CFO4Life Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $670K | Buy |
8,109
+39
| +0.5% | +$3.13K | 0.09% | 110 |
|
|
2026
Q1 | $642K | Buy |
8,070
+873
| +12% | +$75K | 0.1% | 103 |
|
|
2025
Q4 | $671K | Sell |
7,197
-852
| -11% | -$74K | 0.1% | 102 |
|
|
2025
Q3 | $675K | Buy |
8,049
+172
| +2% | +$13.9K | 0.1% | 103 |
|
|
2025
Q2 | $631K | Sell |
7,877
-1,145
| -13% | -$82.6K | 0.1% | 106 |
|
|
2025
Q1 | $648K | Sell |
9,022
-152
| -2% | -$11.4K | 0.11% | 96 |
|
|
2024
Q4 | $644K | Buy |
9,174
+3,042
| +50% | +$208K | 0.11% | 103 |
|
|
2024
Q3 | $346K | Sell |
6,132
-212
| -3% | -$12K | 0.06% | 142 |
|
|
2024
Q2 | $377K | Buy |
6,344
+1,002
| +19% | +$59.2K | 0.07% | 134 |
|
|
2024
Q1 | $310K | Buy |
5,342
+110
| +2% | +$5.75K | 0.06% | 146 |
|
|
2023
Q4 | $258K | Sell |
5,232
-176
| -3% | -$7.59K | 0.05% | 150 |
|
|
2023
Q3 | $221K | Sell |
5,408
-904
| -14% | -$39K | 0.05% | 140 |
|
|
2023
Q2 | $269K | Buy |
6,312
+733
| +13% | +$29.5K | 0.06% | 138 |
|
|
2023
Q1 | $209K | Buy |
5,579
+225
| +4% | +$9.81K | 0.05% | 146 |
|
|
2022
Q4 | $221K | Buy |
5,354
+107
| +2% | +$4.74K | 0.05% | 157 |
|
|
2022
Q3 | $211K | Sell |
5,247
-450
| -8% | -$19.3K | 0.06% | 133 |
|
|
2022
Q2 | $235K | Sell |
5,697
-1,294
| -19% | -$56.8K | 0.06% | 126 |
|
|
2022
Q1 | $339K | Buy |
6,991
+857
| +14% | +$45.9K | 0.07% | 114 |
|
|
2021
Q4 | $294K | Buy |
6,134
+590
| +11% | +$29K | 0.06% | 120 |
|
|
2021
Q3 | $257K | Sell |
5,544
-145
| -3% | -$6.71K | 0.06% | 124 |
|
|
2021
Q2 | $258K | Buy |
5,689
+420
| +8% | +$18.8K | 0.06% | 121 |
|
|
2021
Q1 | $206K | Buy |
+5,269
| New | +$187K | 0.05% | 138 |
|
|
2019
Q1 | – | Sell |
-5,332
| Closed | -$246K | – | 135 |
|
|
2018
Q4 | $246K | Sell |
5,332
-1,097
| -17% | -$56.2K | 0.11% | 97 |
|
|
2018
Q3 | $338K | Sell |
6,429
-60,138
| -90% | -$3.43M | 0.15% | 94 |
|
|
2018
Q2 | $369K | Buy |
66,567
+52,718
| +381% | +$2.82M | 0.15% | 89 |
|
|
2018
Q1 | $726K | Sell |
13,849
-3,702
| -21% | -$220K | 0.61% | 23 |
|
|
2017
Q4 | $1.06M | Sell |
17,551
-1,926
| -10% | -$109K | 0.84% | 15 |
|
|
2017
Q3 | $1.07M | Buy |
19,477
+687
| +4% | +$36.5K | 0.87% | 15 |
|
|
2017
Q2 | $1.04M | Buy |
18,790
+2,405
| +15% | +$129K | 0.96% | 13 |
|
|
2017
Q1 | $912K | Buy |
+16,385
| New | +$930K | 0.83% | 16 |
|
Other funds holding WFC
CFO4Life Group's WFC Position: Q2 2026 in Review
CFO4Life Group increased its Wells Fargo (WFC) stake by 0.48% in Q2 2026, buying an estimated $3.13K and bringing the position to 8,109 shares worth $670K. The position accounts for 0.09% of the portfolio, ranked #110.
CFO4Life Group first reported a position in WFC in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.07M in Q3 2017. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- CFO4Life Group held 8,109 shares of Wells Fargo worth $670K as of Q2 2026.
- CFO4Life Group bought 39 Wells Fargo shares in Q2 2026, an estimated $3.13K.
- Wells Fargo made up 0.09% of CFO4Life Group's portfolio in Q2 2026, its #110 holding.
- CFO4Life Group first reported a position in Wells Fargo in Q1 2017 and has held it in 30 quarters since.
- CFO4Life Group's Wells Fargo position peaked at $1.07M in Q3 2017.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.