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CoreFirst Bank & Trust’s Wells Fargo WFC Stock Holding History

CoreFirst Bank & Trust’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 		$296K Sell
3,723
-310
-8% -$26.6K 0.16% 101
2025
Q4 		$376K Sell
4,033
-439
-10% -$38.1K 0.2% 86
2025
Q3 		$375K Sell
4,472
-113
-2% -$9.16K 0.2% 86
2025
Q2 		$367K Sell
4,585
-340
-7% -$24.5K 0.21% 85
2025
Q1 		$354K Hold
4,925
– – 0.23% 84
2024
Q4 		$346K Hold
4,925
– – 0.21% 90
2024
Q3 		$278K Sell
4,925
-1,200
-20% -$67.9K 0.16% 104
2024
Q2 		$364K Sell
6,125
-70
-1% -$4.13K 0.24% 87
2024
Q1 		$359K Sell
6,195
-90
-1% -$4.71K 0.22% 89
2023
Q4 		$309K Sell
6,285
-6,731
-52% -$290K 0.21% 95
2023
Q3 		$532K Buy
13,016
+3,163
+32% +$137K 0.38% 64
2023
Q2 		$421K Sell
9,853
-2,646
-21% -$107K 0.3% 82
2023
Q1 		$467K Sell
12,499
-1,350
-10% -$58.8K 0.34% 69
2022
Q4 		$572K Sell
13,849
-4,422
-24% -$196K 0.43% 55
2022
Q3 		$735K Sell
18,271
-344
-2% -$14.8K 0.63% 39
2022
Q2 		$729K Sell
18,615
-2,964
-14% -$130K 0.58% 40
2022
Q1 		$1.05M Sell
21,579
-1,128
-5% -$60.4K 0.72% 35
2021
Q4 		$1.09M Sell
22,707
-1,072
-5% -$52.8K 0.71% 31
2021
Q3 		$1.1M Sell
23,779
-720
-3% -$33.3K 0.77% 28
2021
Q2 		$1.11M Sell
24,499
-370
-1% -$16.5K 0.75% 28
2021
Q1 		$972K Sell
24,869
-530
-2% -$18.8K 0.67% 34
2020
Q4 		$767K Buy
+25,399
New +$658K 0.57% 40

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

CoreFirst Bank & Trust's WFC Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its Wells Fargo (WFC) stake by 7.7% in Q1 2026, selling an estimated $26.6K and leaving 3,723 shares worth $296K. The position accounts for 0.16% of the portfolio, ranked #101.

CoreFirst Bank & Trust first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q2 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • CoreFirst Bank & Trust held 3,723 shares of Wells Fargo worth $296K as of Q1 2026.
  • CoreFirst Bank & Trust sold 310 Wells Fargo shares in Q1 2026, an estimated $26.6K.
  • Wells Fargo made up 0.16% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #101 holding.
  • CoreFirst Bank & Trust first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • CoreFirst Bank & Trust's Wells Fargo position peaked at $1.11M in Q2 2021.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.