Ares Financial Consulting
WFC icon

Ares Financial Consulting’s Wells Fargo WFC Stock Holding History

Ares Financial Consulting’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 		$117K Buy
1,464
+2
+0.1% +$173 0.08% 131
2026
Q2 		$121K Buy
1,462
+84
+6% +$6.75K 0.09% 130
2026
Q1 		$111K Buy
1,378
+460
+50% +$39.5K 0.09% 118
2025
Q4 		$85.5K Buy
+918
New +$79.7K 0.08% 115

Other funds holding WFC

Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Ares Financial Consulting's WFC Position: Q3 2026 in Review

Ares Financial Consulting increased its Wells Fargo (WFC) stake by 0.14% in Q3 2026, buying an estimated $173 and bringing the position to 1,464 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #131.

Ares Financial Consulting first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $121K in Q2 2026. 1,909 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Ares Financial Consulting held 1,464 shares of Wells Fargo worth $117K as of Q3 2026.
  • Ares Financial Consulting bought 2 Wells Fargo shares in Q3 2026, an estimated $173.
  • Wells Fargo made up 0.08% of Ares Financial Consulting's portfolio in Q3 2026, its #131 holding.
  • Ares Financial Consulting first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Wells Fargo position peaked at $121K in Q2 2026.
  • 1,909 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.