Embree Financial Group
WFC icon

Embree Financial Group’s Wells Fargo WFC Stock Holding History

Embree 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 		$360K Buy
4,502
+37
+0.8% +$3.2K 0.04% 204
2026
Q2 		$369K Buy
4,465
+89
+2% +$7.15K 0.04% 198
2026
Q1 		$348K Buy
4,376
+714
+19% +$61.3K 0.04% 186
2025
Q4 		$341K Buy
3,662
+332
+10% +$28.8K 0.04% 179
2025
Q3 		$279K Buy
3,330
+126
+4% +$10.2K 0.04% 191
2025
Q2 		$257K Buy
3,204
+79
+3% +$5.7K 0.04% 190
2025
Q1 		$224K Buy
+3,125
New +$235K 0.04% 189

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

Embree Financial Group increased its Wells Fargo (WFC) stake by 0.83% in Q3 2026, buying an estimated $3.2K and bringing the position to 4,502 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #204.

Embree Financial Group first reported a position in WFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $369K in Q2 2026. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Embree Financial Group held 4,502 shares of Wells Fargo worth $360K as of Q3 2026.
  • Embree Financial Group bought 37 Wells Fargo shares in Q3 2026, an estimated $3.2K.
  • Wells Fargo made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #204 holding.
  • Embree Financial Group first reported a position in Wells Fargo in Q1 2025 and has held it in 7 quarters since.
  • Embree Financial Group's Wells Fargo position peaked at $369K in Q2 2026.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

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