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 Q3	$887K	Sell	11,083 -13	-0.1%	-$1.12K	0.07%	91
2026 Q2	$917K	Buy	11,096 +4,689	+73%	+$377K	0.07%	77
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

SYM Financial Corp's WFC Position: Q3 2026 in Review

SYM Financial Corp reduced its Wells Fargo (WFC) stake by 0.12% in Q3 2026, selling an estimated $1.12K and leaving 11,083 shares worth $887K. The position accounts for 0.07% of the portfolio, ranked #91.

SYM Financial Corp first reported a position in WFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $917K in Q2 2026. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

SYM Financial Corp held 11,083 shares of Wells Fargo worth $887K as of Q3 2026.
SYM Financial Corp sold 13 Wells Fargo shares in Q3 2026, an estimated $1.12K.
Wells Fargo made up 0.07% of SYM Financial Corp's portfolio in Q3 2026, its #91 holding.
SYM Financial Corp first reported a position in Wells Fargo in Q2 2024 and has held it in 10 quarters since.
SYM Financial Corp's Wells Fargo position peaked at $917K in Q2 2026.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.