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Colton Groome Financial Advisors’s Wells Fargo WFC Stock Holding History

Colton Groome Financial Advisors’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 		– Sell
-2,427
Closed -$201K – 174
2026
Q2 		$201K Buy
+2,427
New +$195K 0.05% 163

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DRZID
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GIA
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SBWIC
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MAA
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GI
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Colton Groome Financial Advisors's WFC Position: Q3 2026 in Review

Colton Groome Financial Advisors sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,427 shares — an estimated $201K sold.

Colton Groome Financial Advisors first reported a position in WFC in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 252 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Colton Groome Financial Advisors reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 2,427 Wells Fargo shares in Q3 2026, an estimated $201K.
  • Colton Groome Financial Advisors first reported a position in Wells Fargo in Q2 2026 and held it in 1 quarter.
  • Colton Groome Financial Advisors's Wells Fargo position peaked at $201K in Q2 2026.
  • 252 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.