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Abner Herrman & Brock’s Wells Fargo WFC Stock Holding History

Abner Herrman & Brock’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 		$14.9M Sell
180,453
-82,358
-31% -$6.62M 1.42% 28
2026
Q1 		$20.9M Buy
262,811
+2,720
+1% +$234K 2.31% 20
2025
Q4 		$24.2M Buy
260,091
+374
+0.1% +$32.5K 2.48% 15
2025
Q3 		$21.8M Buy
259,717
+1,060
+0.4% +$86K 2.24% 16
2025
Q2 		$20.7M Sell
258,657
-29,855
-10% -$2.15M 2.31% 18
2025
Q1 		$20.7M Buy
288,512
+5,388
+2% +$405K 2.64% 16
2024
Q4 		$19.9M Buy
283,124
+143,174
+102% +$9.78M 2.47% 17
2024
Q3 		$7.91M Buy
139,950
+68,600
+96% +$3.88M 0.95% 40
2024
Q2 		$4.24M Buy
+71,350
New +$4.21M 0.54% 45
2023
Q2 		– Sell
-34,040
Closed -$1.27M – 109
2023
Q1 		$1.27M Buy
34,040
+20,434
+150% +$891K 0.19% 53
2022
Q4 		$562K Buy
+13,606
New +$602K 0.09% 59
2020
Q2 		– Sell
-13,989
Closed -$401K – 115
2020
Q1 		$401K Buy
13,989
+1,634
+13% +$69.5K 0.09% 65
2019
Q4 		$665K Sell
12,355
-575
-4% -$30.1K 0.1% 68
2019
Q3 		$652K Sell
12,930
-15,139
-54% -$713K 0.1% 66
2019
Q2 		$1.33M Sell
28,069
-4,072
-13% -$190K 0.19% 54
2019
Q1 		$1.55M Buy
32,141
+1,004
+3% +$49.4K 0.24% 50
2018
Q4 		$1.44M Sell
31,137
-51,516
-62% -$2.64M 0.26% 47
2018
Q3 		$4.34M Buy
82,653
+67,690
+452% +$3.86M 0.62% 48
2018
Q2 		$830K Buy
14,963
+588
+4% +$31.5K 0.13% 73
2018
Q1 		$753K Sell
14,375
-1,425
-9% -$84.7K 0.12% 76
2017
Q4 		$959K Buy
15,800
+825
+6% +$46.6K 0.16% 72
2017
Q3 		$826K Sell
14,975
-217,613
-94% -$11.6M 0.15% 74
2017
Q2 		$12.9M Sell
232,588
-94,487
-29% -$5.06M 2.44% 10
2017
Q1 		$18.2M Buy
327,075
+6,409
+2% +$364K 3.62% 2
2016
Q4 		$17.7M Buy
320,666
+80,327
+33% +$4.04M 3.72% 2
2016
Q3 		$10.6M Buy
240,339
+5,441
+2% +$260K 2.42% 10
2016
Q2 		$11.3M Buy
234,898
+10,001
+4% +$488K 2.63% 8
2016
Q1 		$10.9M Buy
224,897
+123,945
+123% +$6.07M 2.74% 8
2015
Q4 		$5.49M Sell
100,952
-590
-0.6% -$32K 2.83% 13
2015
Q3 		$5.3M Buy
101,542
+920
+0.9% +$50.6K 2.83% 12
2015
Q2 		$5.58M Buy
100,622
+4,851
+5% +$270K 2.8% 11
2015
Q1 		$5.21M Buy
95,771
+245
+0.3% +$13.2K 2.65% 11
2014
Q4 		$5.24M Sell
95,526
-65,908
-41% -$3.49M 2.66% 12
2014
Q3 		$8.37M Buy
161,434
+5,475
+4% +$282K 2.46% 10
2014
Q2 		$8.2M Buy
155,959
+210
+0.1% +$10.6K 2.47% 11
2014
Q1 		$7.75M Buy
155,749
+7,426
+5% +$346K 2.48% 12
2013
Q4 		$6.74M Buy
148,323
+64,453
+77% +$2.78M 2.39% 13
2013
Q3 		$3.47M Sell
83,870
-51,388
-38% -$2.19M 2.3% 12
2013
Q2 		$5.58M Buy
+135,258
New +$5.27M 2.36% 10

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Abner Herrman & Brock's WFC Position: Q2 2026 in Review

Abner Herrman & Brock reduced its Wells Fargo (WFC) stake by 31% in Q2 2026, selling an estimated $6.62M and leaving 180,453 shares worth $14.9M. The position accounts for 1.42% of the portfolio, ranked #28.

Abner Herrman & Brock first reported a position in WFC in Q2 2013 and has held it in 39 quarters since. The position peaked at $24.2M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Abner Herrman & Brock held 180,453 shares of Wells Fargo worth $14.9M as of Q2 2026.
  • Abner Herrman & Brock sold 82,358 Wells Fargo shares in Q2 2026, an estimated $6.62M.
  • Wells Fargo made up 1.42% of Abner Herrman & Brock's portfolio in Q2 2026, its #28 holding.
  • Abner Herrman & Brock first reported a position in Wells Fargo in Q2 2013 and has held it in 39 quarters since.
  • Abner Herrman & Brock's Wells Fargo position peaked at $24.2M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.