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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
Q2 		$284K Sell
3,442
-823
-19% -$66.1K 0.11% 47
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Compass Financial Services reduced its Wells Fargo (WFC) stake by 19% in Q2 2026, selling an estimated $66.1K and leaving 3,442 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #47.

Compass Financial Services first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Compass Financial Services held 3,442 shares of Wells Fargo worth $284K as of Q2 2026.
  • Compass Financial Services sold 823 Wells Fargo shares in Q2 2026, an estimated $66.1K.
  • Wells Fargo made up 0.11% of Compass Financial Services's portfolio in Q2 2026, its #47 holding.
  • Compass Financial Services first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Compass Financial Services's Wells Fargo position peaked at $340K in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.