EFG
WFC icon

Ethos Financial Group’s Wells Fargo WFC Stock Holding History

Ethos 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 		$286K Buy
3,569
+516
+17% +$44.3K 0.02% 413
2025
Q4 		$285K Buy
3,053
+448
+17% +$38.9K 0.02% 401
2025
Q3 		$218K Sell
2,605
-493
-16% -$40K 0.02% 428
2025
Q2 		$248K Buy
3,098
+247
+9% +$17.8K 0.02% 378
2025
Q1 		$201K Buy
2,851
+484
+20% +$36.3K 0.02% 392
2024
Q4 		$166K Buy
+2,367
New +$162K 0.02% 302

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

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

Ethos Financial Group increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $44.3K and bringing the position to 3,569 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #413.

Ethos Financial Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ethos Financial Group held 3,569 shares of Wells Fargo worth $286K as of Q1 2026.
  • Ethos Financial Group bought 516 Wells Fargo shares in Q1 2026, an estimated $44.3K.
  • Wells Fargo made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #413 holding.
  • Ethos Financial Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.