First Business Financial Services’s Wells Fargo WFC Stock Holding History

First Business Financial Services’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	$224K	Buy	+2,715	New	+$218K	0.02%	190
2026 Q1	–	Sell	-2,473	Closed	-$230K	–	195
2025 Q4	$230K	Buy	2,473 +48	+2%	+$4.17K	0.02%	163
2025 Q3	$203K	Buy	+2,425	New	+$197K	0.02%	181
2019 Q1	–	Sell	-8,173	Closed	-$377K	–	116
2018 Q4	$377K	Buy	+8,173	New	+$419K	0.06%	105

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Business Financial Services's WFC Position: Q2 2026 in Review

First Business Financial Services opened a new position in Wells Fargo (WFC) in Q2 2026: 2,715 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: First Business Financial Services previously reported a position in WFC as recently as Q4 2025.

First Business Financial Services first reported a position in WFC in Q4 2018 and has held it in 4 quarters since. The position peaked at $377K in Q4 2018. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

First Business Financial Services held 2,715 shares of Wells Fargo worth $224K as of Q2 2026.
Wells Fargo was a new First Business Financial Services position in Q2 2026.
Wells Fargo made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #190 holding.
First Business Financial Services first reported a position in Wells Fargo in Q4 2018 and has held it in 4 quarters since.
First Business Financial Services's Wells Fargo position peaked at $377K in Q4 2018.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.