Founders Financial Securities’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
22,278
+169
| +0.8% | +$14.5K | 0.11% | 184 |
|
|
2025
Q4 | $2.06M | Buy |
22,109
+869
| +4% | +$75.4K | 0.12% | 166 |
|
|
2025
Q3 | $1.78M | Buy |
21,240
+608
| +3% | +$49.3K | 0.12% | 167 |
|
|
2025
Q2 | $1.65M | Sell |
20,632
-8,345
| -29% | -$602K | 0.13% | 166 |
|
|
2025
Q1 | $2.01M | Sell |
28,977
-842
| -3% | -$63.2K | 0.17% | 123 |
|
|
2024
Q4 | $2.09M | Buy |
29,819
+17
| +0.1% | +$1.16K | 0.19% | 104 |
|
|
2024
Q3 | $1.68M | Sell |
29,802
-184
| -0.6% | -$10.4K | 0.16% | 122 |
|
|
2024
Q2 | $1.78M | Sell |
29,986
-309
| -1% | -$18.2K | 0.17% | 117 |
|
|
2024
Q1 | $1.76M | Sell |
30,295
-428
| -1% | -$22.4K | 0.18% | 109 |
|
|
2023
Q4 | $1.51M | Sell |
30,723
-215
| -0.7% | -$9.28K | 0.17% | 115 |
|
|
2023
Q3 | $1.26M | Sell |
30,938
-633
| -2% | -$27.3K | 0.16% | 114 |
|
|
2023
Q2 | $1.35M | Buy |
31,571
+240
| +0.8% | +$9.66K | 0.18% | 110 |
|
|
2023
Q1 | $1.17M | Buy |
31,331
+317
| +1% | +$13.8K | 0.17% | 120 |
|
|
2022
Q4 | $1.28M | Sell |
31,014
-2,487
| -7% | -$110K | 0.2% | 110 |
|
|
2022
Q3 | $1.35M | Buy |
33,501
+97
| +0.3% | +$4.17K | 0.24% | 91 |
|
|
2022
Q2 | $1.31M | Buy |
33,404
+230
| +0.7% | +$10.1K | 0.26% | 81 |
|
|
2022
Q1 | $1.61M | Sell |
33,174
-568
| -2% | -$30.4K | 0.28% | 75 |
|
|
2021
Q4 | $1.62M | Sell |
33,742
-214
| -0.6% | -$10.5K | 0.29% | 75 |
|
|
2021
Q3 | $1.58M | Sell |
33,956
-181
| -0.5% | -$8.38K | 0.32% | 68 |
|
|
2021
Q2 | $1.55M | Buy |
34,137
+1,080
| +3% | +$48.2K | 0.31% | 71 |
|
|
2021
Q1 | $1.29M | Buy |
33,057
+9,362
| +40% | +$331K | 0.3% | 67 |
|
|
2020
Q4 | $715K | Sell |
23,695
-2,890
| -11% | -$74.8K | 0.17% | 104 |
|
|
2020
Q3 | $625K | Buy |
26,585
+11,646
| +78% | +$287K | 0.2% | 78 |
|
|
2020
Q2 | $381K | Sell |
14,939
-100
| -0.7% | -$2.74K | 0.12% | 114 |
|
|
2020
Q1 | $432K | Buy |
15,039
+148
| +1% | +$6.29K | 0.16% | 78 |
|
|
2019
Q4 | $801K | Buy |
14,891
+1,142
| +8% | +$59.8K | 0.27% | 59 |
|
|
2019
Q3 | $693K | Buy |
13,749
+2,993
| +28% | +$141K | 0.22% | 75 |
|
|
2019
Q2 | $509K | Sell |
10,756
-1,521
| -12% | -$71.1K | 0.17% | 82 |
|
|
2019
Q1 | $593K | Sell |
12,277
-30
| -0.2% | -$1.48K | 0.19% | 81 |
|
|
2018
Q4 | $567K | Buy |
12,307
+910
| +8% | +$46.6K | 0.21% | 70 |
|
|
2018
Q3 | $599K | Buy |
11,397
+70
| +0.6% | +$4K | 0.17% | 79 |
|
|
2018
Q2 | $628K | Sell |
11,327
-123
| -1% | -$6.59K | 0.19% | 75 |
|
|
2018
Q1 | $600K | Buy |
11,450
+230
| +2% | +$13.7K | 0.19% | 74 |
|
|
2017
Q4 | $681K | Buy |
+11,220
| New | +$634K | 0.23% | 63 |
|
Other funds holding WFC
VCM
VPM
Founders Financial Securities's WFC Position: Q1 2026 in Review
Founders Financial Securities increased its Wells Fargo (WFC) stake by 0.76% in Q1 2026, buying an estimated $14.5K and bringing the position to 22,278 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #184.
Founders Financial Securities first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.09M in Q4 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Founders Financial Securities held 22,278 shares of Wells Fargo worth $1.92M as of Q1 2026.
- Founders Financial Securities bought 169 Wells Fargo shares in Q1 2026, an estimated $14.5K.
- Wells Fargo made up 0.11% of Founders Financial Securities's portfolio in Q1 2026, its #184 holding.
- Founders Financial Securities first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
- Founders Financial Securities's Wells Fargo position peaked at $2.09M in Q4 2024.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.