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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
Q2 		$52.3K Buy
626
+379
+153% +$30.5K 0.01% 376
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 $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

Synergy Investment Management's WFC Position: Q2 2026 in Review

Synergy Investment Management increased its Wells Fargo (WFC) stake by 153% in Q2 2026, buying an estimated $30.5K and bringing the position to 626 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #376.

Synergy Investment Management first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Synergy Investment Management held 626 shares of Wells Fargo worth $52.3K as of Q2 2026.
  • Synergy Investment Management bought 379 Wells Fargo shares in Q2 2026, an estimated $30.5K.
  • Wells Fargo made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #376 holding.
  • Synergy Investment Management first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.