StoneRidge PMG Advisors, LLC’s Wells Fargo WFC Stock Holding History

StoneRidge PMG Advisors, LLC’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	$891K	Buy	+11,136	New	+$963K	0.63%	32

Other funds holding WFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's WFC Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in Wells Fargo (WFC) in Q3 2026: 11,136 shares worth $891K. The stake represents 0.63% of the portfolio and ranks #32 among its holdings.

1,518 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

StoneRidge PMG Advisors, LLC held 11,136 shares of Wells Fargo worth $891K as of Q3 2026.
Wells Fargo was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
Wells Fargo made up 0.63% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #32 holding.
1,518 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.