William B. Walkup & Associates’s Wells Fargo WFC Stock Holding History

William B. Walkup & Associates’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	$1.34M	Sell	18,667 -94	-0.5%	-$8.07K	0.8%	32
2025 Q4	$1.75M	Buy	18,761 +129	+0.7%	+$11.2K	0.96%	29
2025 Q3	$1.56M	Sell	18,632 -5	-0%	-$405	0.84%	31
2025 Q2	$1.49M	Sell	18,637 -30	-0.2%	-$2.16K	0.88%	30
2025 Q1	$1.34M	Buy	18,667 +830	+5%	+$62.3K	0.82%	31
2024 Q4	$1.25M	Sell	17,837 -106	-0.6%	-$7.24K	0.79%	34
2024 Q3	$1.01M	Sell	17,943 -66	-0.4%	-$3.73K	0.63%	43
2024 Q2	$1.07M	Buy	+18,009	New	+$1.06M	0.7%	37

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

William B. Walkup & Associates's WFC Position: Q1 2026 in Review

William B. Walkup & Associates reduced its Wells Fargo (WFC) stake by 0.5% in Q1 2026, selling an estimated $8.07K and leaving 18,667 shares worth $1.34M. The position accounts for 0.8% of the portfolio, ranked #32.

William B. Walkup & Associates first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

William B. Walkup & Associates held 18,667 shares of Wells Fargo worth $1.34M as of Q1 2026.
William B. Walkup & Associates sold 94 Wells Fargo shares in Q1 2026, an estimated $8.07K.
Wells Fargo made up 0.8% of William B. Walkup & Associates's portfolio in Q1 2026, its #32 holding.
William B. Walkup & Associates first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
William B. Walkup & Associates's Wells Fargo position peaked at $1.75M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on William B. Walkup & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.