Sentry LLC’s Wells Fargo WFC Stock Holding History

Sentry LLC’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	$1.27M	Hold	15,972	–	–	0.4%	31
2025 Q4	$1.49M	Sell	15,972 -2,091	-12%	-$182K	0.41%	30
2025 Q3	$1.51M	Sell	18,063 -74	-0.4%	-$6K	0.38%	30
2025 Q2	$1.45M	Sell	18,137 -278	-2%	-$20K	0.29%	31
2025 Q1	$1.32M	Sell	18,415 -107	-0.6%	-$8.03K	0.26%	32
2024 Q4	$1.3M	Sell	18,522 -108	-0.6%	-$7.37K	0.25%	30
2024 Q3	$1.05M	Sell	18,630 -60	-0.3%	-$3.39K	0.2%	41
2024 Q2	$1.11M	Sell	18,690 -94	-0.5%	-$5.55K	0.2%	32
2024 Q1	$1.09M	Hold	18,784	–	–	0.21%	37
2023 Q4	$925K	Sell	18,784 -200	-1%	-$8.63K	0.2%	41
2023 Q3	$776K	Sell	18,984 -450	-2%	-$19.4K	0.16%	45
2023 Q2	$829K	Sell	19,434 -250	-1%	-$10.1K	0.18%	46
2023 Q1	$736K	Buy	+19,684	New	+$858K	0.17%	49

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

Sentry LLC's WFC Position: Q1 2026 in Review

Sentry LLC held its Wells Fargo (WFC) position steady in Q1 2026 at 15,972 shares worth $1.27M. The position accounts for 0.4% of the portfolio, ranked #31.

Sentry LLC first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sentry LLC held 15,972 shares of Wells Fargo worth $1.27M as of Q1 2026.
Sentry LLC left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.4% of Sentry LLC's portfolio in Q1 2026, its #31 holding.
Sentry LLC first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Sentry LLC's Wells Fargo position peaked at $1.51M in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.