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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
Q2 		$146K Sell
1,763
-431
-20% -$34.6K 0.06% 271
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AmeriFlex Group's WFC Position: Q2 2026 in Review

AmeriFlex Group reduced its Wells Fargo (WFC) stake by 20% in Q2 2026, selling an estimated $34.6K and leaving 1,763 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #271.

AmeriFlex Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q4 2024. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AmeriFlex Group held 1,763 shares of Wells Fargo worth $146K as of Q2 2026.
  • AmeriFlex Group sold 431 Wells Fargo shares in Q2 2026, an estimated $34.6K.
  • Wells Fargo made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #271 holding.
  • AmeriFlex Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Wells Fargo position peaked at $461K in Q4 2024.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.