Seamount Financial Group
WFC icon

Seamount Financial Group’s Wells Fargo WFC Stock Holding History

Seamount 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 		$537K Buy
6,703
+521
+8% +$45.1K 0.21% 91
2026
Q2 		$511K Buy
6,182
+249
+4% +$20K 0.21% 92
2026
Q1 		$472K Buy
5,933
+808
+16% +$69.4K 0.21% 92
2025
Q4 		$478K Buy
5,125
+37
+0.7% +$3.21K 0.22% 89
2025
Q3 		$426K Buy
+5,088
New +$413K 0.2% 94

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Seamount Financial Group's WFC Position: Q3 2026 in Review

Seamount Financial Group increased its Wells Fargo (WFC) stake by 8.4% in Q3 2026, buying an estimated $45.1K and bringing the position to 6,703 shares worth $537K. The position accounts for 0.21% of the portfolio, ranked #91.

Seamount Financial Group first reported a position in WFC in Q3 2025 and has held it in 5 quarters since. 939 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Seamount Financial Group held 6,703 shares of Wells Fargo worth $537K as of Q3 2026.
  • Seamount Financial Group bought 521 Wells Fargo shares in Q3 2026, an estimated $45.1K.
  • Wells Fargo made up 0.21% of Seamount Financial Group's portfolio in Q3 2026, its #91 holding.
  • Seamount Financial Group first reported a position in Wells Fargo in Q3 2025 and has held it in 5 quarters since.
  • 939 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.