SFC
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SYM Financial Corp’s Wells Fargo WFC Stock Holding History

SYM Financial Corp’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 		$510K Buy
6,407
+770
+14% +$66.1K 0.05% 128
2025
Q4 		$525K Buy
5,637
+263
+5% +$22.8K 0.05% 124
2025
Q3 		$450K Buy
5,374
+102
+2% +$8.27K 0.05% 133
2025
Q2 		$422K Buy
5,272
+364
+7% +$26.2K 0.05% 149
2025
Q1 		$352K Buy
4,908
+311
+7% +$23.4K 0.04% 147
2024
Q4 		$323K Sell
4,597
-1,640
-26% -$112K 0.04% 144
2024
Q3 		$352K Buy
6,237
+2,217
+55% +$125K 0.05% 101
2024
Q2 		$239K Buy
+4,020
New +$237K 0.04% 125

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

SYM Financial Corp's WFC Position: Q1 2026 in Review

SYM Financial Corp increased its Wells Fargo (WFC) stake by 14% in Q1 2026, buying an estimated $66.1K and bringing the position to 6,407 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #128.

SYM Financial Corp first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $525K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • SYM Financial Corp held 6,407 shares of Wells Fargo worth $510K as of Q1 2026.
  • SYM Financial Corp bought 770 Wells Fargo shares in Q1 2026, an estimated $66.1K.
  • Wells Fargo made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #128 holding.
  • SYM Financial Corp first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Wells Fargo position peaked at $525K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.