Western Financial Corp
WFC icon

Western Financial Corp’s Wells Fargo WFC Stock Holding History

Western Financial Corp’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 		$7.12M Hold
88,892
– – 2.37% 4
2026
Q2 		$7.35M Sell
88,892
-9,246
-9% -$743K 2.15% 9
2026
Q1 		$7.81M Buy
98,138
+1,682
+2% +$144K 3.06% 3
2025
Q4 		$8.99M Sell
96,456
-328
-0.3% -$28.5K 3.57% 3
2025
Q3 		$8.11M Buy
96,784
+10,407
+12% +$844K 3.53% 3
2025
Q2 		$6.92M Sell
86,377
-9,835
-10% -$709K 3.71% 3
2025
Q1 		$6.91M Buy
96,212
+145
+0.2% +$10.9K 4.01% 3
2024
Q4 		$6.75M Buy
96,067
+1,032
+1% +$70.5K 3.71% 3
2024
Q3 		$5.37M Buy
95,035
+132
+0.1% +$7.46K 3.05% 3
2024
Q2 		$5.64M Buy
94,903
+4,026
+4% +$238K 3.4% 3
2024
Q1 		$5.27M Hold
90,877
– – 3.23% 3
2023
Q4 		$4.47M Sell
90,877
-313
-0.3% -$13.5K 2.99% 3
2023
Q3 		$3.79M Hold
91,190
– – 2.78% 4
2023
Q2 		$3.89M Sell
91,190
-16
-0% -$644 2.65% 4
2023
Q1 		$3.41M Hold
91,206
– – 2.43% 4
2022
Q4 		$3.77M Sell
91,206
-300
-0.3% -$13.3K 2.44% 4
2022
Q3 		$3.68M Hold
91,506
– – 2.57% 4
2022
Q2 		$3.58M Sell
91,506
-44
-0% -$1.93K 2.55% 4
2022
Q1 		$4.44M Buy
91,550
+60
+0.1% +$3.21K 2.58% 4
2021
Q4 		$4.39M Sell
91,490
-182
-0.2% -$8.96K 2.3% 5
2021
Q3 		$4.25M Sell
91,672
-75
-0.1% -$3.47K 2.52% 5
2021
Q2 		$4.16M Hold
91,747
– – 2.25% 5
2021
Q1 		$3.58M Sell
91,747
-1,000
-1% -$35.4K 2.19% 5
2020
Q4 		$2.8M Buy
+92,747
New +$2.4M 1.84% 5

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

Western Financial Corp's WFC Position: Q3 2026 in Review

Western Financial Corp held its Wells Fargo (WFC) position steady in Q3 2026 at 88,892 shares worth $7.12M. The position accounts for 2.37% of the portfolio, ranked #4.

Western Financial Corp first reported a position in WFC in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.99M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Western Financial Corp held 88,892 shares of Wells Fargo worth $7.12M as of Q3 2026.
  • Western Financial Corp left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 2.37% of Western Financial Corp's portfolio in Q3 2026, its #4 holding.
  • Western Financial Corp first reported a position in Wells Fargo in Q4 2020 and has held it in 24 quarters since.
  • Western Financial Corp's Wells Fargo position peaked at $8.99M in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.