Private Wealth Group’s Wells Fargo WFC Stock Holding History

Private Wealth 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	$346K	Sell	4,320 -194	-4%	-$16.8K	0.13%	50
2026 Q2	$373K	Hold	4,514	–	–	0.14%	52
2026 Q1	$359K	Hold	4,514	–	–	0.17%	48
2025 Q4	$421K	Buy	4,514 +108	+2%	+$9.38K	0.2%	44
2025 Q3	$369K	Sell	4,406 -84	-2%	-$6.81K	0.18%	45
2025 Q2	$360K	Buy	4,490 +320	+8%	+$23.1K	0.19%	52
2025 Q1	$299K	Buy	4,170 +58	+1%	+$4.36K	0.18%	49
2024 Q4	$289K	Hold	4,112	–	–	0.14%	58
2024 Q3	$232K	Sell	4,112 -16,000	-80%	-$905K	0.12%	59
2024 Q2	$1.19M	Hold	20,112	–	–	0.63%	28
2024 Q1	$1.17M	Hold	20,112	–	–	0.6%	29
2023 Q4	$990K	Hold	20,112	–	–	0.56%	27
2023 Q3	$822K	Hold	20,112	–	–	0.54%	30
2023 Q2	$858K	Hold	20,112	–	–	0.88%	28
2023 Q1	$752K	Hold	20,112	–	–	1.03%	30
2022 Q4	$830K	Hold	20,112	–	–	1.18%	27
2022 Q3	$809K	Sell	20,112 -1,100	-5%	-$47.3K	1.26%	24
2022 Q2	$831K	Sell	21,212 -4,400	-17%	-$193K	1.03%	24
2022 Q1	$1.24M	Buy	+25,612	New	+$1.37M	0.91%	23

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Private Wealth Group's WFC Position: Q3 2026 in Review

Private Wealth Group reduced its Wells Fargo (WFC) stake by 4.3% in Q3 2026, selling an estimated $16.8K and leaving 4,320 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #50.

Private Wealth Group first reported a position in WFC in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.24M in Q1 2022. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Private Wealth Group held 4,320 shares of Wells Fargo worth $346K as of Q3 2026.
Private Wealth Group sold 194 Wells Fargo shares in Q3 2026, an estimated $16.8K.
Wells Fargo made up 0.13% of Private Wealth Group's portfolio in Q3 2026, its #50 holding.
Private Wealth Group first reported a position in Wells Fargo in Q1 2022 and has held it in 19 quarters since.
Private Wealth Group's Wells Fargo position peaked at $1.24M in Q1 2022.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.