Demars Financial Group
WFC icon

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
Q3 		$245K Buy
3,063
+39
+1% +$3.37K 0.06% 111
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

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AssetMark Inc
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Banque Pictet & Cie
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Ferguson Wellman Capital Management
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MN Services Vermogensbeheer
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Davenport & Co
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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Demars Financial Group's WFC Position: Q3 2026 in Review

Demars Financial Group increased its Wells Fargo (WFC) stake by 1.3% in Q3 2026, buying an estimated $3.37K and bringing the position to 3,063 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #111.

Demars Financial Group first reported a position in WFC in Q1 2024 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Demars Financial Group held 3,063 shares of Wells Fargo worth $245K as of Q3 2026.
  • Demars Financial Group bought 39 Wells Fargo shares in Q3 2026, an estimated $3.37K.
  • Wells Fargo made up 0.06% of Demars Financial Group's portfolio in Q3 2026, its #111 holding.
  • Demars Financial Group first reported a position in Wells Fargo in Q1 2024 and has held it in 6 quarters since.
  • Demars Financial Group's Wells Fargo position peaked at $282K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.