First Command Bank’s Wells Fargo WFC Stock Holding History

First Command Bank’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
2023 Q2	$207K	Sell	4,847 -65	-1%	-$2.62K	0.02%	134
2023 Q1	$184K	Hold	4,912	–	–	0.02%	141
2022 Q4	$203K	Sell	4,912 -850	-15%	-$37.6K	0.03%	128
2022 Q3	$232K	Hold	5,762	–	–	0.03%	108
2022 Q2	$226K	Buy	5,762 +150	+3%	+$6.58K	0.03%	114
2022 Q1	$272K	Buy	5,612 +2,166	+63%	+$116K	0.04%	119
2021 Q4	$160K	Hold	3,446	–	–	0.03%	154
2021 Q3	$160K	Sell	3,446 -300	-8%	-$13.9K	0.03%	154
2021 Q2	$169K	Hold	3,746	–	–	0.02%	155
2021 Q1	$146K	Sell	3,746 -42	-1%	-$1.49K	0.03%	148
2020 Q4	$114K	Sell	3,788 -1,448	-28%	-$37.5K	0.03%	161
2020 Q3	$123K	Sell	5,236 -1,409	-21%	-$34.7K	0.04%	136
2020 Q2	$171K	Sell	6,645 -668	-9%	-$18.3K	0.05%	115
2020 Q1	$210K	Buy	7,313 +453	+7%	+$19.3K	0.11%	98
2019 Q4	$369K	Sell	6,860 -48	-0.7%	-$2.51K	0.17%	87
2019 Q3	$349K	Buy	6,908 +850	+14%	+$40K	0.18%	82
2019 Q2	$287K	Buy	6,058 +1,072	+22%	+$50.1K	0.14%	90
2019 Q1	$241K	Buy	4,986 +1,998	+67%	+$98.3K	0.12%	104
2018 Q4	$138K	Hold	2,988	–	–	0.07%	128
2018 Q3	$157K	Hold	2,988	–	–	0.04%	130
2018 Q2	$165K	Sell	2,988 -25	-0.8%	-$1.34K	0.05%	121
2018 Q1	$158K	Sell	3,013 -975	-24%	-$57.9K	0.09%	117
2017 Q4	$242K	Sell	3,988 -302	-7%	-$17.1K	0.14%	96
2017 Q3	$237K	Sell	4,290 -325	-7%	-$17.3K	0.15%	90
2017 Q2	$256K	Sell	4,615 -73	-2%	-$3.91K	0.17%	86
2017 Q1	$261K	Buy	4,688 +727	+18%	+$41.3K	0.18%	80
2016 Q4	$218K	Buy	+3,961	New	+$199K	0.17%	90

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Command Bank's WFC Position: Q2 2023 in Review

First Command Bank reduced its Wells Fargo (WFC) stake by 1.3% in Q2 2023, selling an estimated $2.62K and leaving 4,847 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #134.

First Command Bank first reported a position in WFC in Q4 2016 and has held it in 27 quarters since. The position peaked at $369K in Q4 2019. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

First Command Bank held 4,847 shares of Wells Fargo worth $207K as of Q2 2023.
First Command Bank sold 65 Wells Fargo shares in Q2 2023, an estimated $2.62K.
Wells Fargo made up 0.02% of First Command Bank's portfolio in Q2 2023, its #134 holding.
First Command Bank first reported a position in Wells Fargo in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Wells Fargo position peaked at $369K in Q4 2019.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.