Larson Financial Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Buy |
17,189
+264
| +2% | +$21.2K | 0.04% | 303 |
|
|
2026
Q1 | $1.35M | Buy |
16,925
+3,626
| +27% | +$311K | 0.04% | 284 |
|
|
2025
Q4 | $1.24M | Buy |
13,299
+932
| +8% | +$80.9K | 0.04% | 289 |
|
|
2025
Q3 | $1.04M | Buy |
12,367
+210
| +2% | +$17K | 0.04% | 301 |
|
|
2025
Q2 | $974K | Buy |
12,157
+3,035
| +33% | +$219K | 0.04% | 297 |
|
|
2025
Q1 | $655K | Buy |
9,122
+2,314
| +34% | +$174K | 0.03% | 334 |
|
|
2024
Q4 | $478K | Buy |
6,808
+679
| +11% | +$46.4K | 0.02% | 367 |
|
|
2024
Q3 | $346K | Buy |
6,129
+1,097
| +22% | +$62K | 0.02% | 432 |
|
|
2024
Q2 | $299K | Buy |
5,032
+3,305
| +191% | +$195K | 0.02% | 362 |
|
|
2024
Q1 | $100K | Sell |
1,727
-810
| -32% | -$42.4K | 0.01% | 542 |
|
|
2023
Q4 | $125K | Sell |
2,537
-65
| -2% | -$2.81K | 0.01% | 445 |
|
|
2023
Q3 | $106K | Buy |
2,602
+142
| +6% | +$6.13K | 0.01% | 444 |
|
|
2023
Q2 | $105K | Sell |
2,460
-493
| -17% | -$19.8K | 0.01% | 417 |
|
|
2023
Q1 | $110K | Buy |
2,953
+438
| +17% | +$19.1K | 0.01% | 417 |
|
|
2022
Q4 | $104K | Sell |
2,515
-157
| -6% | -$6.95K | 0.01% | 400 |
|
|
2022
Q3 | $107K | Sell |
2,672
-109
| -4% | -$4.68K | 0.02% | 353 |
|
|
2022
Q2 | $109K | Sell |
2,781
-941
| -25% | -$41.3K | 0.02% | 249 |
|
|
2022
Q1 | $180K | Buy |
3,722
+262
| +8% | +$14K | 0.03% | 206 |
|
|
2021
Q4 | $166K | Buy |
3,460
+2,702
| +356% | +$133K | 0.03% | 210 |
|
|
2021
Q3 | $35K | Sell |
758
-607
| -44% | -$28.1K | 0.01% | 361 |
|
|
2021
Q2 | $62K | Buy |
1,365
+140
| +11% | +$6.25K | 0.01% | 244 |
|
|
2021
Q1 | $48K | Buy |
1,225
+170
| +16% | +$6.02K | 0.01% | 267 |
|
|
2020
Q4 | $32K | Sell |
1,055
-371
| -26% | -$9.61K | 0.01% | 286 |
|
|
2020
Q3 | $34K | Sell |
1,426
-5,621
| -80% | -$139K | 0.01% | 252 |
|
|
2020
Q2 | $180K | Buy |
7,047
+3,881
| +123% | +$106K | 0.09% | 103 |
|
|
2020
Q1 | $91K | Buy |
3,166
+2,216
| +233% | +$94.2K | 0.06% | 112 |
|
|
2019
Q4 | $51K | Buy |
950
+534
| +128% | +$28K | 0.03% | 154 |
|
|
2019
Q3 | $21K | Buy |
416
+3
| +0.7% | +$141 | 0.01% | 218 |
|
|
2019
Q2 | $20K | Buy |
413
+4
| +1% | +$187 | 0.01% | 188 |
|
|
2019
Q1 | $20K | Buy |
409
+3
| +0.7% | +$148 | 0.02% | 174 |
|
|
2018
Q4 | $19K | Buy |
+406
| New | +$20.8K | 0.02% | 165 |
|
Other funds holding WFC
Larson Financial Group's WFC Position: Q2 2026 in Review
Larson Financial Group increased its Wells Fargo (WFC) stake by 1.6% in Q2 2026, buying an estimated $21.2K and bringing the position to 17,189 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #303.
Larson Financial Group first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Larson Financial Group held 17,189 shares of Wells Fargo worth $1.42M as of Q2 2026.
- Larson Financial Group bought 264 Wells Fargo shares in Q2 2026, an estimated $21.2K.
- Wells Fargo made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #303 holding.
- Larson Financial Group first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.