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Csenge Advisory Group’s Wells Fargo WFC Stock Holding History

Csenge Advisory 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
Q1 		$788K Sell
9,896
-2,210
-18% -$190K 0.04% 344
2025
Q4 		$1.13M Sell
12,106
-802
-6% -$69.6K 0.05% 284
2025
Q3 		$1.08M Sell
12,908
-1,045
-7% -$84.7K 0.05% 274
2025
Q2 		$1.04M Buy
13,953
+159
+1% +$11.5K 0.05% 258
2025
Q1 		$893K Sell
13,794
-2,738
-17% -$206K 0.05% 272
2024
Q4 		$1.16M Sell
16,532
-3,101
-16% -$212K 0.06% 243
2024
Q3 		$1.2M Buy
19,633
+53
+0.3% +$3K 0.06% 227
2024
Q2 		$1.16M Sell
19,580
-148
-0.8% -$8.74K 0.07% 221
2024
Q1 		$1.14M Sell
19,728
-72
-0.4% -$3.77K 0.06% 236
2023
Q4 		$975K Sell
19,800
-923
-4% -$39.8K 0.06% 241
2023
Q3 		$847K Buy
20,723
+1,497
+8% +$64.6K 0.06% 240
2023
Q2 		$821K Buy
19,226
+704
+4% +$28.3K 0.06% 255
2023
Q1 		$692K Sell
18,522
-2,627
-12% -$115K 0.05% 271
2022
Q4 		$873K Sell
21,149
-771
-4% -$34.1K 0.07% 237
2022
Q3 		$882K Buy
21,920
+700
+3% +$30.1K 0.07% 221
2022
Q2 		$831K Buy
21,220
+509
+2% +$22.3K 0.07% 242
2022
Q1 		$1M Buy
20,711
+1,472
+8% +$78.8K 0.08% 216
2021
Q4 		$874K Buy
19,239
+5,721
+42% +$282K 0.08% 225
2021
Q3 		$636K Sell
13,518
-5,721
-30% -$265K 0.05% 313
2021
Q2 		$874K Buy
19,239
+1,042
+6% +$46.5K 0.08% 225
2021
Q1 		$737K Buy
18,197
+2,628
+17% +$93K 0.08% 202
2020
Q4 		$470K Buy
+15,569
New +$403K 0.06% 236
2020
Q3 		– Sell
-8,907
Closed -$228K – 442
2020
Q2 		$228K Buy
+8,907
New +$244K 0.03% 325
2018
Q4 		– Sell
-1,186
Closed -$61K – 1489
2018
Q3 		$61K Sell
1,186
-6,344
-84% -$362K 0.02% 278
2018
Q2 		$417K Sell
7,530
-447
-6% -$23.9K 0.15% 139
2018
Q1 		$418K Buy
7,977
+1,338
+20% +$79.5K 0.15% 143
2017
Q4 		$403K Buy
6,639
+1,729
+35% +$97.7K 0.14% 131
2017
Q3 		$271K Buy
+4,910
New +$261K 0.11% 190

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

Csenge Advisory Group's WFC Position: Q1 2026 in Review

Csenge Advisory Group reduced its Wells Fargo (WFC) stake by 18% in Q1 2026, selling an estimated $190K and leaving 9,896 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #344.

Csenge Advisory Group first reported a position in WFC in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.2M in Q3 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Csenge Advisory Group held 9,896 shares of Wells Fargo worth $788K as of Q1 2026.
  • Csenge Advisory Group sold 2,210 Wells Fargo shares in Q1 2026, an estimated $190K.
  • Wells Fargo made up 0.04% of Csenge Advisory Group's portfolio in Q1 2026, its #344 holding.
  • Csenge Advisory Group first reported a position in Wells Fargo in Q3 2017 and has held it in 28 quarters since.
  • Csenge Advisory Group's Wells Fargo position peaked at $1.2M in Q3 2024.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.