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Symphony Financial’s Wells Fargo WFC Stock Holding History

Symphony Financial’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 		$273K Sell
3,494
-907
-21% -$77.9K 0.04% 249
2025
Q4 		$414K Buy
4,401
+48
+1% +$4.17K 0.06% 186
2025
Q3 		$361K Sell
4,353
-685
-14% -$55.5K 0.04% 199
2025
Q2 		$407K Buy
+5,038
New +$363K 0.05% 173
2025
Q1 		– Sell
-3,106
Closed -$242K – 224
2024
Q4 		$242K Buy
+3,106
New +$212K 0.04% 198

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

Symphony Financial's WFC Position: Q1 2026 in Review

Symphony Financial reduced its Wells Fargo (WFC) stake by 21% in Q1 2026, selling an estimated $77.9K and leaving 3,494 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #249.

Symphony Financial first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $414K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Symphony Financial held 3,494 shares of Wells Fargo worth $273K as of Q1 2026.
  • Symphony Financial sold 907 Wells Fargo shares in Q1 2026, an estimated $77.9K.
  • Wells Fargo made up 0.04% of Symphony Financial's portfolio in Q1 2026, its #249 holding.
  • Symphony Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
  • Symphony Financial's Wells Fargo position peaked at $414K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.