Phillips Financial Management
WFC icon

Phillips Financial Management’s Wells Fargo WFC Stock Holding History

Phillips Financial Management’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 		$260K Buy
3,251
+367
+13% +$31.7K 0.02% 177
2026
Q2 		$238K Buy
+2,884
New +$232K 0.02% 185
2026
Q1 		– Sell
-2,516
Closed -$234K – 314
2025
Q4 		$234K Buy
+2,516
New +$218K 0.02% 189

Other funds holding WFC

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New York State Teachers Retirement System (NYSTRS)
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Temasek Holdings
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Phillips Financial Management's WFC Position: Q3 2026 in Review

Phillips Financial Management increased its Wells Fargo (WFC) stake by 13% in Q3 2026, buying an estimated $31.7K and bringing the position to 3,251 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #177.

Phillips Financial Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 1,027 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Phillips Financial Management held 3,251 shares of Wells Fargo worth $260K as of Q3 2026.
  • Phillips Financial Management bought 367 Wells Fargo shares in Q3 2026, an estimated $31.7K.
  • Wells Fargo made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #177 holding.
  • Phillips Financial Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.