Fiduciary Financial Group’s Wells Fargo WFC Stock Holding History

Fiduciary 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 Q2	$1.15M	Buy	13,903 +494	+4%	+$39.7K	0.13%	104
2026 Q1	$1.07M	Sell	13,409 -296	-2%	-$25.4K	0.14%	100
2025 Q4	$1.28M	Buy	13,705 +338	+3%	+$29.3K	0.18%	82
2025 Q3	$1.12M	Buy	13,367 +668	+5%	+$54.2K	0.18%	79
2025 Q2	$1.03M	Buy	12,699 +54	+0.4%	+$3.89K	0.19%	76
2025 Q1	$798K	Buy	12,645 +368	+3%	+$27.6K	0.17%	84
2024 Q4	$859K	Sell	12,277 -113	-0.9%	-$7.71K	0.19%	76
2024 Q3	$710K	Sell	12,390 -169	-1%	-$9.56K	0.16%	83
2024 Q2	$757K	Buy	+12,559	New	+$741K	0.18%	77

Other funds holding WFC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Fiduciary Financial Group's WFC Position: Q2 2026 in Review

Fiduciary Financial Group increased its Wells Fargo (WFC) stake by 3.7% in Q2 2026, buying an estimated $39.7K and bringing the position to 13,903 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #104.

Fiduciary Financial Group first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q4 2025. 1,272 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fiduciary Financial Group held 13,903 shares of Wells Fargo worth $1.15M as of Q2 2026.
Fiduciary Financial Group bought 494 Wells Fargo shares in Q2 2026, an estimated $39.7K.
Wells Fargo made up 0.13% of Fiduciary Financial Group's portfolio in Q2 2026, its #104 holding.
Fiduciary Financial Group first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Wells Fargo position peaked at $1.28M in Q4 2025.
1,272 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.