Wells Fargo
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Wells Fargo’s Star Group SGU Stock Holding History

Wells Fargo’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$579K Buy
47,128
+5,000
+12% +$63.3K ﹤0.01% 4074
2025
Q4 		$499K Sell
42,128
-1
-0% -$12 ﹤0.01% 4501
2025
Q3 		$498K Buy
42,129
+1
+0% +$12 ﹤0.01% 4305
2025
Q2 		$493K Sell
42,128
-19,158
-31% -$236K ﹤0.01% 4161
2025
Q1 		$808K Sell
61,286
-25,385
-29% -$318K ﹤0.01% 3787
2024
Q4 		$1M Sell
86,671
-3,296
-4% -$38.8K ﹤0.01% 3710
2024
Q3 		$1.06M Sell
89,967
-116,872
-57% -$1.33M ﹤0.01% 3515
2024
Q2 		$2.2M Sell
206,839
-21,467
-9% -$231K ﹤0.01% 2913
2024
Q1 		$2.29M Buy
228,306
+44,488
+24% +$495K ﹤0.01% 2863
2023
Q4 		$2.12M Buy
183,818
+77,855
+73% +$946K ﹤0.01% 2866
2023
Q3 		$1.27M Buy
105,963
+11,106
+12% +$138K ﹤0.01% 3146
2023
Q2 		$1.3M Buy
94,857
+6,908
+8% +$94.8K ﹤0.01% 3264
2023
Q1 		$1.14M Sell
87,949
-1,696
-2% -$21K ﹤0.01% 3283
2022
Q4 		$1.08M Buy
89,645
+76,918
+604% +$711K ﹤0.01% 3197
2022
Q3 		$104K Sell
12,727
-63,700
-83% -$597K ﹤0.01% 4585
2022
Q2 		$701K Sell
76,427
-3,299
-4% -$34K ﹤0.01% 3527
2022
Q1 		$885K Buy
79,726
+21,157
+36% +$221K ﹤0.01% 3999
2021
Q4 		$631K Buy
58,569
+900
+2% +$9.62K ﹤0.01% 4478
2021
Q3 		$588K Sell
57,669
-2,500
-4% -$27.1K ﹤0.01% 4572
2021
Q2 		$674K Hold
60,169
– – ﹤0.01% 4462
2021
Q1 		$637K Sell
60,169
-43,662
-42% -$433K ﹤0.01% 4558
2020
Q4 		$977K Sell
103,831
-14,689
-12% -$141K ﹤0.01% 4051
2020
Q3 		$1.16M Sell
118,520
-2,301
-2% -$21.4K ﹤0.01% 3740
2020
Q2 		$1.06M Sell
120,821
-5,885
-5% -$46.4K ﹤0.01% 3765
2020
Q1 		$975K Buy
126,706
+8,765
+7% +$76.7K ﹤0.01% 3562
2019
Q4 		$1.12M Sell
117,941
-596
-0.5% -$5.59K ﹤0.01% 3780
2019
Q3 		$1.12M Sell
118,537
-3,598
-3% -$34.5K ﹤0.01% 3752
2019
Q2 		$1.22M Buy
122,135
+4,524
+4% +$44K ﹤0.01% 3734
2019
Q1 		$1.13M Sell
117,611
-4,663
-4% -$44.4K ﹤0.01% 3789
2018
Q4 		$1.14M Sell
122,274
-6,678
-5% -$64.2K ﹤0.01% 3736
2018
Q3 		$1.26M Sell
128,952
-1,398
-1% -$13.5K ﹤0.01% 3785
2018
Q2 		$1.28M Buy
130,350
+47,903
+58% +$461K ﹤0.01% 3809
2018
Q1 		$771K Sell
82,447
-61,054
-43% -$607K ﹤0.01% 4096
2017
Q4 		$1.54M Sell
143,501
-1,299
-0.9% -$13.9K ﹤0.01% 3578
2017
Q3 		$1.64M Hold
144,800
– – ﹤0.01% 3456
2017
Q2 		$1.57M Buy
144,800
+18,052
+14% +$178K ﹤0.01% 3380
2017
Q1 		$1.17M Buy
126,748
+4,650
+4% +$46.8K ﹤0.01% 3636
2016
Q4 		$1.31M Sell
122,098
-1,196
-1% -$11.8K ﹤0.01% 3491
2016
Q3 		$1.19M Sell
123,294
-47
-0% -$424 ﹤0.01% 3371
2016
Q2 		$1.09M Buy
123,341
+51,340
+71% +$441K ﹤0.01% 3425
2016
Q1 		$606K Buy
72,001
+43,781
+155% +$336K ﹤0.01% 3755
2015
Q4 		$210K Buy
28,220
+1,497
+6% +$11.8K ﹤0.01% 4420
2015
Q3 		$227K Buy
26,723
+112
+0.4% +$1.03K ﹤0.01% 4400
2015
Q2 		$235K Sell
26,611
-1,393
-5% -$11.2K ﹤0.01% 4523
2015
Q1 		$207K Buy
28,004
+951
+4% +$6.5K ﹤0.01% 4404
2014
Q4 		$165K Sell
27,053
-4,999
-16% -$30.5K ﹤0.01% 4524
2014
Q3 		$183K Sell
32,052
-6,869
-18% -$41.5K ﹤0.01% 4386
2014
Q2 		$242K Buy
38,921
+1,617
+4% +$10.2K ﹤0.01% 4290
2014
Q1 		$219K Buy
37,304
+5,000
+15% +$28.2K ﹤0.01% 4293
2013
Q4 		$170K Buy
32,304
+801
+3% +$4.32K ﹤0.01% 4314
2013
Q3 		$155K Buy
31,503
+1,751
+6% +$8.6K ﹤0.01% 4309
2013
Q2 		$145K Buy
+29,752
New +$143K ﹤0.01% 4269

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Wells Fargo's SGU Position: Q1 2026 in Review

Wells Fargo increased its Star Group (SGU) stake by 12% in Q1 2026, buying an estimated $63.3K and bringing the position to 47,128 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #4074.

Wells Fargo first reported a position in SGU in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.29M in Q1 2024. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Wells Fargo held 47,128 shares of Star Group worth $579K as of Q1 2026.
  • Wells Fargo bought 5,000 Star Group shares in Q1 2026, an estimated $63.3K.
  • Star Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4074 holding.
  • Wells Fargo first reported a position in Star Group in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Star Group position peaked at $2.29M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.