Stiles Financial Services
WFC icon

Stiles Financial Services’s Wells Fargo WFC Stock Holding History

Stiles Financial Services’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
Q3 		$472K Buy
5,893
+62
+1% +$5.36K 0.12% 126
2026
Q2 		$482K Buy
5,831
+33
+0.6% +$2.65K 0.12% 124
2026
Q1 		$462K Buy
5,798
+32
+0.6% +$2.75K 0.14% 122
2025
Q4 		$537K Sell
5,766
-55
-0.9% -$4.78K 0.17% 118
2025
Q3 		$488K Sell
5,821
-144
-2% -$11.7K 0.15% 120
2025
Q2 		$478K Buy
5,965
+32
+0.5% +$2.31K 0.17% 118
2025
Q1 		$426K Buy
5,933
+29
+0.5% +$2.18K 0.16% 120
2024
Q4 		$415K Sell
5,904
-121
-2% -$8.26K 0.15% 127
2024
Q3 		$340K Buy
6,025
+39
+0.7% +$2.21K 0.12% 138
2024
Q2 		$356K Sell
5,986
-567
-9% -$33.5K 0.14% 128
2024
Q1 		$380K Buy
6,553
+92
+1% +$4.81K 0.15% 123
2023
Q4 		$318K Buy
6,461
+44
+0.7% +$1.9K 0.14% 127
2023
Q3 		$262K Buy
6,417
+45
+0.7% +$1.94K 0.14% 139
2023
Q2 		$272K Buy
+6,372
New +$256K 0.14% 153
2022
Q3 		– Sell
-8,745
Closed -$343K – 187
2022
Q2 		$343K Buy
+8,745
New +$384K 0.21% 117

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Stiles Financial Services's WFC Position: Q3 2026 in Review

Stiles Financial Services increased its Wells Fargo (WFC) stake by 1.1% in Q3 2026, buying an estimated $5.36K and bringing the position to 5,893 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #126.

Stiles Financial Services first reported a position in WFC in Q2 2022 and has held it in 15 quarters since. The position peaked at $537K in Q4 2025. 1,695 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Stiles Financial Services held 5,893 shares of Wells Fargo worth $472K as of Q3 2026.
  • Stiles Financial Services bought 62 Wells Fargo shares in Q3 2026, an estimated $5.36K.
  • Wells Fargo made up 0.12% of Stiles Financial Services's portfolio in Q3 2026, its #126 holding.
  • Stiles Financial Services first reported a position in Wells Fargo in Q2 2022 and has held it in 15 quarters since.
  • Stiles Financial Services's Wells Fargo position peaked at $537K in Q4 2025.
  • 1,695 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.