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Symmetry Partners’s Wells Fargo WFC Stock Holding History

Symmetry Partners’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 		$269K Buy
3,253
+418
+15% +$33.6K 0.01% 195
2026
Q1 		$226K Sell
2,835
-39
-1% -$3.35K 0.01% 180
2025
Q4 		$268K Buy
2,874
+43
+2% +$3.73K 0.02% 147
2025
Q3 		$237K Buy
+2,831
New +$230K 0.03% 147
2024
Q3 		– Sell
-16,774
Closed -$996K – 504
2024
Q2 		$996K Sell
16,774
-2,096
-11% -$124K 0.05% 166
2024
Q1 		$1.09M Hold
18,870
– – 0.09% 162
2023
Q4 		$934K Sell
18,870
-9,678
-34% -$418K 0.05% 168
2023
Q3 		$1.17M Hold
28,548
– – 0.06% 154
2023
Q2 		$1.22M Hold
28,548
– – 0.06% 165
2023
Q1 		$1.07M Sell
28,548
-2,477
-8% -$108K 0.06% 175
2022
Q4 		$1.28M Buy
31,025
+2,477
+9% +$110K 0.08% 142
2022
Q3 		$1.15M Buy
28,548
+1,129
+4% +$48.5K 0.08% 146
2022
Q2 		$1.07M Sell
27,419
-43,497
-61% -$1.91M 0.07% 158
2022
Q1 		$3.44M Sell
70,916
-10,261
-13% -$549K 0.22% 56
2021
Q4 		$3.9M Buy
81,177
+23,562
+41% +$1.16M 0.25% 53
2021
Q3 		$2.76M Buy
57,615
+28,311
+97% +$1.31M 0.18% 75
2021
Q2 		$1.33M Hold
29,304
– – 0.09% 166
2021
Q1 		$1.15M Buy
29,304
+538
+2% +$19K 0.08% 175
2020
Q4 		$868K Sell
28,766
-893
-3% -$23.1K 0.07% 217
2020
Q3 		$697K Buy
+29,659
New +$731K 0.06% 232

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Symmetry Partners's WFC Position: Q2 2026 in Review

Symmetry Partners increased its Wells Fargo (WFC) stake by 15% in Q2 2026, buying an estimated $33.6K and bringing the position to 3,253 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #195.

Symmetry Partners first reported a position in WFC in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.9M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Symmetry Partners held 3,253 shares of Wells Fargo worth $269K as of Q2 2026.
  • Symmetry Partners bought 418 Wells Fargo shares in Q2 2026, an estimated $33.6K.
  • Wells Fargo made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #195 holding.
  • Symmetry Partners first reported a position in Wells Fargo in Q3 2020 and has held it in 20 quarters since.
  • Symmetry Partners's Wells Fargo position peaked at $3.9M in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.