Convergence Financial’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$568K Buy
7,132
+3,458
+94% +$297K 0.06% 139
2025
Q4
$342K Buy
3,674
+16
+0.4% +$1.39K 0.05% 151
2025
Q3
$307K Buy
3,658
+22
+0.6% +$1.78K 0.05% 156
2025
Q2
$291K Buy
3,636
+268
+8% +$19.3K 0.05% 157
2025
Q1
$242K Buy
3,368
+344
+11% +$25.8K 0.05% 154
2024
Q4
$212K Buy
+3,024
New +$206K 0.04% 154
2024
Q3
Sell
-3,518
Closed -$209K 164
2024
Q2
$209K Buy
+3,518
New +$208K 0.06% 141

Other funds holding WFC

Convergence Financial's WFC Position: Q1 2026 in Review

Convergence Financial increased its Wells Fargo (WFC) stake by 94% in Q1 2026, buying an estimated $297K and bringing the position to 7,132 shares worth $568K. The position accounts for 0.06% of the portfolio, ranked #139.

Convergence Financial first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Convergence Financial held 7,132 shares of Wells Fargo worth $568K as of Q1 2026.
  • Convergence Financial bought 3,458 Wells Fargo shares in Q1 2026, an estimated $297K.
  • Wells Fargo made up 0.06% of Convergence Financial's portfolio in Q1 2026, its #139 holding.
  • Convergence Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.