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Financial Perspectives’s Wells Fargo WFC Stock Holding History

Financial Perspectives’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 		$86.6K Hold
1,082
– – 0.02% 262
2026
Q2 		$89.4K Hold
1,082
– – 0.02% 257
2026
Q1 		$86.1K Sell
1,082
-29
-3% -$2.49K 0.02% 247
2025
Q4 		$104K Sell
1,111
-10
-0.9% -$868 0.03% 226
2025
Q3 		$94K Sell
1,121
-62
-5% -$5.03K 0.03% 242
2025
Q2 		$94.8K Hold
1,183
– – 0.03% 229
2025
Q1 		$84.9K Sell
1,183
-210
-15% -$15.8K 0.03% 231
2024
Q4 		$97.8K Buy
1,393
+382
+38% +$26.1K 0.03% 217
2024
Q3 		$57.1K Hold
1,011
– – 0.02% 268
2024
Q2 		$60.1K Hold
1,011
– – 0.02% 259
2024
Q1 		$58.6K Sell
1,011
-5,141
-84% -$269K 0.02% 262
2023
Q4 		$303K Buy
6,152
+1
+0% +$43 0.12% 105
2023
Q3 		$251K Buy
6,151
+3,946
+179% +$170K 0.12% 106
2023
Q2 		$94.1K Buy
2,205
+6
+0.3% +$242 0.04% 197
2023
Q1 		$82.2K Buy
2,199
+6
+0.3% +$262 0.04% 211
2022
Q4 		$90.6K Buy
2,193
+5
+0.2% +$221 0.05% 185
2022
Q3 		$88K Buy
2,188
+6
+0.3% +$258 0.05% 181
2022
Q2 		$85.5K Buy
2,182
+4
+0.2% +$176 0.05% 185
2022
Q1 		$106K Buy
2,178
+839
+63% +$44.9K 0.05% 185
2021
Q4 		$64.2K Hold
1,339
– – 0.03% 221
2021
Q3 		$62.1K Sell
1,339
-521
-28% -$24.1K 0.03% 218
2021
Q2 		$84.2K Hold
1,860
– – 0.04% 206
2021
Q1 		$72.7K Hold
1,860
– – 0.04% 210
2020
Q4 		$56.1K Sell
1,860
-808
-30% -$20.9K 0.03% 215
2020
Q3 		$62.7K Hold
2,668
– – 0.04% 185
2020
Q2 		$68.3K Hold
2,668
– – 0.05% 165
2020
Q1 		$76.6K Hold
2,668
– – 0.06% 132
2019
Q4 		$144K Buy
+2,668
New +$140K 0.1% 100

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Perspectives's WFC Position: Q3 2026 in Review

Financial Perspectives held its Wells Fargo (WFC) position steady in Q3 2026 at 1,082 shares worth $86.6K. The position accounts for 0.02% of the portfolio, ranked #262.

Financial Perspectives first reported a position in WFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $303K in Q4 2023. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Financial Perspectives held 1,082 shares of Wells Fargo worth $86.6K as of Q3 2026.
  • Financial Perspectives left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #262 holding.
  • Financial Perspectives first reported a position in Wells Fargo in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's Wells Fargo position peaked at $303K in Q4 2023.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.