Crown Wealth Group
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Crown Wealth Group’s Wells Fargo WFC Stock Holding History

Crown Wealth 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 		$1.51M Buy
18,878
+246
+1% +$21.3K 0.37% 42
2026
Q2 		$1.54M Buy
18,632
+2,739
+17% +$220K 0.39% 36
2026
Q1 		$1.27M Buy
15,893
+2,747
+21% +$236K 0.37% 42
2025
Q4 		$1.23M Buy
13,146
+4,052
+45% +$352K 0.34% 46
2025
Q3 		$762K Buy
9,094
+37
+0.4% +$3K 0.23% 52
2025
Q2 		$726K Sell
9,057
-47
-0.5% -$3.39K 0.27% 46
2025
Q1 		$654K Buy
9,104
+2,456
+37% +$184K 0.34% 42
2024
Q4 		$467K Buy
6,648
+140
+2% +$9.6K 0.19% 63
2024
Q3 		$368K Sell
6,508
-6
-0.1% -$339 0.16% 74
2024
Q2 		$387K Sell
6,514
-680
-9% -$40.1K 0.19% 61
2024
Q1 		$417K Buy
7,194
+1,969
+38% +$103K 0.21% 55
2023
Q4 		$257K Buy
+5,225
New +$225K 0.15% 73

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crown Wealth Group's WFC Position: Q3 2026 in Review

Crown Wealth Group increased its Wells Fargo (WFC) stake by 1.3% in Q3 2026, buying an estimated $21.3K and bringing the position to 18,878 shares worth $1.51M. The position accounts for 0.37% of the portfolio, ranked #42.

Crown Wealth Group first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q2 2026. 1,196 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Crown Wealth Group held 18,878 shares of Wells Fargo worth $1.51M as of Q3 2026.
  • Crown Wealth Group bought 246 Wells Fargo shares in Q3 2026, an estimated $21.3K.
  • Wells Fargo made up 0.37% of Crown Wealth Group's portfolio in Q3 2026, its #42 holding.
  • Crown Wealth Group first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Crown Wealth Group's Wells Fargo position peaked at $1.54M in Q2 2026.
  • 1,196 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.