Global Financial Private Client
WFC icon

Global Financial Private Client’s Wells Fargo WFC Stock Holding History

Global Financial Private Client’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 		– Sell
-2,537
Closed -$210K – 252
2026
Q2 		$210K Buy
+2,537
New +$204K 0.06% 241
2026
Q1 		– Sell
-2,355
Closed -$219K – 246
2025
Q4 		$219K Buy
+2,355
New +$204K 0.08% 214
2025
Q2 		– Sell
-2,118
Closed -$152K – 1592
2025
Q1 		$152K Buy
2,118
+90
+4% +$6.76K 0.06% 223
2024
Q4 		$142K Sell
2,028
-676
-25% -$46.2K 0.05% 230
2024
Q3 		$153K Buy
2,704
+683
+34% +$38.6K 0.06% 215
2024
Q2 		$120K Hold
2,021
– – 0.05% 219
2024
Q1 		$116K Hold
2,021
– – 0.05% 218
2023
Q4 		$99.5K Hold
2,021
– – 0.05% 228
2023
Q3 		$80.1K Hold
2,021
– – 0.04% 239
2023
Q2 		$87.7K Hold
2,021
– – 0.04% 236
2023
Q1 		$76.2K Hold
2,021
– – 0.04% 238
2022
Q4 		$83.4K Hold
2,021
– – 0.05% 220
2022
Q3 		$84K Hold
2,021
– – 0.05% 211
2022
Q2 		$80.7K Hold
2,021
– – 0.05% 212
2022
Q1 		$98.4K Hold
2,021
– – 0.05% 197
2021
Q4 		$97K Hold
2,021
– – 0.05% 208
2021
Q3 		$95K Hold
2,021
– – 0.05% 190
2021
Q2 		$91.8K Hold
2,021
– – 0.05% 189
2021
Q1 		$80.1K Hold
2,021
– – 0.06% 173
2020
Q4 		$61K Buy
2,021
+805
+66% +$20.8K 0.05% 176
2020
Q3 		$28.6K Hold
1,216
– – 0.02% 233
2020
Q2 		$30.5K Hold
1,216
– – 0.03% 260
2020
Q1 		$32.3K Hold
1,216
– – 0.03% 257
2019
Q4 		$65.4K Buy
+1,216
New +$63.7K 0.05% 208

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Global Financial Private Client's WFC Position: Q3 2026 in Review

Global Financial Private Client sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,537 shares — an estimated $210K sold.

Global Financial Private Client first reported a position in WFC in Q4 2019 and held it in 24 quarters. The position peaked at $219K in Q4 2025. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Global Financial Private Client reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Global Financial Private Client sold 2,537 Wells Fargo shares in Q3 2026, an estimated $210K.
  • Global Financial Private Client first reported a position in Wells Fargo in Q4 2019 and held it in 24 quarters.
  • Global Financial Private Client's Wells Fargo position peaked at $219K in Q4 2025.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.