Convergence Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Convergence Financial's WFC Position: Q2 2026 in Review
Convergence Financial reduced its Wells Fargo (WFC) stake by 9% in Q2 2026, selling an estimated $51.8K and leaving 6,487 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #168.
Convergence Financial first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $568K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Convergence Financial held 6,487 shares of Wells Fargo worth $536K as of Q2 2026.
- Convergence Financial sold 645 Wells Fargo shares in Q2 2026, an estimated $51.8K.
- Wells Fargo made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #168 holding.
- Convergence Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
- Convergence Financial's Wells Fargo position peaked at $568K in Q1 2026.
- 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.