SFG
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Sunburst Financial Group’s Wells Fargo WFC Stock Holding History

Sunburst 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
Q1 		– Sell
-2,886
Closed -$269K – 140
2025
Q4 		$269K Hold
2,886
– – 0.05% 104
2025
Q3 		$242K Sell
2,886
-200
-6% -$16.2K 0.05% 106
2025
Q2 		$247K Hold
3,086
– – 0.06% 104
2025
Q1 		$222K Sell
3,086
-166
-5% -$12.5K 0.05% 106
2024
Q4 		$228K Buy
+3,252
New +$222K 0.06% 102
2024
Q3 		– Sell
-3,501
Closed -$208K – 115
2024
Q2 		$208K Buy
+3,501
New +$207K 0.06% 107
2020
Q1 		– Sell
-5,180
Closed -$279K – 68
2019
Q4 		$279K Buy
+5,180
New +$271K 0.24% 49

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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