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ERn Financial LLC’s Wells Fargo WFC Stock Holding History

ERn Financial LLC’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 		$297K Sell
3,707
-92
-2% -$7.96K 0.05% 135
2026
Q2 		$314K Buy
3,799
+1,217
+47% +$97.8K 0.05% 130
2026
Q1 		$206K Buy
+2,582
New +$222K 0.04% 146
2025
Q4 		– Sell
-2,441
Closed -$205K – 148
2025
Q3 		$205K Buy
+2,441
New +$198K 0.04% 138
2025
Q2 		– Sell
-4,814
Closed -$346K – 185
2025
Q1 		$346K Sell
4,814
-67
-1% -$5.03K 0.05% 153
2024
Q4 		$343K Sell
4,881
-2,514
-34% -$172K 0.05% 161
2024
Q3 		$418K Buy
7,395
+33
+0.4% +$1.87K 0.06% 152
2024
Q2 		$437K Buy
7,362
+612
+9% +$36.1K 0.07% 146
2024
Q1 		$391K Sell
6,750
-194
-3% -$10.2K 0.07% 151
2023
Q4 		$322K Buy
+6,944
New +$300K 0.06% 153

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

ERn Financial LLC's WFC Position: Q3 2026 in Review

ERn Financial LLC reduced its Wells Fargo (WFC) stake by 2.4% in Q3 2026, selling an estimated $7.96K and leaving 3,707 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #135.

ERn Financial LLC first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $437K in Q2 2024. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • ERn Financial LLC held 3,707 shares of Wells Fargo worth $297K as of Q3 2026.
  • ERn Financial LLC sold 92 Wells Fargo shares in Q3 2026, an estimated $7.96K.
  • Wells Fargo made up 0.05% of ERn Financial LLC's portfolio in Q3 2026, its #135 holding.
  • ERn Financial LLC first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • ERn Financial LLC's Wells Fargo position peaked at $437K in Q2 2024.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.