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Appleton Partners’s Wells Fargo WFC Stock Holding History

Appleton Partners’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 		$745K Sell
9,017
-360
-4% -$28.9K 0.05% 172
2026
Q1 		$747K Sell
9,377
-1,315
-12% -$113K 0.05% 162
2025
Q4 		$996K Sell
10,692
-421
-4% -$36.5K 0.07% 144
2025
Q3 		$931K Buy
11,113
+95
+0.9% +$7.7K 0.06% 142
2025
Q2 		$883K Sell
11,018
-90
-0.8% -$6.49K 0.06% 140
2025
Q1 		$797K Buy
11,108
+2,232
+25% +$168K 0.06% 145
2024
Q4 		$623K Sell
8,876
-231
-3% -$15.8K 0.05% 156
2024
Q3 		$514K Sell
9,107
-450
-5% -$25.4K 0.04% 172
2024
Q2 		$568K Sell
9,557
-463
-5% -$27.3K 0.04% 166
2024
Q1 		$581K Sell
10,020
-5,896
-37% -$308K 0.05% 173
2023
Q4 		$783K Sell
15,916
-1,014
-6% -$43.8K 0.06% 155
2023
Q3 		$692K Sell
16,930
-2,232
-12% -$96.4K 0.06% 162
2023
Q2 		$818K Sell
19,162
-2,992
-14% -$120K 0.07% 155
2023
Q1 		$828K Sell
22,154
-487
-2% -$21.2K 0.07% 166
2022
Q4 		$935K Sell
22,641
-820
-3% -$36.3K 0.09% 155
2022
Q3 		$944K Sell
23,461
-7,656
-25% -$329K 0.09% 152
2022
Q2 		$1.22M Buy
31,117
+9,856
+46% +$433K 0.12% 141
2022
Q1 		$1.03M Sell
21,261
-214
-1% -$11.5K 0.08% 158
2021
Q4 		$1.03M Sell
21,475
-225
-1% -$11.1K 0.08% 162
2021
Q3 		$1.01M Sell
21,700
-773
-3% -$35.8K 0.08% 158
2021
Q2 		$1.02M Buy
22,473
+330
+1% +$14.7K 0.09% 153
2021
Q1 		$865K Sell
22,143
-1,040
-4% -$36.8K 0.08% 155
2020
Q4 		$700K Buy
23,183
+100
+0.4% +$2.59K 0.07% 164
2020
Q3 		$543K Sell
23,083
-3,098
-12% -$76.3K 0.06% 177
2020
Q2 		$670K Sell
26,181
-4,529
-15% -$124K 0.08% 153
2020
Q1 		$881K Sell
30,710
-1,630
-5% -$69.3K 0.12% 139
2019
Q4 		$1.74M Sell
32,340
-347
-1% -$18.2K 0.19% 120
2019
Q3 		$1.65M Sell
32,687
-1,233
-4% -$58.1K 0.2% 115
2019
Q2 		$1.6M Sell
33,920
-1,894
-5% -$88.6K 0.2% 120
2019
Q1 		$1.73M Sell
35,814
-12,270
-26% -$603K 0.23% 111
2018
Q4 		$2.22M Sell
48,084
-5,137
-10% -$263K 0.33% 85
2018
Q3 		$2.8M Sell
53,221
-1,989
-4% -$114K 0.37% 78
2018
Q2 		$3.06M Sell
55,210
-1,561
-3% -$83.6K 0.44% 72
2018
Q1 		$2.98M Sell
56,771
-4,832
-8% -$287K 0.45% 68
2017
Q4 		$3.74M Sell
61,603
-4,580
-7% -$259K 0.58% 54
2017
Q3 		$3.65M Sell
66,183
-38,904
-37% -$2.07M 0.61% 56
2017
Q2 		$5.82M Sell
105,087
-17,232
-14% -$923K 0.98% 27
2017
Q1 		$6.81M Sell
122,319
-11,640
-9% -$660K 1.25% 17
2016
Q4 		$7.38M Sell
133,959
-24,267
-15% -$1.22M 1.49% 18
2016
Q3 		$7.01M Sell
158,226
-42,670
-21% -$2.04M 1.32% 21
2016
Q2 		$9.51M Sell
200,896
-11,765
-6% -$574K 1.94% 8
2016
Q1 		$10.3M Sell
212,661
-1,282
-0.6% -$62.8K 2.03% 6
2015
Q4 		$11.6M Buy
213,943
+5,621
+3% +$305K 2.29% 4
2015
Q3 		$10.7M Buy
208,322
+3,655
+2% +$201K 2.43% 4
2015
Q2 		$11.5M Sell
204,667
-2,247
-1% -$125K 2.58% 3
2015
Q1 		$11.3M Sell
206,914
-6,050
-3% -$327K 2.54% 3
2014
Q4 		$11.7M Buy
212,964
+3,217
+2% +$170K 2.67% 3
2014
Q3 		$10.9M Buy
209,747
+1,545
+0.7% +$79.5K 2.54% 3
2014
Q2 		$10.9M Sell
208,202
-3,789
-2% -$190K 2.56% 3
2014
Q1 		$10.5M Buy
211,991
+2,587
+1% +$121K 2.49% 3
2013
Q4 		$9.51M Buy
209,404
+2,125
+1% +$91.8K 2.28% 8
2013
Q3 		$8.56M Buy
207,279
+9,258
+5% +$395K 2.3% 7
2013
Q2 		$8.17M Buy
+198,021
New +$7.72M 2.36% 10

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Appleton Partners's WFC Position: Q2 2026 in Review

Appleton Partners reduced its Wells Fargo (WFC) stake by 3.8% in Q2 2026, selling an estimated $28.9K and leaving 9,017 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #172.

Appleton Partners first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q4 2014. 704 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Appleton Partners held 9,017 shares of Wells Fargo worth $745K as of Q2 2026.
  • Appleton Partners sold 360 Wells Fargo shares in Q2 2026, an estimated $28.9K.
  • Wells Fargo made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #172 holding.
  • Appleton Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Wells Fargo position peaked at $11.7M in Q4 2014.
  • 704 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.