Accredited Investors’s Wells Fargo WFC Stock Holding History

Accredited Investors’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	$1.07M	Buy	12,978 +709	+6%	+$57K	0.05%	112
2026 Q1	$977K	Sell	12,269 -4,488	-27%	-$385K	0.05%	109
2025 Q4	$1.56M	Sell	16,757 -296	-2%	-$25.7K	0.08%	80
2025 Q3	$1.43M	Sell	17,053 -609	-3%	-$49.4K	0.08%	82
2025 Q2	$1.42M	Buy	17,662 +3,055	+21%	+$220K	0.08%	81
2025 Q1	$1.05M	Sell	14,607 -2,851	-16%	-$214K	0.07%	89
2024 Q4	$1.23M	Sell	17,458 -4,484	-20%	-$306K	0.07%	81
2024 Q3	$1.24M	Sell	21,942 -4,538	-17%	-$257K	0.07%	86
2024 Q2	$1.57M	Buy	26,480 +14,663	+124%	+$866K	0.1%	67
2024 Q1	$685K	Sell	11,817 -7,364	-38%	-$385K	0.04%	106
2023 Q4	$944K	Sell	19,181 -1,238	-6%	-$53.4K	0.07%	90
2023 Q3	$834K	Buy	20,419 +1,853	+10%	+$80K	0.06%	89
2023 Q2	$792K	Sell	18,566 -28	-0.2%	-$1.13K	0.06%	87
2023 Q1	$695K	Sell	18,594 -1,018	-5%	-$44.4K	0.05%	90
2022 Q4	$810K	Sell	19,612 -1,324	-6%	-$58.6K	0.07%	79
2022 Q3	$842K	Buy	20,936 +393	+2%	+$16.9K	0.1%	74
2022 Q2	$805K	Buy	20,543 +1,933	+10%	+$84.8K	0.1%	78
2022 Q1	$902K	Sell	18,610 -2,494	-12%	-$133K	0.08%	81
2021 Q4	$1.01M	Sell	21,104 -104	-0.5%	-$5.12K	0.09%	80
2021 Q3	$984K	Sell	21,208 -779	-4%	-$36.1K	0.11%	68
2021 Q2	$996K	Sell	21,987 -1,118	-5%	-$49.9K	0.1%	70
2021 Q1	$903K	Sell	23,105 -1,317	-5%	-$46.6K	0.12%	74
2020 Q4	$737K	Sell	24,422 -10,297	-30%	-$267K	0.12%	74
2020 Q3	$816K	Buy	34,719 +3	+0%	+$74	0.17%	62
2020 Q2	$889K	Buy	34,716 +11,448	+49%	+$313K	0.18%	58
2020 Q1	$668K	Buy	23,268 +290	+1%	+$12.3K	0.16%	61
2019 Q4	$1.24M	Sell	22,978 -2,293	-9%	-$120K	0.21%	46
2019 Q3	$1.27M	Sell	25,271 -732	-3%	-$34.5K	0.25%	44
2019 Q2	$1.23M	Sell	26,003 -86	-0.3%	-$4.02K	0.24%	47
2019 Q1	$1.26M	Buy	26,089 +284	+1%	+$14K	0.25%	42
2018 Q4	$1.19M	Buy	25,805 +124	+0.5%	+$6.35K	0.27%	39
2018 Q3	$1.35M	Sell	25,681 -133	-0.5%	-$7.59K	0.33%	28
2018 Q2	$1.43M	Buy	25,814 +209	+0.8%	+$11.2K	0.37%	26
2018 Q1	$1.34M	Buy	25,605 +12,048	+89%	+$716K	0.37%	29
2017 Q4	$822K	Sell	13,557 -2,474	-15%	-$140K	0.23%	40
2017 Q3	$884K	Sell	16,031 -44	-0.3%	-$2.34K	0.24%	41
2017 Q2	$891K	Sell	16,075 -8,715	-35%	-$467K	0.23%	32
2017 Q1	$1.38M	Sell	24,790 -1,362	-5%	-$77.3K	0.34%	23
2016 Q4	$1.44M	Sell	26,152 -6,600	-20%	-$332K	0.37%	23
2016 Q3	$1.45M	Sell	32,752 -2,150	-6%	-$103K	0.4%	19
2016 Q2	$1.59M	Buy	34,902 +7,223	+26%	+$352K	0.44%	18
2016 Q1	$1.34M	Buy	27,679 +1,001	+4%	+$49K	0.34%	22
2015 Q4	$1.45M	Buy	26,678 +40	+0.2%	+$2.17K	0.36%	23
2015 Q3	$1.37M	Buy	26,638 +2,916	+12%	+$160K	0.37%	23
2015 Q2	$1.33M	Sell	23,722 -600	-2%	-$33.5K	0.35%	23
2015 Q1	$1.32M	Sell	24,322 -95	-0.4%	-$5.13K	0.34%	22
2014 Q4	$1.34M	Sell	24,417 -12,537	-34%	-$664K	0.4%	22
2014 Q3	$1.92M	Buy	36,954 +8,641	+31%	+$444K	0.58%	14
2014 Q2	$1.49M	Sell	28,313 -3,983	-12%	-$200K	0.48%	18
2014 Q1	$1.61M	Sell	32,296 -19,471	-38%	-$907K	0.54%	17
2013 Q4	$2.35M	Sell	51,767 -2,297	-4%	-$99.2K	0.82%	13
2013 Q3	$2.23M	Buy	54,064 +1	+0%	+$43	0.82%	13
2013 Q2	$2.23M	Buy	+54,063	New	+$2.11M	0.88%	12

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Accredited Investors's WFC Position: Q2 2026 in Review

Accredited Investors increased its Wells Fargo (WFC) stake by 5.8% in Q2 2026, buying an estimated $57K and bringing the position to 12,978 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #112.

Accredited Investors first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.35M in Q4 2013. 1,000 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Accredited Investors held 12,978 shares of Wells Fargo worth $1.07M as of Q2 2026.
Accredited Investors bought 709 Wells Fargo shares in Q2 2026, an estimated $57K.
Wells Fargo made up 0.05% of Accredited Investors's portfolio in Q2 2026, its #112 holding.
Accredited Investors first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Accredited Investors's Wells Fargo position peaked at $2.35M in Q4 2013.
1,000 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.