Univest Financial’s Wells Fargo WFC Stock Holding History

Univest 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	$427K	Buy	5,165 +102	+2%	+$8.2K	0.02%	213
2026 Q1	$403K	Sell	5,063 -640	-11%	-$55K	0.02%	213
2025 Q4	$532K	Buy	5,703 +29	+0.5%	+$2.52K	0.03%	193
2025 Q3	$476K	Hold	5,674	–	–	0.03%	191
2025 Q2	$455K	Sell	5,674 -294	-5%	-$21.2K	0.03%	193
2025 Q1	$428K	Sell	5,968 -126	-2%	-$9.46K	0.03%	211
2024 Q4	$428K	Buy	6,094 +1	+0%	+$68	0.03%	209
2024 Q3	$344K	Buy	+6,093	New	+$345K	0.02%	226
2016 Q4	–	Sell	-70,077	Closed	-$3.1M	–	101
2016 Q3	$3.1M	Buy	70,077 +333	+0.5%	+$15.9K	1.41%	37
2016 Q2	$3.3M	Sell	69,744 -2,141	-3%	-$104K	1.51%	29
2016 Q1	$3.48M	Buy	71,885 +4,284	+6%	+$210K	1.58%	26
2015 Q4	$3.67M	Sell	67,601 -780	-1%	-$42.4K	1.68%	21
2015 Q3	$3.51M	Sell	68,381 -304	-0.4%	-$16.7K	1.72%	20
2015 Q2	$3.86M	Sell	68,685 -226	-0.3%	-$12.6K	1.77%	18
2015 Q1	$3.75M	Sell	68,911 -8,370	-11%	-$452K	1.68%	17
2014 Q4	$4.24M	Buy	77,281 +827	+1%	+$43.8K	1.86%	11
2014 Q3	$3.97M	Sell	76,454 -2,107	-3%	-$108K	1.86%	10
2014 Q2	$4.13M	Sell	78,561 -1,984	-2%	-$99.7K	1.94%	7
2014 Q1	$4.01M	Sell	80,545 -11,524	-13%	-$537K	2%	4
2013 Q4	$4.18M	Buy	92,069 +1,660	+2%	+$71.7K	2.06%	5
2013 Q3	$3.74M	Buy	90,409 +994	+1%	+$42.4K	1.99%	7
2013 Q2	$3.69M	Buy	+89,415	New	+$3.48M	2.02%	8

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Univest Financial's WFC Position: Q2 2026 in Review

Univest Financial increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $8.2K and bringing the position to 5,165 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #213.

Univest Financial first reported a position in WFC in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.24M in Q4 2014. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Univest Financial held 5,165 shares of Wells Fargo worth $427K as of Q2 2026.
Univest Financial bought 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
Wells Fargo made up 0.02% of Univest Financial's portfolio in Q2 2026, its #213 holding.
Univest Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 22 quarters since.
Univest Financial's Wells Fargo position peaked at $4.24M in Q4 2014.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.