whalen Wealth Management held 11,291 shares of Wells Fargo worth $899K as of Q1 2026.
  • Whalen Wealth Management sold 2,566 Wells Fargo shares in Q1 2026, an estimated $220K.
  • Wells Fargo made up 0.48% of Whalen Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Whalen Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's Wells Fargo position peaked at $1.29M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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