Wells Fargo
CFSB

Wells Fargo’s CFSB Bancorp CFSB Stock Holding History

Wells Fargo’s Portfolio CFSB Stock Details CFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21
Closed -$151 – 6979
2024
Q1 		$151 Hold
21
– – ﹤0.01% 6566
2023
Q4 		$135 Buy
21
+1
+5% +$6 ﹤0.01% 6696
2023
Q3 		$140 Sell
20
-1
-5% -$7 ﹤0.01% 6672
2023
Q2 		$168 Buy
21
+2
+11% +$15 ﹤0.01% 6749
2023
Q1 		$148 Hold
19
– – ﹤0.01% 6845
2022
Q4 		$154 Hold
19
– – ﹤0.01% 6695
2022
Q3 		$0 Hold
19
– – ﹤0.01% 6716
2022
Q2 		$0 Buy
19
+2
+12% +$19 ﹤0.01% 6854
2022
Q1 		$0 Buy
+17
New +$177 ﹤0.01% 7113

Other funds holding CFSB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo's CFSB Position: Q2 2024 in Review

Wells Fargo sold out of CFSB Bancorp (CFSB) in Q2 2024, closing a stake of 21 shares — an estimated $151 sold.

Wells Fargo first reported a position in CFSB in Q1 2022 and held it in 9 quarters. The position peaked at $168 in Q2 2023. 13 funds tracked by Wall St. Rank hold CFSB as of Q2 2024.

  • Wells Fargo reported no remaining CFSB Bancorp position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 21 CFSB Bancorp shares in Q2 2024, an estimated $151.
  • Wells Fargo first reported a position in CFSB Bancorp in Q1 2022 and held it in 9 quarters.
  • Wells Fargo's CFSB Bancorp position peaked at $168 in Q2 2023.
  • 13 funds tracked by Wall St. Rank held CFSB Bancorp as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.