Albion Financial Group’s Wells Fargo WFC Stock Holding History

Albion Financial Group’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	$335K	Hold	4,052	–	–	0.02%	157
2026 Q1	$323K	Buy	4,052 +2,797	+223%	+$240K	0.02%	147
2025 Q4	$117K	Buy	1,255 +765	+156%	+$66.4K	0.01%	198
2025 Q3	$41.1K	Buy	490 +299	+157%	+$24.2K	﹤0.01%	276
2025 Q2	$15.3K	Hold	191	–	–	﹤0.01%	331
2025 Q1	$13.7K	Buy	191 +1	+0.5%	+$75	﹤0.01%	345
2024 Q4	$13.3K	Buy	190 +123	+184%	+$8.4K	﹤0.01%	371
2024 Q3	$3.79K	Hold	67	–	–	﹤0.01%	386
2024 Q2	$3.98K	Hold	67	–	–	﹤0.01%	385
2024 Q1	$3.88K	Hold	67	–	–	﹤0.01%	372
2023 Q4	$3.3K	Hold	67	–	–	﹤0.01%	371
2023 Q3	$2.74K	Hold	67	–	–	﹤0.01%	361
2023 Q2	$2.86K	Hold	67	–	–	﹤0.01%	369
2023 Q1	$2.5K	Hold	67	–	–	﹤0.01%	363
2022 Q4	$2.77K	Hold	67	–	–	﹤0.01%	371
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	380
2022 Q2	$3K	Hold	67	–	–	﹤0.01%	400
2022 Q1	$3K	Sell	67 -67	-50%	-$3.59K	﹤0.01%	452
2021 Q4	$6K	Buy	+134	New	+$6.6K	﹤0.01%	446
2021 Q3	–	Sell	-47	Closed	-$2K	–	548
2021 Q2	$2K	Buy	+47	New	+$2.1K	﹤0.01%	467
2020 Q2	–	Sell	-23,700	Closed	-$680K	–	222
2020 Q1	$680K	Sell	23,700 -740	-3%	-$31.5K	0.1%	106
2019 Q4	$1.31M	Buy	24,440 +740	+3%	+$38.8K	0.16%	87
2019 Q3	$1.2M	Hold	23,700	–	–	0.15%	87
2019 Q2	$1.12M	Buy	23,700 +200	+0.9%	+$9.35K	0.14%	95
2019 Q1	$1.14M	Hold	23,500	–	–	0.15%	91
2018 Q4	$1.08M	Hold	23,500	–	–	0.17%	87
2018 Q3	$1.24M	Hold	23,500	–	–	0.17%	83
2018 Q2	$1.3M	Hold	23,500	–	–	0.19%	82
2018 Q1	$1.23M	Hold	23,500	–	–	0.19%	79
2017 Q4	$1.43M	Hold	23,500	–	–	0.22%	77
2017 Q3	$1.3M	Hold	23,500	–	–	0.2%	78
2017 Q2	$1.3M	Hold	23,500	–	–	0.22%	73
2017 Q1	$1.31M	Sell	23,500 -38	-0.2%	-$2.16K	0.2%	73
2016 Q4	$1.3M	Buy	23,538 +38	+0.2%	+$1.91K	0.21%	73
2016 Q3	$1.04M	Sell	23,500 -2,850	-11%	-$136K	0.18%	81
2016 Q2	$1.25M	Hold	26,350	–	–	0.22%	63
2016 Q1	$1.27M	Sell	26,350 -350	-1%	-$17.1K	0.22%	64
2015 Q4	$1.45M	Sell	26,700 -39	-0.1%	-$2.12K	0.25%	51
2015 Q3	$1.37M	Sell	26,739 -1,661	-6%	-$91.3K	0.25%	54
2015 Q2	$1.6M	Buy	28,400 +111	+0.4%	+$6.19K	0.27%	49
2015 Q1	$1.54M	Buy	28,289 +1,350	+5%	+$73K	0.26%	51
2014 Q4	$1.48M	Hold	26,939	–	–	0.26%	56
2014 Q3	$1.4M	Sell	26,939 -25	-0.1%	-$1.29K	0.25%	55
2014 Q2	$1.42M	Hold	26,964	–	–	0.25%	59
2014 Q1	$1.34M	Buy	26,964 +39	+0.1%	+$1.82K	0.25%	60
2013 Q4	$1.22M	Hold	26,925	–	–	0.23%	63
2013 Q3	$1.11M	Hold	26,925	–	–	0.24%	61
2013 Q2	$1.11M	Buy	+26,925	New	+$1.05M	0.25%	59

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

Albion Financial Group's WFC Position: Q2 2026 in Review

Albion Financial Group held its Wells Fargo (WFC) position steady in Q2 2026 at 4,052 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #157.

Albion Financial Group first reported a position in WFC in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.6M in Q2 2015. 967 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Albion Financial Group held 4,052 shares of Wells Fargo worth $335K as of Q2 2026.
Albion Financial Group left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #157 holding.
Albion Financial Group first reported a position in Wells Fargo in Q2 2013 and has held it in 48 quarters since.
Albion Financial Group's Wells Fargo position peaked at $1.6M in Q2 2015.
967 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.