Security National Bank of So Dak’s Wells Fargo WFC Stock Holding History

Security National Bank of So Dak’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	$313K	Sell	3,927 -1,430	-27%	-$123K	0.15%	101
2025 Q4	$499K	Sell	5,357 -342	-6%	-$29.7K	0.25%	79
2025 Q3	$478K	Hold	5,699	–	–	0.24%	78
2025 Q2	$457K	Hold	5,699	–	–	0.25%	78
2025 Q1	$409K	Buy	5,699 +342	+6%	+$25.7K	0.23%	84
2024 Q4	$376K	Hold	5,357	–	–	0.21%	82
2024 Q3	$303K	Hold	5,357	–	–	0.17%	85
2024 Q2	$318K	Hold	5,357	–	–	0.19%	83
2024 Q1	$310K	Sell	5,357 -1,867	-26%	-$97.7K	0.19%	83
2023 Q4	$356K	Sell	7,224 -1,367	-16%	-$59K	0.23%	78
2023 Q3	$351K	Buy	8,591 +252	+3%	+$10.9K	0.26%	78
2023 Q2	$356K	Buy	+8,339	New	+$336K	0.25%	76
2022 Q4	$439K	Hold	10,623	–	–	0.32%	69
2022 Q3	$427K	Hold	10,623	–	–	0.38%	66
2022 Q2	$416K	Sell	10,623 -450	-4%	-$19.7K	0.34%	68
2022 Q1	$537K	Buy	11,073 +4,121	+59%	+$221K	0.37%	63
2021 Q4	$334K	Sell	6,952 -500	-7%	-$24.6K	0.22%	80
2021 Q3	$346K	Sell	7,452 -598	-7%	-$27.7K	0.26%	73
2021 Q2	$365K	Buy	8,050 +2,519	+46%	+$112K	0.28%	73
2021 Q1	$216K	Buy	+5,531	New	+$196K	0.18%	92
2020 Q1	–	Sell	-4,012	Closed	-$216K	–	83
2019 Q4	$216K	Hold	4,012	–	–	0.22%	79
2019 Q3	$202K	Buy	+4,012	New	+$189K	0.24%	78
2018 Q4	–	Sell	-4,316	Closed	-$227K	–	89
2018 Q3	$227K	Sell	4,316 -1,437	-25%	-$82K	0.26%	75
2018 Q2	$319K	Sell	5,753 -47	-0.8%	-$2.52K	0.37%	70
2018 Q1	$304K	Sell	5,800 -983	-14%	-$58.4K	0.35%	74
2017 Q4	$412K	Buy	6,783 +419	+7%	+$23.7K	0.45%	71
2017 Q3	$351K	Sell	6,364 -20	-0.3%	-$1.06K	0.4%	71
2017 Q2	$354K	Sell	6,384 -113	-2%	-$6.05K	0.41%	73
2017 Q1	$362K	Buy	6,497 +75	+1%	+$4.25K	0.43%	74
2016 Q4	$354K	Sell	6,422 -724	-10%	-$36.4K	0.43%	73
2016 Q3	$316K	Hold	7,146	–	–	0.41%	71
2016 Q2	$338K	Buy	7,146 +549	+8%	+$26.8K	0.46%	67
2016 Q1	$319K	Buy	6,597 +63	+1%	+$3.08K	0.45%	66
2015 Q4	$355K	Sell	6,534 -200	-3%	-$10.9K	0.5%	63
2015 Q3	$346K	Hold	6,734	–	–	0.59%	60
2015 Q2	$379K	Hold	6,734	–	–	0.62%	59
2015 Q1	$366K	Sell	6,734 -126	-2%	-$6.81K	0.58%	60
2014 Q4	$376K	Hold	6,860	–	–	0.56%	62
2014 Q3	$356K	Sell	6,860 -23	-0.3%	-$1.18K	0.59%	60
2014 Q2	$362K	Sell	6,883 -65	-0.9%	-$3.27K	0.59%	59
2014 Q1	$346K	Sell	6,948 -83	-1%	-$3.87K	0.58%	60
2013 Q4	$319K	Hold	7,031	–	–	0.54%	61
2013 Q3	$291K	Sell	7,031 -677	-9%	-$28.9K	0.54%	61
2013 Q2	$318K	Buy	+7,708	New	+$300K	0.54%	65

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Security National Bank of So Dak's WFC Position: Q1 2026 in Review

Security National Bank of So Dak reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $123K and leaving 3,927 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #101.

Security National Bank of So Dak first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $537K in Q1 2022. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Security National Bank of So Dak held 3,927 shares of Wells Fargo worth $313K as of Q1 2026.
Security National Bank of So Dak sold 1,430 Wells Fargo shares in Q1 2026, an estimated $123K.
Wells Fargo made up 0.15% of Security National Bank of So Dak's portfolio in Q1 2026, its #101 holding.
Security National Bank of So Dak first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
Security National Bank of So Dak's Wells Fargo position peaked at $537K in Q1 2022.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.