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AMI Investment Management’s Wells Fargo WFC Stock Holding History

AMI Investment Management’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
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

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. 1,316 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.
  • 1,316 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.