SWP Financial’s Wells Fargo WFC Stock Holding History

SWP Financial’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	$227K	Buy	2,833 +31	+1%	+$2.68K	0.1%	71
2026 Q2	$232K	Buy	2,802 +114	+4%	+$9.16K	0.11%	74
2026 Q1	$214K	Hold	2,688	–	–	0.11%	68
2025 Q4	$251K	Buy	2,688 +29	+1%	+$2.52K	0.13%	64
2025 Q3	$223K	Sell	2,659 -938	-26%	-$76.1K	0.11%	68
2025 Q2	$288K	Hold	3,597	–	–	0.16%	61
2025 Q1	$258K	Hold	3,597	–	–	0.16%	55
2024 Q4	$253K	Buy	+3,597	New	+$246K	0.15%	62

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SWP Financial's WFC Position: Q3 2026 in Review

SWP Financial increased its Wells Fargo (WFC) stake by 1.1% in Q3 2026, buying an estimated $2.68K and bringing the position to 2,833 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #71.

SWP Financial first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $288K in Q2 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

SWP Financial held 2,833 shares of Wells Fargo worth $227K as of Q3 2026.
SWP Financial bought 31 Wells Fargo shares in Q3 2026, an estimated $2.68K.
Wells Fargo made up 0.1% of SWP Financial's portfolio in Q3 2026, its #71 holding.
SWP Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
SWP Financial's Wells Fargo position peaked at $288K in Q2 2025.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.