Cooper Financial Group
WFC icon

Cooper Financial Group’s Wells Fargo WFC Stock Holding History

Cooper Financial Group’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
Q3 		$577K Buy
7,211
+531
+8% +$45.9K 0.05% 237
2026
Q2 		$552K Buy
6,680
+224
+3% +$18K 0.05% 251
2026
Q1 		$514K Sell
6,456
-575
-8% -$49.4K 0.05% 251
2025
Q4 		$655K Buy
7,031
+614
+10% +$53.3K 0.07% 200
2025
Q3 		$538K Sell
6,417
-207
-3% -$16.8K 0.06% 227
2025
Q2 		$531K Sell
6,624
-1,273
-16% -$91.8K 0.06% 226
2025
Q1 		$567K Buy
7,897
+2,282
+41% +$171K 0.07% 224
2024
Q4 		$394K Buy
5,615
+1,017
+22% +$69.4K 0.05% 266
2024
Q3 		$260K Buy
4,598
+440
+11% +$24.9K 0.03% 327
2024
Q2 		$247K Sell
4,158
-1,512
-27% -$89.3K 0.04% 335
2024
Q1 		$329K Buy
+5,670
New +$297K 0.05% 273
2021
Q4 		– Sell
-9,945
Closed -$462K – 280
2021
Q3 		$462K Buy
9,945
+214
+2% +$9.9K 0.1% 135
2021
Q2 		$441K Buy
9,731
+97
+1% +$4.33K 0.09% 135
2021
Q1 		$376K Sell
9,634
-6,532
-40% -$231K 0.08% 154
2020
Q4 		$488K Buy
+16,166
New +$419K 0.1% 153
2020
Q3 		– Sell
-7,991
Closed -$205K – 218
2020
Q2 		$205K Sell
7,991
-1,217
-13% -$33.3K 0.07% 178
2020
Q1 		$264K Sell
9,208
-3,553
-28% -$151K 0.11% 117
2019
Q4 		$687K Sell
12,761
-128
-1% -$6.7K 0.28% 56
2019
Q3 		$650K Sell
12,889
-284
-2% -$13.4K 0.29% 51
2019
Q2 		$623K Buy
13,173
+576
+5% +$26.9K 0.3% 51
2019
Q1 		$609K Buy
12,597
+590
+5% +$29K 0.34% 41
2018
Q4 		$553K Buy
+12,007
New +$615K 0.37% 40

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cooper Financial Group's WFC Position: Q3 2026 in Review

Cooper Financial Group increased its Wells Fargo (WFC) stake by 7.9% in Q3 2026, buying an estimated $45.9K and bringing the position to 7,211 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #237.

Cooper Financial Group first reported a position in WFC in Q4 2018 and has held it in 22 quarters since. The position peaked at $687K in Q4 2019. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Cooper Financial Group held 7,211 shares of Wells Fargo worth $577K as of Q3 2026.
  • Cooper Financial Group bought 531 Wells Fargo shares in Q3 2026, an estimated $45.9K.
  • Wells Fargo made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #237 holding.
  • Cooper Financial Group first reported a position in Wells Fargo in Q4 2018 and has held it in 22 quarters since.
  • Cooper Financial Group's Wells Fargo position peaked at $687K in Q4 2019.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.