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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's WFC Position: Q2 2026 in Review

Independent Financial Group reduced its Wells Fargo (WFC) stake by 14% in Q2 2026, selling an estimated $317K and leaving 24,711 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #445.

Independent Financial Group first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.81M in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Independent Financial Group held 24,711 shares of Wells Fargo worth $2.04M as of Q2 2026.
  • Independent Financial Group sold 3,948 Wells Fargo shares in Q2 2026, an estimated $317K.
  • Wells Fargo made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #445 holding.
  • Independent Financial Group first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Wells Fargo position peaked at $2.81M in Q4 2025.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.