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Larson Financial Group’s Wells Fargo WFC Stock Holding History

Larson 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's WFC Position: Q1 2026 in Review

Larson Financial Group increased its Wells Fargo (WFC) stake by 27% in Q1 2026, buying an estimated $311K and bringing the position to 16,925 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #284.

Larson Financial Group first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Larson Financial Group held 16,925 shares of Wells Fargo worth $1.35M as of Q1 2026.
  • Larson Financial Group bought 3,626 Wells Fargo shares in Q1 2026, an estimated $311K.
  • Wells Fargo made up 0.04% of Larson Financial Group's portfolio in Q1 2026, its #284 holding.
  • Larson Financial Group first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.