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Richardson Financial Services’s Wells Fargo WFC Stock Holding History

Richardson Financial Services’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
Q1 		$56.4K Sell
709
-397
-36% -$34.1K 0.04% 282
2025
Q4 		$103K Buy
1,106
+124
+13% +$10.8K 0.03% 225
2025
Q3 		$82.3K Buy
982
+319
+48% +$25.9K 0.05% 228
2025
Q2 		$54K Buy
663
+9
+1% +$649 0.04% 248
2025
Q1 		$46.9K Sell
654
-320
-33% -$24K 0.04% 245
2024
Q4 		$68.6K Sell
974
-21
-2% -$1.43K 0.05% 227
2024
Q3 		$59.1K Hold
995
– – 0.04% 248
2024
Q2 		$59.1K Hold
995
– – 0.04% 235
2024
Q1 		$57.7K Hold
995
– – 0.04% 240
2023
Q4 		$49K Buy
+995
New +$42.9K 0.04% 214

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richardson Financial Services's WFC Position: Q1 2026 in Review

Richardson Financial Services reduced its Wells Fargo (WFC) stake by 36% in Q1 2026, selling an estimated $34.1K and leaving 709 shares worth $56.4K. The position accounts for 0.04% of the portfolio, ranked #282.

Richardson Financial Services first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $103K in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Richardson Financial Services held 709 shares of Wells Fargo worth $56.4K as of Q1 2026.
  • Richardson Financial Services sold 397 Wells Fargo shares in Q1 2026, an estimated $34.1K.
  • Wells Fargo made up 0.04% of Richardson Financial Services's portfolio in Q1 2026, its #282 holding.
  • Richardson Financial Services first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Wells Fargo position peaked at $103K in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.