Verity Asset Management’s Wells Fargo WFC Stock Holding History

Verity Asset 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 Q3	$273K	Buy	3,408 +1	+0%	+$87	0.11%	180
2026 Q2	$282K	Buy	+3,407	New	+$274K	0.11%	192
2020 Q2	–	Sell	-10,563	Closed	-$303K	–	148
2020 Q1	$303K	Buy	10,563 +3,008	+40%	+$128K	0.38%	84
2019 Q4	$406K	Buy	7,555 +797	+12%	+$41.7K	0.4%	80
2019 Q3	$340K	Buy	6,758 +1,004	+17%	+$47.3K	0.36%	89
2019 Q2	$272K	Buy	5,754 +1,526	+36%	+$71.4K	0.31%	95
2019 Q1	$204K	Buy	+4,228	New	+$208K	0.24%	107
2018 Q4	–	Sell	-4,679	Closed	-$246K	–	150
2018 Q3	$246K	Sell	4,679 -1,050	-18%	-$60K	0.24%	105
2018 Q2	$318K	Sell	5,729 -90	-2%	-$4.82K	0.29%	72
2018 Q1	$305K	Sell	5,819 -645	-10%	-$38.3K	0.28%	68
2017 Q4	$402K	Buy	6,464 +1,215	+23%	+$68.6K	0.3%	55
2017 Q3	$291K	Sell	5,249 -1,205	-19%	-$64K	0.22%	83
2017 Q2	$358K	Buy	6,454 +500	+8%	+$26.8K	0.27%	61
2017 Q1	$331K	Buy	+5,954	New	+$338K	0.27%	65
2016 Q3	$231K	Buy	5,226 +991	+23%	+$47.4K	0.22%	93
2016 Q2	$200K	Buy	+4,235	New	+$206K	0.2%	99

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Verity Asset Management's WFC Position: Q3 2026 in Review

Verity Asset Management increased its Wells Fargo (WFC) stake by 0.03% in Q3 2026, buying an estimated $87 and bringing the position to 3,408 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #180.

Verity Asset Management first reported a position in WFC in Q2 2016 and has held it in 16 quarters since. The position peaked at $406K in Q4 2019. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Verity Asset Management held 3,408 shares of Wells Fargo worth $273K as of Q3 2026.
Verity Asset Management bought 1 Wells Fargo share in Q3 2026, an estimated $87.
Wells Fargo made up 0.11% of Verity Asset Management's portfolio in Q3 2026, its #180 holding.
Verity Asset Management first reported a position in Wells Fargo in Q2 2016 and has held it in 16 quarters since.
Verity Asset Management's Wells Fargo position peaked at $406K in Q4 2019.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Verity Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.