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Wealth Group’s Wells Fargo WFC Stock Holding History

Wealth 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
Q3 		$256K Buy
+3,204
New +$277K 0.22% 80
2025
Q2 		– Sell
-3,554
Closed -$255K – 164
2025
Q1 		$255K Sell
3,554
-393
-10% -$29.5K 0.17% 129
2024
Q4 		$277K Buy
3,947
+406
+11% +$27.7K 0.18% 131
2024
Q3 		$200K Sell
3,541
-697
-16% -$39.4K 0.13% 149
2024
Q2 		$252K Sell
4,238
-68
-2% -$4.01K 0.18% 127
2024
Q1 		$250K Buy
+4,306
New +$225K 0.19% 127

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Wealth Group's WFC Position: Q3 2026 in Review

Wealth Group opened a new position in Wells Fargo (WFC) in Q3 2026: 3,204 shares worth $256K. The stake represents 0.22% of the portfolio and ranks #80 among its holdings. This is a return to the name: Wealth Group previously reported a position in WFC as recently as Q1 2025.

Wealth Group first reported a position in WFC in Q1 2024 and has held it in 6 quarters since. The position peaked at $277K in Q4 2024. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Wealth Group held 3,204 shares of Wells Fargo worth $256K as of Q3 2026.
  • Wells Fargo was a new Wealth Group position in Q3 2026.
  • Wells Fargo made up 0.22% of Wealth Group's portfolio in Q3 2026, its #80 holding.
  • Wealth Group first reported a position in Wells Fargo in Q1 2024 and has held it in 6 quarters since.
  • Wealth Group's Wells Fargo position peaked at $277K in Q4 2024.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Wealth Group's 13F filing for Q3 2026, filed 30 Oct 2026.