Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Wells Fargo WFC Stock Holding History

Patrick M. Sweeney & Associates’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 		$556K Buy
6,944
+202
+3% +$17.5K 0.31% 79
2026
Q2 		$557K Buy
6,742
+102
+2% +$8.2K 0.32% 79
2026
Q1 		$529K Buy
6,640
+77
+1% +$6.61K 0.34% 74
2025
Q4 		$612K Buy
6,563
+193
+3% +$16.8K 0.38% 67
2025
Q3 		$534K Buy
6,370
+257
+4% +$20.8K 0.35% 72
2025
Q2 		$511K Buy
6,113
+556
+10% +$40.1K 0.35% 74
2025
Q1 		$399K Buy
5,557
+195
+4% +$14.6K 0.3% 84
2024
Q4 		$377K Sell
5,362
-1,065
-17% -$72.7K 0.28% 88
2024
Q3 		$363K Buy
6,427
+455
+8% +$25.7K 0.27% 96
2024
Q2 		$348K Buy
5,972
+660
+12% +$39K 0.28% 88
2024
Q1 		$308K Buy
5,312
+725
+16% +$37.9K 0.25% 96
2023
Q4 		$226K Buy
+4,587
New +$198K 0.21% 108

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Patrick M. Sweeney & Associates's WFC Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Wells Fargo (WFC) stake by 3% in Q3 2026, buying an estimated $17.5K and bringing the position to 6,944 shares worth $556K. The position accounts for 0.31% of the portfolio, ranked #79.

Patrick M. Sweeney & Associates first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $612K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Patrick M. Sweeney & Associates held 6,944 shares of Wells Fargo worth $556K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 202 Wells Fargo shares in Q3 2026, an estimated $17.5K.
  • Wells Fargo made up 0.31% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #79 holding.
  • Patrick M. Sweeney & Associates first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Wells Fargo position peaked at $612K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.