United Southern Bank - Trust Department’s Wells Fargo WFC Stock Holding History

United Southern Bank - Trust Department’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	$1.61M	Buy	+20,143	New	+$1.74M	1.16%	18

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

United Southern Bank - Trust Department's WFC Position: Q3 2026 in Review

United Southern Bank - Trust Department opened a new position in Wells Fargo (WFC) in Q3 2026: 20,143 shares worth $1.61M. The stake represents 1.16% of the portfolio and ranks #18 among its holdings.

2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

United Southern Bank - Trust Department held 20,143 shares of Wells Fargo worth $1.61M as of Q3 2026.
Wells Fargo was a new United Southern Bank - Trust Department position in Q3 2026.
Wells Fargo made up 1.16% of United Southern Bank - Trust Department's portfolio in Q3 2026, its #18 holding.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on United Southern Bank - Trust Department's 13F filing for Q3 2026, filed 13 Nov 2026.