WMS Group’s Wells Fargo WFC Stock Holding History

WMS 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	$632K	Buy	+7,900	New	+$683K	0.75%	31

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WMS Group's WFC Position: Q3 2026 in Review

WMS Group opened a new position in Wells Fargo (WFC) in Q3 2026: 7,900 shares worth $632K. The stake represents 0.75% of the portfolio and ranks #31 among its holdings.

1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

WMS Group held 7,900 shares of Wells Fargo worth $632K as of Q3 2026.
Wells Fargo was a new WMS Group position in Q3 2026.
Wells Fargo made up 0.75% of WMS Group's portfolio in Q3 2026, its #31 holding.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on WMS Group's 13F filing for Q3 2026, filed 6 Nov 2026.