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Syverson Strege & Co’s Wells Fargo WFC Stock Holding History

Syverson Strege & Co’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 		$981K Sell
12,326
-8
-0.1% -$687 0.24% 43
2025
Q4 		$1.15M Sell
12,334
-470
-4% -$40.8K 0.27% 41
2025
Q3 		$1.07M Sell
12,804
-3,910
-23% -$317K 0.26% 47
2025
Q2 		$1.34M Buy
16,714
+13,786
+471% +$994K 0.32% 34
2025
Q1 		$210K Sell
2,928
-20
-0.7% -$1.5K 0.07% 76
2024
Q4 		$207K Buy
+2,948
New +$201K 0.07% 76
2024
Q2 		– Sell
-4,133
Closed -$240K – 79
2024
Q1 		$240K Sell
4,133
-1,794
-30% -$93.9K 0.09% 62
2023
Q4 		$292K Sell
5,927
-2,158
-27% -$93.1K 0.11% 54
2023
Q3 		$330K Sell
8,085
-1,423
-15% -$61.4K 0.15% 46
2023
Q2 		$406K Buy
9,508
+3,410
+56% +$137K 0.17% 43
2023
Q1 		$228K Buy
6,098
+366
+6% +$16K 0.1% 56
2022
Q4 		$237K Buy
5,732
+2
+0% +$89 0.11% 58
2022
Q3 		$230K Sell
5,730
-508
-8% -$21.8K 0.12% 62
2022
Q2 		$244K Buy
6,238
+359
+6% +$15.8K 0.09% 63
2022
Q1 		$285K Buy
5,879
+2,122
+56% +$114K 0.31% 50
2021
Q4 		$180K Sell
3,757
-206
-5% -$10.1K 0.13% 71
2021
Q3 		$184K Buy
3,963
+579
+17% +$26.8K 0.15% 64
2021
Q2 		$153K Hold
3,384
– – 0.14% 72
2021
Q1 		$132K Sell
3,384
-500
-13% -$17.7K 0.14% 77
2020
Q4 		$117K Buy
+3,884
New +$101K 0.11% 76

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

Syverson Strege & Co's WFC Position: Q1 2026 in Review

Syverson Strege & Co reduced its Wells Fargo (WFC) stake by 0.06% in Q1 2026, selling an estimated $687 and leaving 12,326 shares worth $981K. The position accounts for 0.24% of the portfolio, ranked #43.

Syverson Strege & Co first reported a position in WFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Syverson Strege & Co held 12,326 shares of Wells Fargo worth $981K as of Q1 2026.
  • Syverson Strege & Co sold 8 Wells Fargo shares in Q1 2026, an estimated $687.
  • Wells Fargo made up 0.24% of Syverson Strege & Co's portfolio in Q1 2026, its #43 holding.
  • Syverson Strege & Co first reported a position in Wells Fargo in Q4 2020 and has held it in 20 quarters since.
  • Syverson Strege & Co's Wells Fargo position peaked at $1.34M in Q2 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.