Y.D. More Investments’s Wells Fargo WFC Stock Holding History

Y.D. More Investments’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	$157K	Sell	1,975 -288	-13%	-$24.7K	0.01%	221
2025 Q4	$211K	Sell	2,263 -458	-17%	-$39.8K	0.01%	196
2025 Q3	$228K	Sell	2,721 -482	-15%	-$39.1K	0.01%	193
2025 Q2	$255K	Sell	3,203 -1,659	-34%	-$120K	0.02%	180
2025 Q1	$349K	Buy	4,862 +449	+10%	+$33.7K	0.03%	168
2024 Q4	$310K	Buy	4,413 +2,152	+95%	+$147K	0.03%	169
2024 Q3	$128K	Buy	2,261 +6	+0.3%	+$339	0.01%	234
2024 Q2	$134K	Buy	2,255 +1,916	+565%	+$113K	0.01%	218
2024 Q1	$19.6K	Hold	339	–	–	﹤0.01%	291
2023 Q4	$16.7K	Buy	+339	New	+$14.6K	﹤0.01%	304
2023 Q2	–	Sell	-122	Closed	-$4.52K	–	357
2023 Q1	$4.52K	Sell	122 -3,378	-97%	-$147K	﹤0.01%	322
2022 Q4	$145K	Buy	+3,500	New	+$155K	0.04%	176

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

Y.D. More Investments's WFC Position: Q1 2026 in Review

Y.D. More Investments reduced its Wells Fargo (WFC) stake by 13% in Q1 2026, selling an estimated $24.7K and leaving 1,975 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #221.

Y.D. More Investments first reported a position in WFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $349K in Q1 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Y.D. More Investments held 1,975 shares of Wells Fargo worth $157K as of Q1 2026.
Y.D. More Investments sold 288 Wells Fargo shares in Q1 2026, an estimated $24.7K.
Wells Fargo made up 0.01% of Y.D. More Investments's portfolio in Q1 2026, its #221 holding.
Y.D. More Investments first reported a position in Wells Fargo in Q4 2022 and has held it in 12 quarters since.
Y.D. More Investments's Wells Fargo position peaked at $349K in Q1 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.