Frank Rimerman Advisors’s Wells Fargo WFC Stock Holding History

Frank Rimerman Advisors’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	$2.52M	Buy	31,464 +970	+3%	+$83.9K	0.14%	116
2026 Q2	$2.52M	Sell	30,494 -5,577	-15%	-$448K	0.14%	119
2026 Q1	$2.87M	Sell	36,071 -1,027	-3%	-$88.2K	0.19%	91
2025 Q4	$3.46M	Buy	37,098 +3,774	+11%	+$328K	0.22%	78
2025 Q3	$2.79M	Buy	33,324 +3,086	+10%	+$250K	0.18%	93
2025 Q2	$2.42M	Buy	30,238 +6,858	+29%	+$494K	0.16%	102
2025 Q1	$1.68M	Buy	23,380 +2,848	+14%	+$214K	0.13%	126
2024 Q4	$1.44M	Buy	20,532 +449	+2%	+$30.7K	0.1%	142
2024 Q3	$1.13M	Sell	20,083 -601	-3%	-$34K	0.08%	195
2024 Q2	$1.23M	Buy	20,684 +20,644	+51,610%	+$1.22M	0.09%	178
2024 Q1	$2.32K	Hold	40	–	–	﹤0.01%	271
2023 Q4	$1.97K	Buy	+40	New	+$1.73K	﹤0.01%	266

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Frank Rimerman Advisors's WFC Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Wells Fargo (WFC) stake by 3.2% in Q3 2026, buying an estimated $83.9K and bringing the position to 31,464 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #116.

Frank Rimerman Advisors first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.46M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Frank Rimerman Advisors held 31,464 shares of Wells Fargo worth $2.52M as of Q3 2026.
Frank Rimerman Advisors bought 970 Wells Fargo shares in Q3 2026, an estimated $83.9K.
Wells Fargo made up 0.14% of Frank Rimerman Advisors's portfolio in Q3 2026, its #116 holding.
Frank Rimerman Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Wells Fargo position peaked at $3.46M in Q4 2025.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.