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Cynosure Group’s Wells Fargo WFC Stock Holding History

Cynosure 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 		$4.08M Hold
51,198
– – 0.51% 32
2025
Q4 		$4.77M Hold
51,198
– – 0.49% 30
2025
Q3 		$4.29M Hold
51,198
– – 0.47% 29
2025
Q2 		$4.1M Hold
51,198
– – 0.46% 30
2025
Q1 		$3.68M Sell
51,198
-51,198
-50% -$3.84M 0.51% 29
2024
Q4 		$7.19M Sell
102,396
-4,762
-4% -$325K 1.07% 20
2024
Q3 		$6.05M Buy
107,158
+54,026
+102% +$3.06M 0.88% 22
2024
Q2 		$3.16M Sell
53,132
-123
-0.2% -$7.26K 0.51% 32
2024
Q1 		$3.09M Sell
53,255
-58,356
-52% -$3.05M 0.55% 30
2023
Q4 		$5.49M Sell
111,611
-28,730
-20% -$1.24M 0.99% 21
2023
Q3 		$5.73M Sell
140,341
-13,114
-9% -$566K 1.76% 14
2023
Q2 		$6.55M Buy
153,455
+74,460
+94% +$3M 1.97% 16
2023
Q1 		$2.95M Sell
78,995
-89,112
-53% -$3.88M 4.46% 6
2022
Q4 		$6.94M Hold
168,107
– – 7.2% 3
2022
Q3 		$6.76M Sell
168,107
-7,492
-4% -$322K 7.24% 3
2022
Q2 		$6.88M Hold
175,599
– – 6.75% 4
2022
Q1 		$8.51M Sell
175,599
-40,417
-19% -$2.16M 6.85% 3
2021
Q4 		$10.4M Sell
216,016
-34,567
-14% -$1.7M 7.82% 3
2021
Q3 		$11.6M Hold
250,583
– – 8.98% 3
2021
Q2 		$11.3M Sell
250,583
-1,618
-0.6% -$72.2K 8.81% 3
2021
Q1 		$9.85M Hold
252,201
– – 7.73% 4
2020
Q4 		$7.61M Hold
252,201
– – 6.47% 6
2020
Q3 		$5.93M Hold
252,201
– – 6.2% 6
2020
Q2 		$6.46M Hold
252,201
– – 7.59% 6
2020
Q1 		$7.24M Sell
252,201
-346,350
-58% -$14.7M 5.18% 6
2019
Q4 		$32.2M Sell
598,551
-130,349
-18% -$6.83M 17.15% 3
2019
Q3 		$36.8M Sell
728,900
-202,349
-22% -$9.53M 19.99% 2
2019
Q2 		$44.1M Buy
931,249
+110,800
+14% +$5.18M 20.24% 1
2019
Q1 		$39.6M Sell
820,449
-244,000
-23% -$12M 24.57% 1
2018
Q4 		$49M Buy
+1,064,449
New +$54.5M 28.93% 1

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

Cynosure Group's WFC Position: Q1 2026 in Review

Cynosure Group held its Wells Fargo (WFC) position steady in Q1 2026 at 51,198 shares worth $4.08M. The position accounts for 0.51% of the portfolio, ranked #32.

Cynosure Group first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $49M in Q4 2018. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cynosure Group held 51,198 shares of Wells Fargo worth $4.08M as of Q1 2026.
  • Cynosure Group left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.51% of Cynosure Group's portfolio in Q1 2026, its #32 holding.
  • Cynosure Group first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Cynosure Group's Wells Fargo position peaked at $49M in Q4 2018.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.