Cornerstone Financial Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
Cornerstone Financial Management's WFC Position: Q2 2026 in Review
Cornerstone Financial Management increased its Wells Fargo (WFC) stake by 21% in Q2 2026, buying an estimated $12.9K and bringing the position to 934 shares worth $77.2K. The position accounts for 0.06% of the portfolio, ranked #132.
Cornerstone Financial Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Cornerstone Financial Management held 934 shares of Wells Fargo worth $77.2K as of Q2 2026.
- Cornerstone Financial Management bought 161 Wells Fargo shares in Q2 2026, an estimated $12.9K.
- Wells Fargo made up 0.06% of Cornerstone Financial Management's portfolio in Q2 2026, its #132 holding.
- Cornerstone Financial Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
- 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.