B.A. Schrock Wealth Management, Inc.’s Wells Fargo WFC Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$557K	Buy	+6,945	New	+$601K	0.2%	91

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Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s WFC Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Wells Fargo (WFC) in Q3 2026: 6,945 shares worth $557K. The stake represents 0.2% of the portfolio and ranks #91 among its holdings.

389 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 6,945 shares of Wells Fargo worth $557K as of Q3 2026.
Wells Fargo was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Wells Fargo made up 0.2% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #91 holding.
389 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.