CRA Financial Services
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CRA Financial Services’s Wells Fargo WFC Stock Holding History

CRA Financial Services’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 		$200K Buy
2,504
+183
+8% +$15.8K 0.02% 317
2026
Q2 		$192K Sell
2,321
-125
-5% -$10K 0.02% 315
2026
Q1 		$195K Sell
2,446
-2,154
-47% -$185K 0.03% 291
2025
Q4 		$429K Buy
4,600
+47
+1% +$4.08K 0.06% 194
2025
Q3 		$382K Buy
4,553
+151
+3% +$12.2K 0.05% 203
2025
Q2 		$353K Buy
4,402
+523
+13% +$37.7K 0.05% 196
2025
Q1 		$278K Buy
3,879
+962
+33% +$72.2K 0.05% 213
2024
Q4 		$205K Buy
+2,917
New +$199K 0.04% 259
2020
Q1 		– Sell
-4,356
Closed -$234K – 153
2019
Q4 		$234K Sell
4,356
-103
-2% -$5.4K 0.13% 126
2019
Q3 		$225K Sell
4,459
-2,600
-37% -$122K 0.14% 125
2019
Q2 		$334K Buy
7,059
+278
+4% +$13K 0.2% 98
2019
Q1 		$328K Sell
6,781
-696
-9% -$34.2K 0.21% 101
2018
Q4 		$345K Buy
+7,477
New +$383K 0.25% 95

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

CRA Financial Services's WFC Position: Q3 2026 in Review

CRA Financial Services increased its Wells Fargo (WFC) stake by 7.9% in Q3 2026, buying an estimated $15.8K and bringing the position to 2,504 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #317.

CRA Financial Services first reported a position in WFC in Q4 2018 and has held it in 13 quarters since. The position peaked at $429K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • CRA Financial Services held 2,504 shares of Wells Fargo worth $200K as of Q3 2026.
  • CRA Financial Services bought 183 Wells Fargo shares in Q3 2026, an estimated $15.8K.
  • Wells Fargo made up 0.02% of CRA Financial Services's portfolio in Q3 2026, its #317 holding.
  • CRA Financial Services first reported a position in Wells Fargo in Q4 2018 and has held it in 13 quarters since.
  • CRA Financial Services's Wells Fargo position peaked at $429K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.