Sterling Group Wealth Management’s Wells Fargo WFC Stock Holding History

Sterling Group Wealth Management’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	$299K	Buy	+3,751	New	+$322K	0.14%	44

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

Sterling Group Wealth Management's WFC Position: Q1 2026 in Review

Sterling Group Wealth Management opened a new position in Wells Fargo (WFC) in Q1 2026: 3,751 shares worth $299K. The stake represents 0.14% of the portfolio and ranks #44 among its holdings.

2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sterling Group Wealth Management held 3,751 shares of Wells Fargo worth $299K as of Q1 2026.
Wells Fargo was a new Sterling Group Wealth Management position in Q1 2026.
Wells Fargo made up 0.14% of Sterling Group Wealth Management's portfolio in Q1 2026, its #44 holding.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.