Madrona Financial Services’s Wells Fargo WFC Stock Holding History

Madrona Financial Services’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	$313K	Buy	3,910 +18	+0.5%	+$1.56K	0.05%	116
2026 Q2	$322K	Sell	3,892 -6	-0.2%	-$482	0.06%	95
2026 Q1	$310K	Buy	3,898 +5	+0.1%	+$429	0.07%	87
2025 Q4	$363K	Buy	3,893 +31	+0.8%	+$2.69K	0.08%	82
2025 Q3	$324K	Buy	3,862 +32	+0.8%	+$2.6K	0.07%	82
2025 Q2	$307K	Buy	3,830 +212	+6%	+$15.3K	0.07%	80
2025 Q1	$260K	Sell	3,618 -50	-1%	-$3.75K	0.07%	85
2024 Q4	$258K	Buy	+3,668	New	+$250K	0.07%	90
2024 Q3	–	Sell	-3,476	Closed	-$206K	–	115
2024 Q2	$206K	Buy	3,476 +2	+0.1%	+$118	0.06%	92
2024 Q1	$201K	Buy	+3,474	New	+$182K	0.07%	93

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Madrona Financial Services's WFC Position: Q3 2026 in Review

Madrona Financial Services increased its Wells Fargo (WFC) stake by 0.46% in Q3 2026, buying an estimated $1.56K and bringing the position to 3,910 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #116.

Madrona Financial Services first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Madrona Financial Services held 3,910 shares of Wells Fargo worth $313K as of Q3 2026.
Madrona Financial Services bought 18 Wells Fargo shares in Q3 2026, an estimated $1.56K.
Wells Fargo made up 0.05% of Madrona Financial Services's portfolio in Q3 2026, its #116 holding.
Madrona Financial Services first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Madrona Financial Services's Wells Fargo position peaked at $363K in Q4 2025.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.