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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
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 $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

Demars Financial Group's WFC Position: Q1 2026 in Review

Demars Financial Group increased its Wells Fargo (WFC) stake by 3.9% in Q1 2026, buying an estimated $10.1K and bringing the position to 3,142 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #92.

Demars Financial Group first reported a position in WFC in Q1 2024 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Demars Financial Group held 3,142 shares of Wells Fargo worth $250K as of Q1 2026.
  • Demars Financial Group bought 118 Wells Fargo shares in Q1 2026, an estimated $10.1K.
  • Wells Fargo made up 0.08% of Demars Financial Group's portfolio in Q1 2026, its #92 holding.
  • Demars Financial Group first reported a position in Wells Fargo in Q1 2024 and has held it in 4 quarters since.
  • Demars Financial Group's Wells Fargo position peaked at $282K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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