Vest Financial
WFC icon

Vest Financial’s Wells Fargo WFC Stock Holding History

Vest 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
Q3 		$59M Buy
736,750
+262,395
+55% +$22.7M 0.62% 49
2026
Q2 		$39.2M Buy
474,355
+233,312
+97% +$18.7M 0.41% 115
2026
Q1 		$19.2M Buy
241,043
+183,062
+316% +$15.7M 0.23% 131
2025
Q4 		$5.4M Buy
57,981
+10,987
+23% +$954K 0.07% 212
2025
Q3 		$3.94M Buy
46,994
+9,036
+24% +$733K 0.05% 238
2025
Q2 		$3.04M Buy
37,958
+10,702
+39% +$772K 0.04% 236
2025
Q1 		$1.96M Buy
27,256
+11,547
+74% +$867K 0.03% 245
2024
Q4 		$1.1M Buy
15,709
+916
+6% +$62.5K 0.02% 223
2024
Q3 		$836K Buy
14,793
+9,816
+197% +$555K 0.02% 229
2024
Q2 		$296K Sell
4,977
-93
-2% -$5.49K 0.01% 237
2024
Q1 		$294K Buy
+5,070
New +$265K 0.01% 237

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vest Financial's WFC Position: Q3 2026 in Review

Vest Financial increased its Wells Fargo (WFC) stake by 55% in Q3 2026, buying an estimated $22.7M and bringing the position to 736,750 shares worth $59M. The position accounts for 0.62% of the portfolio, ranked #49.

Vest Financial first reported a position in WFC in Q1 2024 and has held it in 11 quarters since. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Vest Financial held 736,750 shares of Wells Fargo worth $59M as of Q3 2026.
  • Vest Financial bought 262,395 Wells Fargo shares in Q3 2026, an estimated $22.7M.
  • Wells Fargo made up 0.62% of Vest Financial's portfolio in Q3 2026, its #49 holding.
  • Vest Financial first reported a position in Wells Fargo in Q1 2024 and has held it in 11 quarters since.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.