IMG Wealth Management
WFC icon

IMG Wealth Management’s Wells Fargo WFC Stock Holding History

IMG Wealth Management’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 		$19.1K Buy
239
+17
+8% +$1.47K 0.01% 257
2026
Q2 		$18.3K Buy
+222
New +$17.8K 0.01% 253
2026
Q1 		– Sell
-1,124
Closed -$105K – 622
2025
Q4 		$105K Buy
1,124
+184
+20% +$16K 0.07% 130
2025
Q3 		$78.8K Hold
940
– – 0.05% 133
2025
Q2 		$75.3K Buy
+940
New +$67.8K 0.06% 132

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

IMG Wealth Management's WFC Position: Q3 2026 in Review

IMG Wealth Management increased its Wells Fargo (WFC) stake by 7.7% in Q3 2026, buying an estimated $1.47K and bringing the position to 239 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #257.

IMG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $105K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • IMG Wealth Management held 239 shares of Wells Fargo worth $19.1K as of Q3 2026.
  • IMG Wealth Management bought 17 Wells Fargo shares in Q3 2026, an estimated $1.47K.
  • Wells Fargo made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #257 holding.
  • IMG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Wells Fargo position peaked at $105K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.