AFC
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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
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

Massachusetts Financial Services
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ares Financial Consulting's WFC Position: Q2 2026 in Review

Ares Financial Consulting increased its Wells Fargo (WFC) stake by 6.1% in Q2 2026, buying an estimated $6.75K and bringing the position to 1,462 shares worth $121K. The position accounts for 0.09% of the portfolio, ranked #130.

Ares Financial Consulting first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ares Financial Consulting held 1,462 shares of Wells Fargo worth $121K as of Q2 2026.
  • Ares Financial Consulting bought 84 Wells Fargo shares in Q2 2026, an estimated $6.75K.
  • Wells Fargo made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #130 holding.
  • Ares Financial Consulting first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.