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Steward Financial Group’s Wells Fargo WFC Stock Holding History

Steward 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
2023
Q3 		$59K Buy
1,444
+81
+6% +$3.5K 0.02% 135
2023
Q2 		$58K Buy
+1,363
New +$54.9K 0.02% 130
2022
Q3 		– Sell
-1,113
Closed -$43K – 1319
2022
Q2 		$43K Buy
1,113
+5
+0.5% +$219 0.04% 104
2022
Q1 		$53K Buy
+1,108
New +$59.3K 0.05% 82

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's WFC Position: Q3 2023 in Review

Steward Financial Group increased its Wells Fargo (WFC) stake by 5.9% in Q3 2023, buying an estimated $3.5K and bringing the position to 1,444 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #135.

Steward Financial Group first reported a position in WFC in Q1 2022 and has held it in 4 quarters since. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Steward Financial Group held 1,444 shares of Wells Fargo worth $59K as of Q3 2023.
  • Steward Financial Group bought 81 Wells Fargo shares in Q3 2023, an estimated $3.5K.
  • Wells Fargo made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #135 holding.
  • Steward Financial Group first reported a position in Wells Fargo in Q1 2022 and has held it in 4 quarters since.
  • 1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.