Financial Management Network’s Wells Fargo WFC Stock Holding History

Financial Management Network’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	$319K	Buy	3,966 +945	+31%	+$81.7K	0.05%	161
2026 Q2	$264K	Buy	3,021 +16	+0.5%	+$1.29K	0.04%	180
2026 Q1	$259K	Sell	3,005 -245	-8%	-$21K	0.04%	173
2025 Q4	$309K	Buy	3,250 +180	+6%	+$15.6K	0.05%	148
2025 Q3	$248K	Sell	3,070 -700	-19%	-$56.8K	0.04%	161
2025 Q2	$315K	Buy	+3,770	New	+$272K	0.06%	138
2025 Q1	–	Sell	-3,136	Closed	-$224K	–	166
2024 Q4	$224K	Sell	3,136 -509	-14%	-$34.8K	0.05%	151
2024 Q3	$208K	Buy	3,645 +66	+2%	+$3.73K	0.04%	164
2024 Q2	$213K	Sell	3,579 -149	-4%	-$8.8K	0.05%	143
2024 Q1	$211K	Buy	+3,728	New	+$195K	0.05%	150

Other funds holding WFC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Financial Management Network's WFC Position: Q3 2026 in Review

Financial Management Network increased its Wells Fargo (WFC) stake by 31% in Q3 2026, buying an estimated $81.7K and bringing the position to 3,966 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #161.

Financial Management Network first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Financial Management Network held 3,966 shares of Wells Fargo worth $319K as of Q3 2026.
Financial Management Network bought 945 Wells Fargo shares in Q3 2026, an estimated $81.7K.
Wells Fargo made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #161 holding.
Financial Management Network first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
690 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.