Financial Connections Group’s Wells Fargo WFC Stock Holding History

Financial Connections 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	$288K	Hold	3,624	–	–	0.1%	60
2025 Q4	$337K	Hold	3,624	–	–	0.12%	57
2025 Q3	$303K	Buy	3,624 +3,383	+1,404%	+$274K	0.12%	56
2025 Q2	$19K	Hold	241	–	–	0.01%	148
2025 Q1	$17K	Hold	241	–	–	0.01%	139
2024 Q4	$16K	Hold	241	–	–	0.01%	136
2024 Q3	$13K	Hold	241	–	–	0.01%	144
2024 Q2	$14K	Buy	+241	New	+$14.2K	0.01%	174
2024 Q1	–	Sell	-241	Closed	-$11K	–	279
2023 Q4	$11K	Buy	+241	New	+$10.4K	0.01%	167
2023 Q3	–	Sell	-741	Closed	-$31K	–	249
2023 Q2	$31K	Buy	741 +550	+288%	+$22.1K	0.02%	132
2023 Q1	$7K	Sell	191 -50	-21%	-$2.18K	0.01%	188
2022 Q4	$9K	Hold	241	–	–	0.01%	172
2022 Q3	$9K	Sell	241 -500	-67%	-$21.5K	0.01%	156
2022 Q2	$29K	Hold	741	–	–	0.03%	124
2022 Q1	$35K	Hold	741	–	–	0.04%	120
2021 Q4	$35K	Buy	+741	New	+$36.5K	0.03%	123

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Financial Connections Group held its Wells Fargo (WFC) position steady in Q1 2026 at 3,624 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #60.

Financial Connections Group first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $337K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Financial Connections Group held 3,624 shares of Wells Fargo worth $288K as of Q1 2026.
Financial Connections Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.1% of Financial Connections Group's portfolio in Q1 2026, its #60 holding.
Financial Connections Group first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Wells Fargo position peaked at $337K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.