Stonebridge Financial Group, LLC/CA’s Wells Fargo WFC Stock Holding History

Stonebridge Financial Group, LLC/CA’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 Q2	$770K	Buy	+9,329	New	+$750K	0.11%	132

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's WFC Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Wells Fargo (WFC) in Q2 2026: 9,329 shares worth $770K. The stake represents 0.11% of the portfolio and ranks #132 among its holdings.

2,447 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 9,329 shares of Wells Fargo worth $770K as of Q2 2026.
Wells Fargo was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Wells Fargo made up 0.11% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #132 holding.
2,447 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.