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Compass Financial Services’s Wells Fargo WFC Stock Holding History

Compass 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 		$340K Buy
4,265
+1,218
+40% +$105K 0.15% 42
2025
Q4 		$284K Buy
3,047
+8
+0.3% +$695 0.12% 39
2025
Q3 		$255K Buy
3,039
+506
+20% +$41K 0.11% 44
2025
Q2 		$203K Buy
2,533
+6
+0.2% +$433 0.1% 50
2025
Q1 		$181K Buy
2,527
+863
+52% +$64.8K 0.1% 44
2024
Q4 		$117K Buy
+1,664
New +$114K 0.07% 48

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

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

Compass Financial Services increased its Wells Fargo (WFC) stake by 40% in Q1 2026, buying an estimated $105K and bringing the position to 4,265 shares worth $340K. The position accounts for 0.15% of the portfolio, ranked #42.

Compass Financial Services first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Compass Financial Services held 4,265 shares of Wells Fargo worth $340K as of Q1 2026.
  • Compass Financial Services bought 1,218 Wells Fargo shares in Q1 2026, an estimated $105K.
  • Wells Fargo made up 0.15% of Compass Financial Services's portfolio in Q1 2026, its #42 holding.
  • Compass Financial Services first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.