Pacific Center for Financial Services’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
Q1 | $863K | Sell |
10,845
-830
| -7% | -$71.3K | 0.22% | 41 |
|
|
2025
Q4 | $979K | Hold |
11,675
| – | – | 0.25% | 36 |
|
|
2025
Q3 | $979K | Sell |
11,675
-2,346
| -17% | -$190K | 0.25% | 36 |
|
|
2025
Q2 | $1.12M | Sell |
14,021
-389
| -3% | -$28K | 0.3% | 29 |
|
|
2025
Q1 | $1.03M | Sell |
14,410
-605
| -4% | -$45.4K | 0.27% | 30 |
|
|
2024
Q4 | $1.05M | Sell |
15,015
-39
| -0.3% | -$2.66K | 0.27% | 30 |
|
|
2024
Q3 | $850K | Sell |
15,054
-47
| -0.3% | -$2.66K | 0.22% | 39 |
|
|
2024
Q2 | $897K | Buy |
15,101
+6
| +0% | +$354 | 0.25% | 32 |
|
|
2024
Q1 | $875K | Sell |
15,095
-6,726
| -31% | -$352K | 0.25% | 32 |
|
|
2023
Q4 | $1.07M | Sell |
21,821
-11
| -0.1% | -$475 | 0.34% | 25 |
|
|
2023
Q3 | $892K | Sell |
21,832
-1,275
| -6% | -$55K | 0.3% | 27 |
|
|
2023
Q2 | $986K | Sell |
23,107
-253
| -1% | -$10.2K | 0.32% | 28 |
|
|
2023
Q1 | $873K | Buy |
+23,360
| New | +$1.02M | 0.3% | 27 |
|
|
2022
Q3 | $953K | Buy |
23,692
+8,232
| +53% | +$354K | 0.37% | 24 |
|
|
2022
Q2 | $606K | Buy |
15,460
+30
| +0.2% | +$1.32K | 0.25% | 29 |
|
|
2022
Q1 | $748K | Sell |
15,430
-590
| -4% | -$31.6K | 0.27% | 30 |
|
|
2021
Q4 | $769K | Buy |
16,020
+45
| +0.3% | +$2.21K | 0.31% | 29 |
|
|
2021
Q3 | $741K | Buy |
15,975
+838
| +6% | +$38.8K | 0.32% | 27 |
|
|
2021
Q2 | $686K | Sell |
15,137
-216
| -1% | -$9.64K | 0.3% | 31 |
|
|
2021
Q1 | $600K | Sell |
15,353
-3,389
| -18% | -$120K | 0.29% | 32 |
|
|
2020
Q4 | $566K | Sell |
18,742
-18
| -0.1% | -$466 | 0.21% | 32 |
|
|
2020
Q3 | $441K | Sell |
18,760
-13
| -0.1% | -$320 | 0.18% | 34 |
|
|
2020
Q2 | $481K | Buy |
18,773
+6,831
| +57% | +$187K | 0.24% | 31 |
|
|
2020
Q1 | $343K | Buy |
11,942
+4,950
| +71% | +$210K | 0.22% | 32 |
|
|
2019
Q4 | $376K | Buy |
6,992
+944
| +16% | +$49.4K | 0.17% | 36 |
|
|
2019
Q3 | $305K | Buy |
6,048
+3
| +0% | +$141 | 0.15% | 37 |
|
|
2019
Q2 | $286K | Buy |
6,045
+822
| +16% | +$38.4K | 0.15% | 36 |
|
|
2019
Q1 | $252K | Buy |
5,223
+348
| +7% | +$17.1K | 0.14% | 40 |
|
|
2018
Q4 | $225K | Sell |
4,875
-184
| -4% | -$9.42K | 0.12% | 41 |
|
|
2018
Q3 | $266K | Buy |
5,059
+2
| +0% | +$114 | 0.13% | 39 |
|
|
2018
Q2 | $280K | Buy |
5,057
+1
| +0% | +$54 | 0.16% | 34 |
|
|
2018
Q1 | $265K | Buy |
5,056
+2
| +0% | +$119 | 0.16% | 36 |
|
|
2017
Q4 | $307K | Buy |
5,054
+2
| +0% | +$113 | 0.19% | 34 |
|
|
2017
Q3 | $279K | Buy |
5,052
+2
| +0% | +$106 | 0.18% | 37 |
|
|
2017
Q2 | $280K | Buy |
5,050
+779
| +18% | +$41.7K | 0.19% | 37 |
|
|
2017
Q1 | $238K | Sell |
4,271
-276
| -6% | -$15.7K | 0.17% | 39 |
|
|
2016
Q4 | $251K | Buy |
+4,547
| New | +$229K | 0.19% | 41 |
|
Other funds holding WFC
VCM
VPM
Pacific Center for Financial Services's WFC Position: Q1 2026 in Review
Pacific Center for Financial Services reduced its Wells Fargo (WFC) stake by 7.1% in Q1 2026, selling an estimated $71.3K and leaving 10,845 shares worth $863K. The position accounts for 0.22% of the portfolio, ranked #41.
Pacific Center for Financial Services first reported a position in WFC in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.12M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Pacific Center for Financial Services held 10,845 shares of Wells Fargo worth $863K as of Q1 2026.
- Pacific Center for Financial Services sold 830 Wells Fargo shares in Q1 2026, an estimated $71.3K.
- Wells Fargo made up 0.22% of Pacific Center for Financial Services's portfolio in Q1 2026, its #41 holding.
- Pacific Center for Financial Services first reported a position in Wells Fargo in Q4 2016 and has held it in 37 quarters since.
- Pacific Center for Financial Services's Wells Fargo position peaked at $1.12M in Q2 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.