Quaker Wealth Management
WFC icon

Quaker Wealth Management’s Wells Fargo WFC Stock Holding History

Quaker Wealth 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 		$43.8K Buy
547
+1
+0.2% +$87 0.01% 180
2026
Q2 		$45.1K Buy
546
+12
+2% +$964 0.01% 176
2026
Q1 		$42.5K Sell
534
-4
-0.7% -$344 0.01% 180
2025
Q4 		$50.1K Buy
538
+6
+1% +$521 0.02% 165
2025
Q3 		$44.6K Hold
532
– – 0.01% 175
2025
Q2 		$42.6K Buy
+532
New +$38.4K 0.01% 171

Other funds holding WFC

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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

Quaker Wealth Management's WFC Position: Q3 2026 in Review

Quaker Wealth Management increased its Wells Fargo (WFC) stake by 0.18% in Q3 2026, buying an estimated $87 and bringing the position to 547 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #180.

Quaker Wealth Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $50.1K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Quaker Wealth Management held 547 shares of Wells Fargo worth $43.8K as of Q3 2026.
  • Quaker Wealth Management bought 1 Wells Fargo share in Q3 2026, an estimated $87.
  • Wells Fargo made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Quaker Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Wells Fargo position peaked at $50.1K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.