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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

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunburst Financial Group's WFC Position: Q1 2026 in Review

Sunburst Financial Group sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,886 shares — an estimated $269K sold.

Sunburst Financial Group first reported a position in WFC in Q4 2019 and held it in 7 quarters. The position peaked at $279K in Q4 2019. 2,822 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sunburst Financial Group reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Sunburst Financial Group sold 2,886 Wells Fargo shares in Q1 2026, an estimated $269K.
  • Sunburst Financial Group first reported a position in Wells Fargo in Q4 2019 and held it in 7 quarters.
  • Sunburst Financial Group's Wells Fargo position peaked at $279K in Q4 2019.
  • 2,822 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sunburst Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.