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Sunbelt Securities’s Wells Fargo WFC Stock Holding History

Sunbelt Securities’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 		$2.11M Sell
26,478
-1,518
-5% -$130K 0.13% 135
2025
Q4 		$2.61M Buy
27,996
+1,027
+4% +$89.2K 0.17% 105
2025
Q3 		$2.26M Buy
26,969
+3,554
+15% +$288K 0.16% 118
2025
Q2 		$1.64M Buy
23,415
+2,817
+14% +$203K 0.15% 133
2025
Q1 		$1.48M Sell
20,598
-2,817
-12% -$211K 0.13% 132
2024
Q4 		$1.65M Sell
23,415
-415
-2% -$28.3K 0.15% 133
2024
Q3 		$1.35M Buy
23,830
+1,027
+5% +$58.1K 0.13% 160
2024
Q2 		$1.35M Buy
22,803
+108
+0.5% +$6.38K 0.14% 146
2024
Q1 		$1.32M Sell
22,695
-763
-3% -$39.9K 0.15% 146
2023
Q4 		$1.15M Buy
23,458
+578
+3% +$24.9K 0.15% 159
2023
Q3 		$935K Buy
22,880
+39
+0.2% +$1.68K 0.13% 174
2023
Q2 		$975K Buy
22,841
+127
+0.6% +$5.11K 0.14% 160
2023
Q1 		$849K Sell
22,714
-850
-4% -$37K 0.14% 164
2022
Q4 		$973K Sell
23,564
-1,623
-6% -$71.8K 0.19% 137
2022
Q3 		$1.01M Buy
25,187
+637
+3% +$27.4K 0.21% 124
2022
Q2 		$962K Sell
24,550
-82
-0.3% -$3.6K 0.2% 125
2022
Q1 		$1.23M Sell
24,632
-5,333
-18% -$285K 0.23% 117
2021
Q4 		$1.76M Sell
29,965
-6,949
-19% -$342K 0.29% 87
2021
Q3 		$1.64M Hold
36,914
– – 0.29% 90
2021
Q2 		$1.64M Sell
36,914
-45,372
-55% -$2.03M 0.29% 90
2021
Q1 		$3.21M Sell
82,286
-26,959
-25% -$954K 0.63% 42
2020
Q4 		$3.3M Buy
109,245
+23,876
+28% +$618K 0.68% 37
2020
Q3 		$2.01M Buy
85,369
+8,448
+11% +$208K 0.56% 43
2020
Q2 		$1.97M Buy
76,921
+3,447
+5% +$94.3K 0.68% 34
2020
Q1 		$2.12M Sell
73,474
-75,627
-51% -$3.21M 0.09% 92
2019
Q4 		$8.02M Buy
149,101
+21,135
+17% +$1.11M 0.84% 22
2019
Q3 		$6.46M Buy
127,966
+105,082
+459% +$4.95M 0.72% 27
2019
Q2 		$1.08M Buy
22,884
+437
+2% +$20.4K 0.47% 60
2019
Q1 		$1.08M Sell
22,447
-6,291
-22% -$309K 0.54% 54
2018
Q4 		$1.32M Buy
28,738
+7,859
+38% +$403K 0.77% 37
2018
Q3 		$1.1M Buy
20,879
+36
+0.2% +$2.06K 0.59% 51
2018
Q2 		$1.16M Buy
20,843
+2,232
+12% +$120K 0.69% 41
2018
Q1 		$975K Buy
18,611
+242
+1% +$14.4K 0.89% 24
2017
Q4 		$1.11M Sell
18,369
-18,901
-51% -$1.07M 1.08% 20
2017
Q3 		$2.06M Buy
37,270
+1,219
+3% +$64.8K 2.16% 6
2017
Q2 		$2M Sell
36,051
-11,902
-25% -$638K 3.75% 6
2017
Q1 		$2.67M Sell
47,953
-19,904
-29% -$1.13M 4.01% 6
2016
Q4 		$3.74M Sell
67,857
-37,334
-35% -$1.88M 5.68% 4
2016
Q3 		$4.66M Sell
105,191
-437
-0.4% -$20.9K 5.62% 3
2016
Q2 		$5M Buy
105,628
+4,301
+4% +$210K 6.53% 3
2016
Q1 		$4.9M Buy
101,327
+5,990
+6% +$293K 7.13% 2
2015
Q4 		$5.18M Sell
95,337
-445
-0.5% -$24.2K 7.29% 2
2015
Q3 		$4.92M Buy
95,782
+6,427
+7% +$353K 6.68% 2
2015
Q2 		$5.03M Buy
89,355
+1,560
+2% +$87K 6.92% 2
2015
Q1 		$4.78M Sell
87,795
-4,870
-5% -$263K 7.09% 2
2014
Q4 		$5.08M Buy
+92,665
New +$4.91M 6.67% 4

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's WFC Position: Q1 2026 in Review

Sunbelt Securities reduced its Wells Fargo (WFC) stake by 5.4% in Q1 2026, selling an estimated $130K and leaving 26,478 shares worth $2.11M. The position accounts for 0.13% of the portfolio, ranked #135.

Sunbelt Securities first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.02M in Q4 2019. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sunbelt Securities held 26,478 shares of Wells Fargo worth $2.11M as of Q1 2026.
  • Sunbelt Securities sold 1,518 Wells Fargo shares in Q1 2026, an estimated $130K.
  • Wells Fargo made up 0.13% of Sunbelt Securities's portfolio in Q1 2026, its #135 holding.
  • Sunbelt Securities first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's Wells Fargo position peaked at $8.02M in Q4 2019.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.