Security Financial Services’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Buy
2,594
+51
+2% +$4.1K 0.03% 198
2026
Q1
$202K Buy
2,543
+148
+6% +$12.7K 0.03% 200
2025
Q4
$223K Buy
+2,395
New +$208K 0.04% 208

Other funds holding WFC

Security Financial Services's WFC Position: Q2 2026 in Review

Security Financial Services increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $4.1K and bringing the position to 2,594 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #198.

Security Financial Services first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Security Financial Services held 2,594 shares of Wells Fargo worth $214K as of Q2 2026.
  • Security Financial Services bought 51 Wells Fargo shares in Q2 2026, an estimated $4.1K.
  • Wells Fargo made up 0.03% of Security Financial Services's portfolio in Q2 2026, its #198 holding.
  • Security Financial Services first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Security Financial Services's Wells Fargo position peaked at $223K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.