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Victory Financial Group’s Wells Fargo WFC Stock Holding History

Victory Financial Group’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 		$953K Sell
11,527
-4,560
-28% -$366K 0.1% 140
2026
Q1 		$1.28M Sell
16,087
-8,175
-34% -$702K 0.16% 102
2025
Q4 		$2.26M Buy
24,262
+16,822
+226% +$1.46M 0.28% 57
2025
Q3 		$624K Buy
7,440
+3,706
+99% +$301K 0.09% 125
2025
Q2 		$299K Sell
3,734
-74
-2% -$5.34K 0.05% 167
2025
Q1 		$271K Buy
3,808
+831
+28% +$62.4K 0.05% 137
2024
Q4 		$209K Buy
+2,977
New +$203K 0.06% 134

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Financial Group's WFC Position: Q2 2026 in Review

Victory Financial Group reduced its Wells Fargo (WFC) stake by 28% in Q2 2026, selling an estimated $366K and leaving 11,527 shares worth $953K. The position accounts for 0.1% of the portfolio, ranked #140.

Victory Financial Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Victory Financial Group held 11,527 shares of Wells Fargo worth $953K as of Q2 2026.
  • Victory Financial Group sold 4,560 Wells Fargo shares in Q2 2026, an estimated $366K.
  • Wells Fargo made up 0.1% of Victory Financial Group's portfolio in Q2 2026, its #140 holding.
  • Victory Financial Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Victory Financial Group's Wells Fargo position peaked at $2.26M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.