Security National Bank’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
$84.1K Sell
1,018
-24
-2% -$1.93K 0.01% 206
2026
Q1
$83K Buy
1,042
+146
+16% +$12.5K 0.01% 198
2025
Q4
$83.5K Hold
896
0.01% 195
2025
Q3
$75.1K Hold
896
0.01% 207
2025
Q2
$71.8K Hold
896
0.01% 193
2025
Q1
$64.3K Hold
896
0.01% 200
2024
Q4
$62.9K Hold
896
0.01% 197
2024
Q3
$50.6K Hold
896
0.01% 198
2024
Q2
$53.2K Hold
896
0.01% 191
2024
Q1
$51.9K Hold
896
0.01% 189
2023
Q4
$44.1K Buy
+896
New +$38.7K 0.01% 204

Other funds holding WFC

Security National Bank's WFC Position: Q2 2026 in Review

Security National Bank reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $1.93K and leaving 1,018 shares worth $84.1K. The position accounts for 0.01% of the portfolio, ranked #206.

Security National Bank first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Security National Bank held 1,018 shares of Wells Fargo worth $84.1K as of Q2 2026.
  • Security National Bank sold 24 Wells Fargo shares in Q2 2026, an estimated $1.93K.
  • Wells Fargo made up 0.01% of Security National Bank's portfolio in Q2 2026, its #206 holding.
  • Security National Bank first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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