Affiance Financial’s Wells Fargo WFC Stock Holding History

Affiance Financial’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	$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%	+$9.99K	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

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

Affiance Financial's WFC Position: Q2 2026 in Review

Affiance Financial held its Wells Fargo (WFC) position steady in Q2 2026 at 2,550 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #108.

Affiance Financial first reported a position in WFC in Q4 2014 and has held it in 29 quarters since. The position peaked at $416K in Q2 2015. 963 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Affiance Financial held 2,550 shares of Wells Fargo worth $211K as of Q2 2026.
Affiance Financial left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.03% of Affiance Financial's portfolio in Q2 2026, its #108 holding.
Affiance Financial first reported a position in Wells Fargo in Q4 2014 and has held it in 29 quarters since.
Affiance Financial's Wells Fargo position peaked at $416K in Q2 2015.
963 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.