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 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

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

Stiles Financial Services's WFC Position: Q1 2026 in Review

Stiles Financial Services increased its Wells Fargo (WFC) stake by 0.55% in Q1 2026, buying an estimated $2.75K and bringing the position to 5,798 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #122.

Stiles Financial Services first reported a position in WFC in Q2 2022 and has held it in 13 quarters since. The position peaked at $537K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Stiles Financial Services held 5,798 shares of Wells Fargo worth $462K as of Q1 2026.
Stiles Financial Services bought 32 Wells Fargo shares in Q1 2026, an estimated $2.75K.
Wells Fargo made up 0.14% of Stiles Financial Services's portfolio in Q1 2026, its #122 holding.
Stiles Financial Services first reported a position in Wells Fargo in Q2 2022 and has held it in 13 quarters since.
Stiles Financial Services's Wells Fargo position peaked at $537K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.