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Commonwealth Financial Services’s Wells Fargo WFC Stock Holding History

Commonwealth Financial Services’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 		– Sell
-2,245
Closed -$209K – 291
2025
Q4 		$209K Buy
+2,245
New +$195K 0.03% 220
2017
Q1 		$284K Sell
5,159
-80
-2% -$4.54K 0.31% 40
2016
Q4 		$289K Sell
5,239
-208
-4% -$10.5K 0.28% 44
2016
Q3 		$241K Buy
5,447
+2,376
+77% +$114K 0.23% 53
2016
Q2 		$145K Sell
3,071
-563
-15% -$27.4K 0.17% 57
2016
Q1 		$176K Sell
3,634
-2,088
-36% -$102K 0.26% 40
2015
Q4 		$311K Buy
+5,722
New +$311K 1.06% 31

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

Commonwealth Financial Services's WFC Position: Q1 2026 in Review

Commonwealth Financial Services sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,245 shares — an estimated $209K sold.

Commonwealth Financial Services first reported a position in WFC in Q4 2015 and held it in 7 quarters. The position peaked at $311K in Q4 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Commonwealth Financial Services reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 2,245 Wells Fargo shares in Q1 2026, an estimated $209K.
  • Commonwealth Financial Services first reported a position in Wells Fargo in Q4 2015 and held it in 7 quarters.
  • Commonwealth Financial Services's Wells Fargo position peaked at $311K in Q4 2015.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Commonwealth Financial Services's 13F filing for Q1 2026, filed 7 May 2026.