Pine Grove Financial Group
WFC icon

Pine Grove Financial Group’s Wells Fargo WFC Stock Holding History

Pine Grove 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
Q3 		$397K Buy
4,960
+482
+11% +$41.7K 0.04% 157
2026
Q2 		$370K Sell
4,478
-350
-7% -$28.1K 0.04% 158
2026
Q1 		$384K Sell
4,828
-116
-2% -$10K 0.04% 135
2025
Q4 		$461K Buy
+4,944
New +$429K 0.06% 122

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pine Grove Financial Group's WFC Position: Q3 2026 in Review

Pine Grove Financial Group increased its Wells Fargo (WFC) stake by 11% in Q3 2026, buying an estimated $41.7K and bringing the position to 4,960 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #157.

Pine Grove Financial Group first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $461K in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Pine Grove Financial Group held 4,960 shares of Wells Fargo worth $397K as of Q3 2026.
  • Pine Grove Financial Group bought 482 Wells Fargo shares in Q3 2026, an estimated $41.7K.
  • Wells Fargo made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #157 holding.
  • Pine Grove Financial Group first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's Wells Fargo position peaked at $461K in Q4 2025.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.