CF
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Conquis Financial’s Wells Fargo WFC Stock Holding History

Conquis Financial’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 		$4.99K Hold
62
– – ﹤0.01% 44
2025
Q4 		$5.78K Hold
62
– – 0.01% 53
2025
Q3 		$5.2K Sell
62
-10
-14% -$811 ﹤0.01% 46
2025
Q2 		$5.77K Hold
72
– – 0.01% 43
2025
Q1 		$5.17K Sell
72
-224
-76% -$16.8K 0.01% 54
2024
Q4 		$20.8K Buy
+296
New +$20.2K 0.02% 49

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

Conquis Financial's WFC Position: Q1 2026 in Review

Conquis Financial held its Wells Fargo (WFC) position steady in Q1 2026 at 62 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #44.

Conquis Financial first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.8K in Q4 2024. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Conquis Financial held 62 shares of Wells Fargo worth $4.99K as of Q1 2026.
  • Conquis Financial left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up ﹤0.01% of Conquis Financial's portfolio in Q1 2026, its #44 holding.
  • Conquis Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Conquis Financial's Wells Fargo position peaked at $20.8K in Q4 2024.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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