STAR Financial Bank’s Wells Fargo WFC Stock Holding History

STAR Financial Bank’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	$637K	Buy	8,007 +3,468	+76%	+$298K	0.3%	44
2025 Q4	$423K	Sell	4,539 -1,910	-30%	-$166K	0.22%	68
2025 Q3	$541K	Sell	6,449 -709	-10%	-$57.5K	0.32%	62
2025 Q2	$573K	Sell	7,158 -328	-4%	-$23.6K	0.36%	59
2025 Q1	$537K	Hold	7,486	–	–	0.39%	59
2024 Q4	$526K	Sell	7,486 -353	-5%	-$24.1K	0.38%	57
2024 Q3	$443K	Hold	7,839	–	–	0.3%	71
2024 Q2	$466K	Sell	7,839 -418	-5%	-$24.7K	0.36%	67
2024 Q1	$479K	Hold	8,257	–	–	0.41%	60
2023 Q4	$406K	Hold	8,257	–	–	0.37%	66
2023 Q3	$337K	Buy	8,257 +800	+11%	+$34.5K	0.35%	70
2023 Q2	$318K	Hold	7,457	–	–	0.3%	75
2023 Q1	$279K	Hold	7,457	–	–	0.27%	77
2022 Q4	$308K	Buy	+7,457	New	+$330K	0.31%	72

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

STAR Financial Bank's WFC Position: Q1 2026 in Review

STAR Financial Bank increased its Wells Fargo (WFC) stake by 76% in Q1 2026, buying an estimated $298K and bringing the position to 8,007 shares worth $637K. The position accounts for 0.3% of the portfolio, ranked #44.

STAR Financial Bank first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

STAR Financial Bank held 8,007 shares of Wells Fargo worth $637K as of Q1 2026.
STAR Financial Bank bought 3,468 Wells Fargo shares in Q1 2026, an estimated $298K.
Wells Fargo made up 0.3% of STAR Financial Bank's portfolio in Q1 2026, its #44 holding.
STAR Financial Bank first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.