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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
Q2 		$413K Buy
4,959
+1,465
+42% +$118K 0.05% 220
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 $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 $3.38T AUM 44.17% 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

Symphony Financial's WFC Position: Q2 2026 in Review

Symphony Financial increased its Wells Fargo (WFC) stake by 42% in Q2 2026, buying an estimated $118K and bringing the position to 4,959 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #220.

Symphony Financial first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $414K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Symphony Financial held 4,959 shares of Wells Fargo worth $413K as of Q2 2026.
  • Symphony Financial bought 1,465 Wells Fargo shares in Q2 2026, an estimated $118K.
  • Wells Fargo made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #220 holding.
  • Symphony Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Symphony Financial's Wells Fargo position peaked at $414K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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