Merit Financial Group
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Merit Financial Group’s Wells Fargo WFC Stock Holding History

Merit 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
Q3 		$11.8M Buy
147,700
+10,670
+8% +$923K 0.07% 243
2026
Q2 		$11.3M Sell
137,030
-31,696
-19% -$2.55M 0.07% 236
2026
Q1 		$13.4M Buy
168,726
+253
+0.2% +$21.7K 0.1% 187
2025
Q4 		$15.7M Buy
168,473
+11,116
+7% +$965K 0.13% 138
2025
Q3 		$13.2M Buy
157,357
+6,399
+4% +$519K 0.12% 139
2025
Q2 		$12.1M Buy
150,958
+45,483
+43% +$3.28M 0.13% 118
2025
Q1 		$7.57M Buy
105,475
+9,552
+10% +$717K 0.11% 147
2024
Q4 		$6.74M Buy
95,923
+8,311
+9% +$567K 0.12% 153
2024
Q3 		$4.95M Buy
87,612
+4,161
+5% +$235K 0.11% 145
2024
Q2 		$4.96M Buy
83,451
+2,891
+4% +$171K 0.11% 146
2024
Q1 		$4.83M Buy
80,560
+35,716
+80% +$1.87M 0.12% 144
2023
Q4 		$2.21M Sell
44,844
-28,397
-39% -$1.23M 0.07% 187
2023
Q3 		$2.99M Buy
73,241
+4,477
+7% +$193K 0.1% 160
2023
Q2 		$2.93M Buy
68,764
+3,130
+5% +$126K 0.1% 166
2023
Q1 		$2.45M Sell
65,634
-6,586
-9% -$287K 0.09% 178
2022
Q4 		$2.98M Buy
72,220
+31,262
+76% +$1.38M 0.11% 141
2022
Q3 		$1.65M Sell
40,958
-27,215
-40% -$1.17M 0.07% 181
2022
Q2 		$2.67M Buy
68,173
+63,047
+1,230% +$2.77M 0.08% 154
2022
Q1 		$248K Buy
+5,126
New +$274K 0.02% 328

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Merit Financial Group's WFC Position: Q3 2026 in Review

Merit Financial Group increased its Wells Fargo (WFC) stake by 7.8% in Q3 2026, buying an estimated $923K and bringing the position to 147,700 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #243.

Merit Financial Group first reported a position in WFC in Q1 2022 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2025. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Merit Financial Group held 147,700 shares of Wells Fargo worth $11.8M as of Q3 2026.
  • Merit Financial Group bought 10,670 Wells Fargo shares in Q3 2026, an estimated $923K.
  • Wells Fargo made up 0.07% of Merit Financial Group's portfolio in Q3 2026, its #243 holding.
  • Merit Financial Group first reported a position in Wells Fargo in Q1 2022 and has held it in 19 quarters since.
  • Merit Financial Group's Wells Fargo position peaked at $15.7M in Q4 2025.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.