Woodard & Company Asset Management Group’s Wells Fargo WFC Stock Holding History

Woodard & Company Asset Management Group’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	$46.8K	Hold	588	–	–	0.01%	141
2025 Q4	$54.8K	Hold	588	–	–	0.01%	136
2025 Q3	$49.3K	Hold	588	–	–	0.01%	125
2025 Q2	$47.1K	Buy	+588	New	+$42.4K	0.01%	117
2018 Q4	–	Sell	-99	Closed	-$5K	–	232
2018 Q3	$5K	Hold	99	–	–	﹤0.01%	201
2018 Q2	$5.49K	Sell	99 -198	-67%	-$10.6K	0.01%	166
2018 Q1	$15K	Hold	297	–	–	0.01%	135
2017 Q4	$18K	Buy	+297	New	+$16.8K	0.02%	147

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

Woodard & Company Asset Management Group's WFC Position: Q1 2026 in Review

Woodard & Company Asset Management Group held its Wells Fargo (WFC) position steady in Q1 2026 at 588 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #141.

Woodard & Company Asset Management Group first reported a position in WFC in Q4 2017 and has held it in 8 quarters since. The position peaked at $54.8K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Woodard & Company Asset Management Group held 588 shares of Wells Fargo worth $46.8K as of Q1 2026.
Woodard & Company Asset Management Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #141 holding.
Woodard & Company Asset Management Group first reported a position in Wells Fargo in Q4 2017 and has held it in 8 quarters since.
Woodard & Company Asset Management Group's Wells Fargo position peaked at $54.8K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.