Xcel Wealth Management
WFC icon

Xcel Wealth Management’s Wells Fargo WFC Stock Holding History

Xcel 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
Q3 		$347K Sell
4,336
-1,200
-22% -$104K 0.09% 125
2026
Q2 		$457K Sell
5,536
-17,569
-76% -$1.41M 0.11% 111
2026
Q1 		$1.84M Sell
23,105
-6,434
-22% -$553K 0.51% 54
2025
Q4 		$2.75M Sell
29,539
-326
-1% -$28.3K 0.7% 38
2025
Q3 		$2.5M Sell
29,865
-10
-0% -$811 0.65% 42
2025
Q2 		$2.39M Buy
29,875
+306
+1% +$22.1K 0.68% 41
2025
Q1 		$2.12M Hold
29,569
– – 0.66% 40
2024
Q4 		$2.08M Sell
29,569
-482
-2% -$32.9K 0.58% 38
2024
Q3 		$1.7M Sell
30,051
-1,558
-5% -$88.1K 0.5% 44
2024
Q2 		$1.88M Sell
31,609
-10,970
-26% -$648K 0.59% 41
2024
Q1 		$2.47M Sell
42,579
-1,231
-3% -$64.4K 0.77% 32
2023
Q4 		$2.16M Sell
43,810
-1,300
-3% -$56.1K 0.76% 36
2023
Q3 		$1.84M Sell
45,110
-3,625
-7% -$157K 0.73% 38
2023
Q2 		$2.08M Buy
48,735
+1,832
+4% +$73.7K 0.66% 43
2023
Q1 		$1.75M Buy
46,903
+1,230
+3% +$53.6K 0.62% 46
2022
Q4 		$1.89M Sell
45,673
-4,000
-8% -$177K 0.74% 40
2022
Q3 		$2M Buy
49,673
+800
+2% +$34.4K 0.74% 43
2022
Q2 		$1.91M Sell
48,873
-596
-1% -$26.2K 0.7% 42
2022
Q1 		$2.4M Sell
49,469
-2,734
-5% -$146K 0.66% 47
2021
Q4 		$2.5M Sell
52,203
-338
-0.6% -$16.6K 0.64% 46
2021
Q3 		$2.44M Buy
52,541
+22,900
+77% +$1.06M 0.71% 42
2021
Q2 		$1.34M Buy
29,641
+93
+0.3% +$4.15K 0.41% 58
2021
Q1 		$1.15M Buy
+29,548
New +$1.05M 0.41% 58
2019
Q2 		– Sell
-4,398
Closed -$212K – 80
2019
Q1 		$212K Sell
4,398
-4,713
-52% -$232K 0.22% 76
2018
Q4 		$419K Buy
+9,111
New +$467K 0.51% 42

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Xcel Wealth Management's WFC Position: Q3 2026 in Review

Xcel Wealth Management reduced its Wells Fargo (WFC) stake by 22% in Q3 2026, selling an estimated $104K and leaving 4,336 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #125.

Xcel Wealth Management first reported a position in WFC in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.75M in Q4 2025. 1,814 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Xcel Wealth Management held 4,336 shares of Wells Fargo worth $347K as of Q3 2026.
  • Xcel Wealth Management sold 1,200 Wells Fargo shares in Q3 2026, an estimated $104K.
  • Wells Fargo made up 0.09% of Xcel Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Xcel Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 25 quarters since.
  • Xcel Wealth Management's Wells Fargo position peaked at $2.75M in Q4 2025.
  • 1,814 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.