AmeriFlex Group’s Wells Fargo WFC Stock Holding History

AmeriFlex Group’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	$175K	Sell	2,194 -42	-2%	-$3.61K	0.09%	190
2025 Q4	$208K	Sell	2,236 -1,022	-31%	-$88.7K	0.11%	169
2025 Q3	$273K	Sell	3,258 -1,876	-37%	-$152K	0.1%	166
2025 Q2	$410K	Sell	5,134 -422	-8%	-$30.4K	0.22%	90
2025 Q1	$399K	Sell	5,556 -294	-5%	-$22.1K	0.16%	133
2024 Q4	$461K	Buy	+5,850	New	+$399K	0.21%	100

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

AmeriFlex Group's WFC Position: Q1 2026 in Review

AmeriFlex Group reduced its Wells Fargo (WFC) stake by 1.9% in Q1 2026, selling an estimated $3.61K and leaving 2,194 shares worth $175K. The position accounts for 0.09% of the portfolio, ranked #190.

AmeriFlex Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $461K in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

AmeriFlex Group held 2,194 shares of Wells Fargo worth $175K as of Q1 2026.
AmeriFlex Group sold 42 Wells Fargo shares in Q1 2026, an estimated $3.61K.
Wells Fargo made up 0.09% of AmeriFlex Group's portfolio in Q1 2026, its #190 holding.
AmeriFlex Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Wells Fargo position peaked at $461K in Q4 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.