AMI Investment Management’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
Q2 | $2.32M | Buy |
28,016
+2,003
| +8% | +$161K | 0.49% | 44 |
|
|
2026
Q1 | $2.07M | Buy |
+26,013
| New | +$2.23M | 0.47% | 44 |
|
|
2020
Q2 | – | Sell |
-123,379
| Closed | -$3.54M | – | 76 |
|
|
2020
Q1 | $3.54M | Sell |
123,379
-42,223
| -25% | -$1.79M | 2.1% | 15 |
|
|
2019
Q4 | $8.91M | Sell |
165,602
-1,070
| -0.6% | -$56K | 3.82% | 6 |
|
|
2019
Q3 | $8.41M | Buy |
166,672
+6,740
| +4% | +$318K | 3.91% | 6 |
|
|
2019
Q2 | $7.57M | Sell |
159,932
-85
| -0.1% | -$3.98K | 3.86% | 6 |
|
|
2019
Q1 | $7.73M | Buy |
160,017
+375
| +0.2% | +$18.4K | 4.08% | 4 |
|
|
2018
Q4 | $7.36M | Buy |
159,642
+600
| +0.4% | +$30.7K | 4.34% | 4 |
|
|
2018
Q3 | $8.36M | Buy |
159,042
+422
| +0.3% | +$24.1K | 4.34% | 4 |
|
|
2018
Q2 | $8.79M | Buy |
158,620
+7,041
| +5% | +$377K | 4.65% | 4 |
|
|
2018
Q1 | $7.94M | Buy |
151,579
+1,905
| +1% | +$113K | 4.83% | 4 |
|
|
2017
Q4 | $9.08M | Buy |
149,674
+1,188
| +0.8% | +$67.1K | 5.44% | 3 |
|
|
2017
Q3 | $8.19M | Buy |
148,486
+1,075
| +0.7% | +$57.1K | 5.11% | 3 |
|
|
2017
Q2 | $8.17M | Sell |
147,411
-1,575
| -1% | -$84.4K | 5.3% | 4 |
|
|
2017
Q1 | $8.29M | Sell |
148,986
-325
| -0.2% | -$18.4K | 5.33% | 4 |
|
|
2016
Q4 | $8.23M | Sell |
149,311
-254
| -0.2% | -$12.8K | 5.46% | 4 |
|
|
2016
Q3 | $6.62M | Buy |
149,565
+3,589
| +2% | +$172K | 4.67% | 4 |
|
|
2016
Q2 | $6.91M | Buy |
145,976
+2,300
| +2% | +$112K | 5.11% | 4 |
|
|
2016
Q1 | $6.95M | Buy |
143,676
+900
| +0.6% | +$44.1K | 5.39% | 4 |
|
|
2015
Q4 | $7.76M | Sell |
142,776
-149
| -0.1% | -$8.09K | 6.12% | 4 |
|
|
2015
Q3 | $7.34M | Buy |
142,925
+1
| +0% | +$55 | 6.41% | 3 |
|
|
2015
Q2 | $8.04M | Sell |
142,924
-399
| -0.3% | -$22.2K | 6.65% | 3 |
|
|
2015
Q1 | $7.8M | Sell |
143,323
-24
| -0% | -$1.3K | 6.2% | 3 |
|
|
2014
Q4 | $7.86M | Sell |
143,347
-1,149
| -0.8% | -$60.8K | 6.4% | 3 |
|
|
2014
Q3 | $7.5M | Buy |
144,496
+470
| +0.3% | +$24.2K | 6.39% | 4 |
|
|
2014
Q2 | $7.57M | Buy |
144,026
+2
| +0% | +$101 | 6.5% | 4 |
|
|
2014
Q1 | $7.16M | Buy |
144,024
+1,526
| +1% | +$71.1K | 6.09% | 4 |
|
|
2013
Q4 | $6.47M | Sell |
142,498
-17,386
| -11% | -$751K | 5.62% | 4 |
|
|
2013
Q3 | $6.61M | Buy |
159,884
+1,701
| +1% | +$72.6K | 4.95% | 5 |
|
|
2013
Q2 | $6.53M | Buy |
+158,183
| New | +$6.16M | 5.97% | 4 |
|
Other funds holding WFC
AMI Investment Management's WFC Position: Q2 2026 in Review
AMI Investment Management increased its Wells Fargo (WFC) stake by 7.7% in Q2 2026, buying an estimated $161K and bringing the position to 28,016 shares worth $2.32M. The position accounts for 0.49% of the portfolio, ranked #44.
AMI Investment Management first reported a position in WFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $9.08M in Q4 2017. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- AMI Investment Management held 28,016 shares of Wells Fargo worth $2.32M as of Q2 2026.
- AMI Investment Management bought 2,003 Wells Fargo shares in Q2 2026, an estimated $161K.
- Wells Fargo made up 0.49% of AMI Investment Management's portfolio in Q2 2026, its #44 holding.
- AMI Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 30 quarters since.
- AMI Investment Management's Wells Fargo position peaked at $9.08M in Q4 2017.
- 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.