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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
Q2 		– Sell
-88
Closed -$7.01K – 264
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Park Square Financial Group's WFC Position: Q2 2026 in Review

Park Square Financial Group sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 88 shares — an estimated $7.01K sold.

Park Square Financial Group first reported a position in WFC in Q4 2024 and held it in 6 quarters. The position peaked at $219K in Q2 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Park Square Financial Group reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 88 Wells Fargo shares in Q2 2026, an estimated $7.01K.
  • Park Square Financial Group first reported a position in Wells Fargo in Q4 2024 and held it in 6 quarters.
  • Park Square Financial Group's Wells Fargo position peaked at $219K in Q2 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.