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Synergy Investment Management’s Wells Fargo WFC Stock Holding History

Synergy Investment Management’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 		$19.7K Buy
+247
New +$21.2K 0.01% 409
2025
Q2 		– Sell
-144
Closed -$10.3K – 571
2025
Q1 		$10.3K Hold
144
– – ﹤0.01% 380
2024
Q4 		$10.1K Buy
+144
New +$9.83K ﹤0.01% 389

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

Synergy Investment Management's WFC Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Wells Fargo (WFC) in Q1 2026: 247 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in WFC as recently as Q1 2025.

Synergy Investment Management first reported a position in WFC in Q4 2024 and has held it in 3 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Synergy Investment Management held 247 shares of Wells Fargo worth $19.7K as of Q1 2026.
  • Wells Fargo was a new Synergy Investment Management position in Q1 2026.
  • Wells Fargo made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #409 holding.
  • Synergy Investment Management first reported a position in Wells Fargo in Q4 2024 and has held it in 3 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.