Custom Index Systems’s Wells Fargo WFC Stock Holding History

Custom Index Systems’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	$279K	Hold	3,500	–	–	0.12%	209
2025 Q4	$326K	Hold	3,500	–	–	0.14%	191
2025 Q3	$293K	Hold	3,500	–	–	0.09%	226
2025 Q2	$280K	Hold	3,500	–	–	0.13%	203
2025 Q1	$251K	Hold	3,500	–	–	0.13%	237
2024 Q4	$246K	Buy	+3,500	New	+$239K	0.13%	199
2024 Q3	–	Sell	-4,121	Closed	-$245K	–	294
2024 Q2	$245K	Sell	4,121 -713	-15%	-$42.1K	0.14%	206
2024 Q1	$280K	Buy	+4,834	New	+$253K	0.16%	193

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Custom Index Systems's WFC Position: Q1 2026 in Review

Custom Index Systems held its Wells Fargo (WFC) position steady in Q1 2026 at 3,500 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #209.

Custom Index Systems first reported a position in WFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $326K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Custom Index Systems held 3,500 shares of Wells Fargo worth $279K as of Q1 2026.
Custom Index Systems left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.12% of Custom Index Systems's portfolio in Q1 2026, its #209 holding.
Custom Index Systems first reported a position in Wells Fargo in Q1 2024 and has held it in 8 quarters since.
Custom Index Systems's Wells Fargo position peaked at $326K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.