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Sargent Investment Group’s Wells Fargo WFC Stock Holding History

Sargent Investment 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
Q1 		$352K Buy
4,420
+160
+4% +$13.7K 0.05% 188
2025
Q4 		$397K Buy
+4,260
New +$370K 0.05% 183
2025
Q3 		– Sell
-4,220
Closed -$328K – 234
2025
Q2 		$328K Sell
4,220
-35
-0.8% -$2.52K 0.04% 184
2025
Q1 		$305K Buy
4,255
+551
+15% +$41.4K 0.05% 184
2024
Q4 		$261K Buy
+3,704
New +$253K 0.04% 201

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

Sargent Investment Group's WFC Position: Q1 2026 in Review

Sargent Investment Group increased its Wells Fargo (WFC) stake by 3.8% in Q1 2026, buying an estimated $13.7K and bringing the position to 4,420 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #188.

Sargent Investment Group first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $397K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sargent Investment Group held 4,420 shares of Wells Fargo worth $352K as of Q1 2026.
  • Sargent Investment Group bought 160 Wells Fargo shares in Q1 2026, an estimated $13.7K.
  • Wells Fargo made up 0.05% of Sargent Investment Group's portfolio in Q1 2026, its #188 holding.
  • Sargent Investment Group first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • Sargent Investment Group's Wells Fargo position peaked at $397K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.