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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Vest Financial's WFC Position: Q2 2026 in Review

Vest Financial increased its Wells Fargo (WFC) stake by 97% in Q2 2026, buying an estimated $18.7M and bringing the position to 474,355 shares worth $39.2M. The position accounts for 0.41% of the portfolio, ranked #115.

Vest Financial first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Vest Financial held 474,355 shares of Wells Fargo worth $39.2M as of Q2 2026.
  • Vest Financial bought 233,312 Wells Fargo shares in Q2 2026, an estimated $18.7M.
  • Wells Fargo made up 0.41% of Vest Financial's portfolio in Q2 2026, its #115 holding.
  • Vest Financial first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.