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Stonebridge Financial Group (Pennsylvania)’s Wells Fargo WFC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		$294K Sell
3,558
-2
-0.1% -$161 0.02% 225
2026
Q1 		$283K Buy
3,560
+1,149
+48% +$98.7K 0.02% 218
2025
Q4 		$225K Buy
+2,411
New +$209K 0.02% 233
2025
Q2 		– Sell
-2,360
Closed -$169K – 945
2025
Q1 		$169K Buy
2,360
+463
+24% +$34.8K 0.02% 235
2024
Q4 		$133K Buy
+1,897
New +$130K 0.01% 258

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WFC Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Wells Fargo (WFC) stake by 0.06% in Q2 2026, selling an estimated $161 and leaving 3,558 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #225.

Stonebridge Financial Group (Pennsylvania) first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. 2,460 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 3,558 shares of Wells Fargo worth $294K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 2 Wells Fargo shares in Q2 2026, an estimated $161.
  • Wells Fargo made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #225 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.