COMPASS FINANCIAL MANAGEMENT LLC’s Wells Fargo WFC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.44M	Buy	+17,089	New	+$1.37M	0.17%	142

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WFC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Wells Fargo (WFC) in Q2 2026: 17,089 shares worth $1.44M. The stake represents 0.17% of the portfolio and ranks #142 among its holdings.

2,250 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 17,089 shares of Wells Fargo worth $1.44M as of Q2 2026.
Wells Fargo was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Wells Fargo made up 0.17% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #142 holding.
2,250 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.