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Godfrey Financial Associates’s Wells Fargo WFC Stock Holding History

Godfrey Financial Associates’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 		$22.1K Buy
278
+11
+4% +$945 0.02% 327
2025
Q4 		$24.9K Buy
+267
New +$23.2K 0.02% 306

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

Godfrey Financial Associates's WFC Position: Q1 2026 in Review

Godfrey Financial Associates increased its Wells Fargo (WFC) stake by 4.1% in Q1 2026, buying an estimated $945 and bringing the position to 278 shares worth $22.1K. The position accounts for 0.02% of the portfolio, ranked #327.

Godfrey Financial Associates first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.9K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Godfrey Financial Associates held 278 shares of Wells Fargo worth $22.1K as of Q1 2026.
  • Godfrey Financial Associates bought 11 Wells Fargo shares in Q1 2026, an estimated $945.
  • Wells Fargo made up 0.02% of Godfrey Financial Associates's portfolio in Q1 2026, its #327 holding.
  • Godfrey Financial Associates first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Godfrey Financial Associates's Wells Fargo position peaked at $24.9K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.