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Independent Financial Group’s Wells Fargo WFC Stock Holding History

Independent Financial 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
Q3 		$1.89M Sell
23,652
-1,059
-4% -$91.6K 0.03% 475
2026
Q2 		$2.04M Sell
24,711
-3,948
-14% -$317K 0.04% 445
2026
Q1 		$2.28M Sell
28,659
-1,443
-5% -$124K 0.05% 370
2025
Q4 		$2.81M Sell
30,102
-71
-0.2% -$6.16K 0.06% 303
2025
Q3 		$2.53M Buy
30,173
+6,693
+29% +$543K 0.06% 314
2025
Q2 		$1.88M Sell
23,480
-3,263
-12% -$235K 0.05% 356
2025
Q1 		$1.92M Sell
26,743
-4,252
-14% -$319K 0.07% 293
2024
Q4 		$2.18M Buy
30,995
+12,522
+68% +$855K 0.07% 273
2024
Q3 		$1.04M Sell
18,473
-7,123
-28% -$403K 0.04% 436
2024
Q2 		$1.52M Buy
25,596
+4,061
+19% +$240K 0.06% 292
2024
Q1 		$1.25M Sell
21,535
-1,262
-6% -$66K 0.06% 323
2023
Q4 		$1.12M Buy
22,797
+1,979
+10% +$85.4K 0.06% 330
2023
Q3 		$851K Buy
20,818
+2,144
+11% +$92.6K 0.06% 355
2023
Q2 		$797K Sell
18,674
-5,534
-23% -$223K 0.06% 367
2023
Q1 		$905K Buy
24,208
+1,021
+4% +$44.5K 0.07% 297
2022
Q4 		$957K Buy
23,187
+1,247
+6% +$55.2K 0.08% 249
2022
Q3 		$882K Buy
21,940
+563
+3% +$24.2K 0.08% 247
2022
Q2 		$837K Sell
21,377
-655
-3% -$28.7K 0.09% 261
2022
Q1 		$1.07M Sell
22,032
-12,067
-35% -$646K 0.09% 236
2021
Q4 		$1.64M Buy
34,099
+3,329
+11% +$164K 0.14% 153
2021
Q3 		$1.43M Sell
30,770
-4,083
-12% -$189K 0.15% 143
2021
Q2 		$1.58M Sell
34,853
-9,594
-22% -$428K 0.17% 136
2021
Q1 		$1.74M Sell
44,447
-8,577
-16% -$304K 0.22% 112
2020
Q4 		$1.6M Buy
53,024
+5,683
+12% +$147K 0.24% 101
2020
Q3 		$1.11M Sell
47,341
-1,340
-3% -$33K 0.21% 122
2020
Q2 		$1.25M Buy
48,681
+38,987
+402% +$1.07M 0.27% 88
2020
Q1 		$278K Buy
+9,694
New +$412K 0.08% 269

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Independent Financial Group's WFC Position: Q3 2026 in Review

Independent Financial Group reduced its Wells Fargo (WFC) stake by 4.3% in Q3 2026, selling an estimated $91.6K and leaving 23,652 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #475.

Independent Financial Group first reported a position in WFC in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.81M in Q4 2025. 196 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Independent Financial Group held 23,652 shares of Wells Fargo worth $1.89M as of Q3 2026.
  • Independent Financial Group sold 1,059 Wells Fargo shares in Q3 2026, an estimated $91.6K.
  • Wells Fargo made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #475 holding.
  • Independent Financial Group first reported a position in Wells Fargo in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Wells Fargo position peaked at $2.81M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.