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Chancellor Financial Group WB’s Wells Fargo WFC Stock Holding History

Chancellor Financial Group WB’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 		$221K Hold
2,771
– – 0.16% 127
2025
Q4 		$258K Buy
2,771
+209
+8% +$18.1K 0.18% 114
2025
Q3 		$215K Buy
+2,562
New +$208K 0.15% 122

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chancellor Financial Group WB's WFC Position: Q1 2026 in Review

Chancellor Financial Group WB held its Wells Fargo (WFC) position steady in Q1 2026 at 2,771 shares worth $221K. The position accounts for 0.16% of the portfolio, ranked #127.

Chancellor Financial Group WB first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Chancellor Financial Group WB held 2,771 shares of Wells Fargo worth $221K as of Q1 2026.
  • Chancellor Financial Group WB left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.16% of Chancellor Financial Group WB's portfolio in Q1 2026, its #127 holding.
  • Chancellor Financial Group WB first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • Chancellor Financial Group WB's Wells Fargo position peaked at $258K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.