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Fortress Financial Group’s Wells Fargo WFC Stock Holding History

Fortress Financial Group’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
Q1 		$496K Sell
6,235
-90
-1% -$7.73K 0.37% 37
2025
Q4 		$589K Buy
6,325
+16
+0.3% +$1.39K 0.44% 36
2025
Q3 		$529K Buy
6,309
+17
+0.3% +$1.38K 0.41% 36
2025
Q2 		$504K Buy
6,292
+16
+0.3% +$1.15K 0.43% 36
2025
Q1 		$451K Buy
6,276
+15
+0.2% +$1.13K 0.45% 40
2024
Q4 		$440K Buy
+6,261
New +$427K 0.44% 37

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortress Financial Group's WFC Position: Q1 2026 in Review

Fortress Financial Group reduced its Wells Fargo (WFC) stake by 1.4% in Q1 2026, selling an estimated $7.73K and leaving 6,235 shares worth $496K. The position accounts for 0.37% of the portfolio, ranked #37.

Fortress Financial Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $589K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Fortress Financial Group held 6,235 shares of Wells Fargo worth $496K as of Q1 2026.
  • Fortress Financial Group sold 90 Wells Fargo shares in Q1 2026, an estimated $7.73K.
  • Wells Fargo made up 0.37% of Fortress Financial Group's portfolio in Q1 2026, its #37 holding.
  • Fortress Financial Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's Wells Fargo position peaked at $589K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.