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Community Financial Services Group’s Wells Fargo WFC Stock Holding History

Community Financial Services Group’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 		$161K Sell
1,869
-52
-3% -$4.18K 0.02% 146
2026
Q1 		$155K Buy
+1,921
New +$165K 0.03% 130
2015
Q4 		– Sell
-1,423
Closed -$73K – 228
2015
Q3 		$73K Buy
1,423
+10
+0.7% +$550 0.04% 103
2015
Q2 		$79K Sell
1,413
-223
-14% -$12.4K 0.04% 104
2015
Q1 		$89K Buy
1,636
+223
+16% +$12.1K 0.04% 99
2014
Q4 		$77K Buy
1,413
+93
+7% +$4.92K 0.04% 111
2014
Q3 		$69K Sell
1,320
-395
-23% -$20.3K 0.03% 106
2014
Q2 		$90K Sell
1,715
-43
-2% -$2.16K 0.04% 93
2014
Q1 		$88K Buy
+1,758
New +$81.9K 0.04% 95
2013
Q4 		– Sell
-1,715
Closed -$71K – 193
2013
Q3 		$71K Buy
1,715
+820
+92% +$35K 0.04% 94
2013
Q2 		$37K Buy
+895
New +$34.9K 0.02% 124

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Community Financial Services Group's WFC Position: Q2 2026 in Review

Community Financial Services Group reduced its Wells Fargo (WFC) stake by 2.7% in Q2 2026, selling an estimated $4.18K and leaving 1,869 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #146.

Community Financial Services Group first reported a position in WFC in Q2 2013 and has held it in 11 quarters since. 632 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Community Financial Services Group held 1,869 shares of Wells Fargo worth $161K as of Q2 2026.
  • Community Financial Services Group sold 52 Wells Fargo shares in Q2 2026, an estimated $4.18K.
  • Wells Fargo made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #146 holding.
  • Community Financial Services Group first reported a position in Wells Fargo in Q2 2013 and has held it in 11 quarters since.
  • 632 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.