Houlihan Financial Resource Group’s Wells Fargo WFC Stock Holding History

Houlihan Financial Resource 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	$224K	Hold	2,808	–	–	0.09%	107
2025 Q4	$256K	Buy	+2,808	New	+$244K	0.1%	100
2025 Q3	–	Sell	-2,949	Closed	-$237K	–	107
2025 Q2	$237K	Hold	2,949	–	–	0.1%	102
2025 Q1	$212K	Sell	2,949 -60	-2%	-$4.5K	0.1%	99
2024 Q4	$211K	Buy	+3,009	New	+$205K	0.09%	100
2024 Q2	–	Sell	-4,894	Closed	-$284K	–	104
2024 Q1	$284K	Sell	4,894 -500	-9%	-$26.2K	0.13%	88
2023 Q4	$265K	Hold	5,394	–	–	0.13%	88
2023 Q3	$218K	Buy	+5,394	New	+$233K	0.12%	90
2023 Q2	–	Sell	-5,394	Closed	-$202K	–	178
2023 Q1	$202K	Hold	5,394	–	–	0.11%	89
2022 Q4	$234K	Hold	5,394	–	–	0.14%	83
2022 Q3	$222K	Buy	+5,394	New	+$232K	0.14%	76
2020 Q3	$167K	Buy	+6,885	New	+$170K	0.1%	107
2020 Q1	$200K	Sell	6,985 -700	-9%	-$29.8K	0.17%	84
2019 Q4	$413K	Buy	+7,685	New	+$403K	0.27%	69

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Houlihan Financial Resource Group's WFC Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Wells Fargo (WFC) position steady in Q1 2026 at 2,808 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #107.

Houlihan Financial Resource Group first reported a position in WFC in Q4 2019 and has held it in 14 quarters since. The position peaked at $413K in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Houlihan Financial Resource Group held 2,808 shares of Wells Fargo worth $224K as of Q1 2026.
Houlihan Financial Resource Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.09% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #107 holding.
Houlihan Financial Resource Group first reported a position in Wells Fargo in Q4 2019 and has held it in 14 quarters since.
Houlihan Financial Resource Group's Wells Fargo position peaked at $413K in Q4 2019.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.