Your Advocates Ltd’s Wells Fargo WFC Stock Holding History

Your Advocates Ltd’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	$43.8K	Hold	550	–	–	0.01%	70
2025 Q4	$51.3K	Buy	+550	New	+$47.7K	0.02%	67
2023 Q4	–	Sell	-73	Closed	-$2.99K	–	297
2023 Q3	$2.99K	Hold	73	–	–	﹤0.01%	175
2023 Q2	$3.1K	Buy	73 +1	+1%	+$40	﹤0.01%	195
2023 Q1	$2.69K	Hold	72	–	–	﹤0.01%	162
2022 Q4	$2.96K	Buy	72 +1	+1%	+$44	﹤0.01%	140
2022 Q3	$3K	Sell	71 -50	-41%	-$2.15K	﹤0.01%	140
2022 Q2	$5K	Buy	121 +71	+142%	+$3.12K	﹤0.01%	120
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	188
2021 Q4	$2K	Buy	+50	New	+$2.46K	﹤0.01%	175
2021 Q1	–	Sell	-921	Closed	-$22K	–	158
2020 Q4	$22K	Hold	921	–	–	0.02%	58
2020 Q3	$22K	Hold	921	–	–	0.02%	54
2020 Q2	$22K	Hold	921	–	–	0.02%	58
2020 Q1	$26K	Buy	+921	New	+$39.2K	0.02%	46

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

Your Advocates Ltd's WFC Position: Q1 2026 in Review

Your Advocates Ltd held its Wells Fargo (WFC) position steady in Q1 2026 at 550 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #70.

Your Advocates Ltd first reported a position in WFC in Q1 2020 and has held it in 14 quarters since. The position peaked at $51.3K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Your Advocates Ltd held 550 shares of Wells Fargo worth $43.8K as of Q1 2026.
Your Advocates Ltd left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #70 holding.
Your Advocates Ltd first reported a position in Wells Fargo in Q1 2020 and has held it in 14 quarters since.
Your Advocates Ltd's Wells Fargo position peaked at $51.3K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.