Affiance Financial’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $205K | Buy |
2,564
+14
| +0.5% | +$1.21K | 0.03% | 109 |
|
|
2026
Q2 | $211K | Hold |
2,550
| – | – | 0.03% | 108 |
|
|
2026
Q1 | $203K | Hold |
2,550
| – | – | 0.03% | 106 |
|
|
2025
Q4 | $238K | Hold |
2,550
| – | – | 0.04% | 100 |
|
|
2025
Q3 | $214K | Hold |
2,550
| – | – | 0.04% | 103 |
|
|
2025
Q2 | $204K | Buy |
+2,550
| New | +$184K | 0.04% | 100 |
|
|
2024
Q4 | – | Sell |
-3,683
| Closed | -$208K | – | 106 |
|
|
2024
Q3 | $208K | Hold |
3,683
| – | – | 0.05% | 98 |
|
|
2024
Q2 | $219K | Hold |
3,683
| – | – | 0.06% | 94 |
|
|
2024
Q1 | $213K | Buy |
+3,683
| New | +$193K | 0.06% | 92 |
|
|
2023
Q1 | – | Sell |
-3,786
| Closed | -$156K | – | 411 |
|
|
2022
Q4 | $156K | Buy |
+3,786
| New | +$168K | 0.06% | 109 |
|
|
2019
Q4 | – | Sell |
-4,030
| Closed | -$203K | – | 146 |
|
|
2019
Q3 | $203K | Sell |
4,030
-514
| -11% | -$24.2K | 0.12% | 89 |
|
|
2019
Q2 | $215K | Hold |
4,544
| – | – | 0.13% | 88 |
|
|
2019
Q1 | $220K | Sell |
4,544
-191
| -4% | -$9.39K | 0.14% | 86 |
|
|
2018
Q4 | $218K | Hold |
4,735
| – | – | 0.14% | 87 |
|
|
2018
Q3 | $249K | Sell |
4,735
-399
| -8% | -$22.8K | 0.16% | 79 |
|
|
2018
Q2 | $285K | Sell |
5,134
-249
| -5% | -$13.3K | 0.22% | 75 |
|
|
2018
Q1 | $282K | Sell |
5,383
-1,075
| -17% | -$63.9K | 0.25% | 66 |
|
|
2017
Q4 | $392K | Sell |
6,458
-1,072
| -14% | -$60.5K | 0.29% | 52 |
|
|
2017
Q3 | $415K | Buy |
7,530
+61
| +0.8% | +$3.24K | 0.33% | 49 |
|
|
2017
Q2 | $414K | Buy |
7,469
+100
| +1% | +$5.36K | 0.33% | 47 |
|
|
2017
Q1 | $410K | Sell |
7,369
-50
| -0.7% | -$2.84K | 0.32% | 49 |
|
|
2016
Q4 | $409K | Buy |
7,419
+50
| +0.7% | +$2.51K | 0.33% | 55 |
|
|
2016
Q3 | $326K | Hold |
7,369
| – | – | 0.27% | 62 |
|
|
2016
Q2 | $349K | Sell |
7,369
-224
| -3% | -$10.9K | 0.3% | 57 |
|
|
2016
Q1 | $367K | Buy |
7,593
+204
| +3% | +$10K | 0.35% | 58 |
|
|
2015
Q4 | $402K | Hold |
7,389
| – | – | 0.41% | 53 |
|
|
2015
Q3 | $379K | Hold |
7,389
| – | – | 0.47% | 49 |
|
|
2015
Q2 | $416K | Hold |
7,389
| – | – | 0.53% | 52 |
|
|
2015
Q1 | $402K | Hold |
7,389
| – | – | 0.61% | 47 |
|
|
2014
Q4 | $405K | Buy |
+7,389
| New | +$391K | 0.71% | 35 |
|
Other funds holding WFC
Affiance Financial's WFC Position: Q3 2026 in Review
Affiance Financial increased its Wells Fargo (WFC) stake by 0.55% in Q3 2026, buying an estimated $1.21K and bringing the position to 2,564 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #109.
Affiance Financial first reported a position in WFC in Q4 2014 and has held it in 30 quarters since. The position peaked at $416K in Q2 2015. 1,898 funds tracked by Wall St. Rank hold WFC as of Q3 2026.
- Affiance Financial held 2,564 shares of Wells Fargo worth $205K as of Q3 2026.
- Affiance Financial bought 14 Wells Fargo shares in Q3 2026, an estimated $1.21K.
- Wells Fargo made up 0.03% of Affiance Financial's portfolio in Q3 2026, its #109 holding.
- Affiance Financial first reported a position in Wells Fargo in Q4 2014 and has held it in 30 quarters since.
- Affiance Financial's Wells Fargo position peaked at $416K in Q2 2015.
- 1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.
Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.