SFC
WFC icon

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
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

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SYM Financial Corp's WFC Position: Q2 2026 in Review

SYM Financial Corp increased its Wells Fargo (WFC) stake by 73% in Q2 2026, buying an estimated $377K and bringing the position to 11,096 shares worth $917K. The position accounts for 0.07% of the portfolio, ranked #77.

SYM Financial Corp first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SYM Financial Corp held 11,096 shares of Wells Fargo worth $917K as of Q2 2026.
  • SYM Financial Corp bought 4,689 Wells Fargo shares in Q2 2026, an estimated $377K.
  • Wells Fargo made up 0.07% of SYM Financial Corp's portfolio in Q2 2026, its #77 holding.
  • SYM Financial Corp first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.