ACS
WFC icon

Archford Capital Strategies’s Wells Fargo WFC Stock Holding History

Archford Capital Strategies’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 		$418K Sell
5,056
-7,390
-59% -$594K 0.04% 269
2026
Q1 		$991K Sell
12,446
-2,186
-15% -$188K 0.11% 171
2025
Q4 		$1.36M Sell
14,632
-2,102
-13% -$182K 0.16% 130
2025
Q3 		$1.4M Sell
16,734
-9,258
-36% -$751K 0.17% 127
2025
Q2 		$2.08M Buy
25,992
+7,361
+40% +$531K 0.27% 88
2025
Q1 		$1.34M Buy
+18,631
New +$1.4M 0.2% 123
2023
Q4 		– Sell
-23,480
Closed -$959K – 286
2023
Q3 		$959K Sell
23,480
-1,147
-5% -$49.5K 0.19% 120
2023
Q2 		$1.14M Sell
24,627
-4,696
-16% -$189K 0.22% 113
2023
Q1 		$1.08M Buy
29,323
+1,605
+6% +$70K 0.23% 106
2022
Q4 		$1.14M Sell
27,718
-250
-0.9% -$11.1K 0.26% 94
2022
Q3 		$1.13M Buy
27,968
+1,285
+5% +$55.2K 0.29% 87
2022
Q2 		$1.04M Buy
26,683
+5,843
+28% +$256K 0.26% 94
2022
Q1 		$1M Buy
20,840
+3,862
+23% +$207K 0.22% 106
2021
Q4 		$815K Buy
16,978
+76
+0.4% +$3.74K 0.19% 137
2021
Q3 		$784K Buy
16,902
+1,193
+8% +$55.2K 0.18% 139
2021
Q2 		$711K Sell
15,709
-3,997
-20% -$178K 0.18% 142
2021
Q1 		$832K Sell
19,706
-34,407
-64% -$1.22M 0.22% 124
2020
Q4 		$1.8M Buy
54,113
+1,017
+2% +$26.3K 0.41% 67
2020
Q3 		$1.25M Buy
53,096
+2,046
+4% +$50.4K 0.33% 89
2020
Q2 		$1.31M Buy
51,050
+1,491
+3% +$40.8K 0.39% 81
2020
Q1 		$1.42M Buy
49,559
+1,859
+4% +$79K 0.56% 52
2019
Q4 		$2.57M Buy
47,700
+3,974
+9% +$208K 0.89% 27
2019
Q3 		$2.21M Sell
43,726
-145
-0.3% -$6.83K 0.82% 33
2019
Q2 		$2.08M Sell
43,871
-5,785
-12% -$271K 0.76% 33
2019
Q1 		$2.4M Sell
49,656
-414
-0.8% -$20.4K 0.88% 25
2018
Q4 		$2.31M Buy
50,070
+1,841
+4% +$94.3K 0.93% 25
2018
Q3 		$2.54M Buy
48,229
+4,652
+11% +$266K 0.92% 20
2018
Q2 		$2.42M Sell
43,577
-1,764
-4% -$94.5K 0.85% 21
2018
Q1 		$2.75M Buy
45,341
+55
+0.1% +$3.27K 1.15% 22
2017
Q4 		$2.75M Buy
45,286
+16,572
+58% +$936K 1.02% 23
2017
Q3 		$1.58M Sell
28,714
-1,312
-4% -$69.7K 0.59% 49
2017
Q2 		$1.66M Buy
30,026
+89
+0.3% +$4.77K 0.66% 45
2017
Q1 		$1.66M Buy
29,937
+3,647
+14% +$207K 0.63% 44
2016
Q4 		$1.45M Buy
26,290
+996
+4% +$50.1K 0.61% 47
2016
Q3 		$1.12M Buy
25,294
+3,264
+15% +$156K 0.46% 72
2016
Q2 		$1.04M Sell
22,030
-17,499
-44% -$853K 0.55% 54
2016
Q1 		$1.91M Buy
39,529
+1,624
+4% +$79.5K 0.92% 30
2015
Q4 		$2.08M Buy
37,905
+21,083
+125% +$1.14M 0.95% 26
2015
Q3 		$864K Buy
16,822
+1,484
+10% +$81.6K 0.65% 48
2015
Q2 		$862K Buy
15,338
+813
+6% +$45.3K 0.61% 47
2015
Q1 		$790K Buy
14,525
+1,056
+8% +$57.1K 0.54% 57
2014
Q4 		$738K Buy
13,469
+18
+0.1% +$953 0.54% 61
2014
Q3 		$698K Sell
13,451
-183
-1% -$9.41K 0.55% 62
2014
Q2 		$717K Buy
13,634
+671
+5% +$33.7K 0.55% 61
2014
Q1 		$645K Buy
+12,963
New +$604K 0.54% 62

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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Archford Capital Strategies's WFC Position: Q2 2026 in Review

Archford Capital Strategies reduced its Wells Fargo (WFC) stake by 59% in Q2 2026, selling an estimated $594K and leaving 5,056 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #269.

Archford Capital Strategies first reported a position in WFC in Q1 2014 and has held it in 45 quarters since. The position peaked at $2.75M in Q1 2018. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Archford Capital Strategies held 5,056 shares of Wells Fargo worth $418K as of Q2 2026.
  • Archford Capital Strategies sold 7,390 Wells Fargo shares in Q2 2026, an estimated $594K.
  • Wells Fargo made up 0.04% of Archford Capital Strategies's portfolio in Q2 2026, its #269 holding.
  • Archford Capital Strategies first reported a position in Wells Fargo in Q1 2014 and has held it in 45 quarters since.
  • Archford Capital Strategies's Wells Fargo position peaked at $2.75M in Q1 2018.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.