Stonebridge Financial Group
WFC icon

Stonebridge Financial Group’s Wells Fargo WFC Stock Holding History

Stonebridge 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
2026
Q3 		$1.05M Buy
13,126
+3,797
+41% +$328K 0.13% 98
2026
Q2 		$770K Buy
+9,329
New +$750K 0.11% 132

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Stonebridge Financial Group's WFC Position: Q3 2026 in Review

Stonebridge Financial Group increased its Wells Fargo (WFC) stake by 41% in Q3 2026, buying an estimated $328K and bringing the position to 13,126 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #98.

Stonebridge Financial Group first reported a position in WFC in Q2 2026 and has held it in 2 quarters since. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Stonebridge Financial Group held 13,126 shares of Wells Fargo worth $1.05M as of Q3 2026.
  • Stonebridge Financial Group bought 3,797 Wells Fargo shares in Q3 2026, an estimated $328K.
  • Wells Fargo made up 0.13% of Stonebridge Financial Group's portfolio in Q3 2026, its #98 holding.
  • Stonebridge Financial Group first reported a position in Wells Fargo in Q2 2026 and has held it in 2 quarters since.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.