Zhang Financial’s Wells Fargo WFC Stock Holding History

Zhang Financial’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	$855K	Buy	10,739 +8,247	+331%	+$708K	0.03%	199
2025 Q4	$232K	Buy	2,492 +1	+0%	+$87	0.01%	312
2025 Q3	$209K	Buy	+2,491	New	+$202K	0.01%	304
2025 Q2	–	Sell	-2,954	Closed	-$212K	–	316
2025 Q1	$212K	Sell	2,954 -2,492	-46%	-$187K	0.01%	286
2024 Q4	$383K	Buy	5,446 +1,743	+47%	+$119K	0.02%	220
2024 Q3	$209K	Buy	3,703 +29	+0.8%	+$1.64K	0.01%	268
2024 Q2	$218K	Buy	+3,674	New	+$217K	0.02%	252
2022 Q2	–	Sell	-4,503	Closed	-$218K	–	235
2022 Q1	$218K	Buy	4,503 +317	+8%	+$17K	0.04%	203
2021 Q4	$201K	Buy	+4,186	New	+$206K	0.04%	200
2016 Q4	–	Sell	-5,003	Closed	-$222K	–	78
2016 Q3	$222K	Buy	5,003 +25	+0.5%	+$1.2K	0.12%	71
2016 Q2	$236K	Hold	4,978	–	–	0.13%	70
2016 Q1	$241K	Hold	4,978	–	–	0.14%	65
2015 Q4	$271K	Hold	4,978	–	–	0.16%	62
2015 Q3	$256K	Hold	4,978	–	–	0.16%	59
2015 Q2	$280K	Buy	4,978 +51	+1%	+$2.84K	0.18%	58
2015 Q1	$268K	Hold	4,927	–	–	0.17%	59
2014 Q4	$270K	Hold	4,927	–	–	0.18%	56
2014 Q3	$256K	Buy	4,927 +337	+7%	+$17.3K	0.17%	55
2014 Q2	$241K	Hold	4,590	–	–	0.16%	56
2014 Q1	$228K	Hold	4,590	–	–	0.16%	53
2013 Q4	$208K	Buy	+4,590	New	+$198K	0.16%	52

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

Zhang Financial's WFC Position: Q1 2026 in Review

Zhang Financial increased its Wells Fargo (WFC) stake by 331% in Q1 2026, buying an estimated $708K and bringing the position to 10,739 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #199.

Zhang Financial first reported a position in WFC in Q4 2013 and has held it in 21 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Zhang Financial held 10,739 shares of Wells Fargo worth $855K as of Q1 2026.
Zhang Financial bought 8,247 Wells Fargo shares in Q1 2026, an estimated $708K.
Wells Fargo made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #199 holding.
Zhang Financial first reported a position in Wells Fargo in Q4 2013 and has held it in 21 quarters since.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.