Sovereign Financial Group’s Wells Fargo WFC Stock Holding History

Sovereign 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 Q2	$244K	Sell	2,954 -97	-3%	-$7.79K	0.04%	327
2026 Q1	$243K	Buy	3,051 +57	+2%	+$4.9K	0.04%	310
2025 Q4	$279K	Buy	2,994 +291	+11%	+$25.3K	0.05%	283
2025 Q3	$227K	Sell	2,703 -257	-9%	-$20.8K	0.04%	299
2025 Q2	$237K	Buy	2,960 +51	+2%	+$3.68K	0.05%	276
2025 Q1	$209K	Sell	2,909 -82	-3%	-$6.16K	0.05%	268
2024 Q4	$210K	Buy	+2,991	New	+$204K	0.05%	271
2024 Q2	–	Sell	-3,761	Closed	-$218K	–	295
2024 Q1	$218K	Buy	+3,761	New	+$197K	0.06%	261

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sovereign Financial Group's WFC Position: Q2 2026 in Review

Sovereign Financial Group reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $7.79K and leaving 2,954 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #327.

Sovereign Financial Group first reported a position in WFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $279K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sovereign Financial Group held 2,954 shares of Wells Fargo worth $244K as of Q2 2026.
Sovereign Financial Group sold 97 Wells Fargo shares in Q2 2026, an estimated $7.79K.
Wells Fargo made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #327 holding.
Sovereign Financial Group first reported a position in Wells Fargo in Q1 2024 and has held it in 8 quarters since.
Sovereign Financial Group's Wells Fargo position peaked at $279K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.