Winnow Wealth’s Wells Fargo WFC Stock Holding History

Winnow Wealth’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	–	Sell	-116	Closed	-$10.9K	–	564
2025 Q4	$10.9K	Hold	116	–	–	0.01%	221
2025 Q3	$9.74K	Buy	+116	New	+$9.41K	0.01%	231
2025 Q2	–	Sell	-115	Closed	-$8.26K	–	678
2025 Q1	$8.26K	Buy	115 +38	+49%	+$2.85K	0.01%	214
2024 Q4	$5.41K	Buy	+77	New	+$5.26K	0.01%	205

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

Winnow Wealth's WFC Position: Q1 2026 in Review

Winnow Wealth sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 116 shares — an estimated $10.9K sold.

Winnow Wealth first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $10.9K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Winnow Wealth reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 116 Wells Fargo shares in Q1 2026, an estimated $10.9K.
Winnow Wealth first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Wells Fargo position peaked at $10.9K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.