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Demars Financial Group’s Wells Fargo WFC Stock Holding History

Demars Financial 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
Q2 		$250K Sell
3,024
-118
-4% -$9.48K 0.07% 104
2026
Q1 		$250K Buy
3,142
+118
+4% +$10.1K 0.08% 92
2025
Q4 		$282K Hold
3,024
– – 0.09% 78
2025
Q3 		$253K Buy
+3,024
New +$245K 0.09% 82
2024
Q2 		– Sell
-3,875
Closed -$225K – 73
2024
Q1 		$225K Buy
+3,875
New +$203K 0.11% 63

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Demars Financial Group's WFC Position: Q2 2026 in Review

Demars Financial Group reduced its Wells Fargo (WFC) stake by 3.8% in Q2 2026, selling an estimated $9.48K and leaving 3,024 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #104.

Demars Financial Group first reported a position in WFC in Q1 2024 and has held it in 5 quarters since. The position peaked at $282K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Demars Financial Group held 3,024 shares of Wells Fargo worth $250K as of Q2 2026.
  • Demars Financial Group sold 118 Wells Fargo shares in Q2 2026, an estimated $9.48K.
  • Wells Fargo made up 0.07% of Demars Financial Group's portfolio in Q2 2026, its #104 holding.
  • Demars Financial Group first reported a position in Wells Fargo in Q1 2024 and has held it in 5 quarters since.
  • Demars Financial Group's Wells Fargo position peaked at $282K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.