Howard Financial Services
WFC icon

Howard Financial Services’s Wells Fargo WFC Stock Holding History

Howard Financial Services’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 		$491K Buy
6,135
+592
+11% +$51.2K 0.05% 131
2026
Q2 		$458K Sell
5,543
-923
-14% -$74.2K 0.05% 142
2026
Q1 		$515K Buy
6,466
+2,978
+85% +$256K 0.06% 129
2025
Q4 		$325K Buy
3,488
+645
+23% +$56K 0.04% 149
2025
Q3 		$238K Buy
2,843
+181
+7% +$14.7K 0.03% 166
2025
Q2 		$213K Sell
2,662
-190
-7% -$13.7K 0.03% 168
2025
Q1 		$205K Buy
+2,852
New +$214K 0.03% 174
2020
Q1 		– Sell
-3,935
Closed -$212K – 133
2019
Q4 		$212K Buy
+3,935
New +$206K 0.13% 91
2019
Q2 		– Sell
-4,204
Closed -$203K – 118
2019
Q1 		$203K Buy
+4,204
New +$207K 0.14% 88

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Howard Financial Services's WFC Position: Q3 2026 in Review

Howard Financial Services increased its Wells Fargo (WFC) stake by 11% in Q3 2026, buying an estimated $51.2K and bringing the position to 6,135 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #131.

Howard Financial Services first reported a position in WFC in Q1 2019 and has held it in 9 quarters since. The position peaked at $515K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Howard Financial Services held 6,135 shares of Wells Fargo worth $491K as of Q3 2026.
  • Howard Financial Services bought 592 Wells Fargo shares in Q3 2026, an estimated $51.2K.
  • Wells Fargo made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #131 holding.
  • Howard Financial Services first reported a position in Wells Fargo in Q1 2019 and has held it in 9 quarters since.
  • Howard Financial Services's Wells Fargo position peaked at $515K in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.