Back to WFC-PA
Vest Financial, LLC WFC-PA Position History
Wells Fargo & Company
Quarters held
8
Latest value
$53.9M
Q3 2026
Peak value
$53.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q4 2025 | $5.4M |
| Q1 2026 | $15.2M |
| Q1 2026 | $4M |
| Q2 2026 | $34.1M |
| Q2 2026 | $5.1M |
| Q3 2026 | $5.1M |
| Q3 2026 | $53.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53.9M | 673.4K | — | — |
| Q3 2026 | $5.1M | 63.3K | — | — |
| Q2 2026 | $5.1M | 61.7K | — | — |
| Q2 2026 | $34.1M | 412.7K | — | — |
| Q1 2026 | $4M | 50.6K | — | — |
| Q1 2026 | $15.2M | 190.4K | — | — |
| Q4 2025 | $5.4M | 58.0K | — | — |
| Q3 2025 | $3.9M | 47.0K | — | — |
Other funds holding WFC-PA
$24.7B
$22.5B
$20.5B
$12.8B
$11.6B
$11.2B
$11.2B