Northstar Financial Companies’s Wells Fargo WFC Stock Holding History

Northstar Financial Companies’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 Q2	$418K	Hold	5,058	–	–	0.28%	71
2026 Q1	$403K	Sell	5,058 -190	-4%	-$16.3K	0.32%	68
2025 Q4	$489K	Sell	5,248 -4,804	-48%	-$417K	0.39%	63
2025 Q3	$843K	Buy	10,052 +780	+8%	+$63.3K	0.78%	32
2025 Q2	$743K	Buy	9,272 +194	+2%	+$14K	0.77%	31
2025 Q1	$652K	Hold	9,078	–	–	0.71%	38
2024 Q4	$638K	Buy	+9,078	New	+$620K	0.6%	38

Other funds holding WFC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Northstar Financial Companies's WFC Position: Q2 2026 in Review

Northstar Financial Companies held its Wells Fargo (WFC) position steady in Q2 2026 at 5,058 shares worth $418K. The position accounts for 0.28% of the portfolio, ranked #71.

Northstar Financial Companies first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $843K in Q3 2025. 1,698 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Northstar Financial Companies held 5,058 shares of Wells Fargo worth $418K as of Q2 2026.
Northstar Financial Companies left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.28% of Northstar Financial Companies's portfolio in Q2 2026, its #71 holding.
Northstar Financial Companies first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Northstar Financial Companies's Wells Fargo position peaked at $843K in Q3 2025.
1,698 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.