Zinnia Wealth Advisory’s Wells Fargo WFC Stock Holding History

Zinnia Wealth Advisory’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	–	Sell	-2,364	Closed	-$220K	–	103
2025 Q4	$220K	Buy	+2,364	New	+$205K	0.24%	84

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zinnia Wealth Advisory's WFC Position: Q1 2026 in Review

Zinnia Wealth Advisory sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,364 shares — an estimated $220K sold.

Zinnia Wealth Advisory first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,818 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Zinnia Wealth Advisory reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Zinnia Wealth Advisory sold 2,364 Wells Fargo shares in Q1 2026, an estimated $220K.
Zinnia Wealth Advisory first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Zinnia Wealth Advisory's Wells Fargo position peaked at $220K in Q4 2025.
2,818 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q1 2026, filed 8 May 2026.