Compass Financial Management’s Wells Fargo WFC Stock Holding History

Compass Financial Management’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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Compass Financial Management's WFC Position: Q2 2026 in Review

Compass Financial Management 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.

2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Compass Financial Management held 17,089 shares of Wells Fargo worth $1.44M as of Q2 2026.
Wells Fargo was a new Compass Financial Management position in Q2 2026.
Wells Fargo made up 0.17% of Compass Financial Management's portfolio in Q2 2026, its #142 holding.
2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.