PSFG
WFC icon

Park Square Financial Group’s Wells Fargo WFC Stock Holding History

Park Square 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 		$7.01K Sell
88
-371
-81% -$31.9K 0.05% 127
2025
Q4 		$32.2K Buy
459
+158
+52% +$13.7K 0.19% 53
2025
Q3 		$25.2K Sell
301
-2,430
-89% -$197K 0.11% 72
2025
Q2 		$219K Sell
2,731
-36
-1% -$2.6K 0.16% 99
2025
Q1 		$199K Sell
2,767
-27
-1% -$2.03K 0.16% 84
2024
Q4 		$196K Buy
+2,794
New +$191K 0.14% 92

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

Park Square Financial Group's WFC Position: Q1 2026 in Review

Park Square Financial Group reduced its Wells Fargo (WFC) stake by 81% in Q1 2026, selling an estimated $31.9K and leaving 88 shares worth $7.01K. The position accounts for 0.05% of the portfolio, ranked #127.

Park Square Financial Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $219K in Q2 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Park Square Financial Group held 88 shares of Wells Fargo worth $7.01K as of Q1 2026.
  • Park Square Financial Group sold 371 Wells Fargo shares in Q1 2026, an estimated $31.9K.
  • Wells Fargo made up 0.05% of Park Square Financial Group's portfolio in Q1 2026, its #127 holding.
  • Park Square Financial Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Wells Fargo position peaked at $219K in Q2 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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