Flagstone Financial Management
WFC icon

Flagstone Financial Management’s Wells Fargo WFC Stock Holding History

Flagstone Financial Management’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 		$849K Sell
10,604
-142
-1% -$12.3K 0.19% 32
2026
Q2 		$888K Buy
10,746
+8
+0.1% +$643 0.2% 31
2026
Q1 		$855K Sell
10,738
-1,108
-9% -$95.2K 0.21% 30
2025
Q4 		$1.1M Buy
11,846
+589
+5% +$51.1K 0.28% 25
2025
Q3 		$944K Buy
11,257
+12
+0.1% +$973 0.25% 27
2025
Q2 		$901K Sell
11,245
-168
-1% -$12.1K 0.26% 27
2025
Q1 		$819K Buy
11,413
+170
+2% +$12.8K 0.26% 26
2024
Q4 		$790K Sell
11,243
-93
-0.8% -$6.35K 0.26% 25
2024
Q3 		$640K Sell
11,336
-73
-0.6% -$4.13K 0.21% 28
2024
Q2 		$678K Buy
11,409
+233
+2% +$13.8K 0.25% 25
2024
Q1 		$648K Sell
11,176
-28
-0.2% -$1.46K 0.25% 26
2023
Q4 		$551K Buy
11,204
+800
+8% +$34.5K 0.23% 28
2023
Q3 		$425K Hold
10,404
– – 0.19% 29
2023
Q2 		$444K Sell
10,404
-150
-1% -$6.04K 0.21% 29
2023
Q1 		$394K Buy
10,554
+1
+0% +$44 0.2% 30
2022
Q4 		$436K Buy
+10,553
New +$467K 0.27% 27

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Flagstone Financial Management reduced its Wells Fargo (WFC) stake by 1.3% in Q3 2026, selling an estimated $12.3K and leaving 10,604 shares worth $849K. The position accounts for 0.19% of the portfolio, ranked #32.

Flagstone Financial Management first reported a position in WFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Flagstone Financial Management held 10,604 shares of Wells Fargo worth $849K as of Q3 2026.
  • Flagstone Financial Management sold 142 Wells Fargo shares in Q3 2026, an estimated $12.3K.
  • Wells Fargo made up 0.19% of Flagstone Financial Management's portfolio in Q3 2026, its #32 holding.
  • Flagstone Financial Management first reported a position in Wells Fargo in Q4 2022 and has held it in 16 quarters since.
  • Flagstone Financial Management's Wells Fargo position peaked at $1.1M in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.