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Aspen Investment Management’s Wells Fargo WFC Stock Holding History

Aspen 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 		$887K Sell
10,738
-100
-0.9% -$8.04K 0.24% 104
2026
Q1 		$863K Buy
10,838
+100
+0.9% +$8.59K 0.26% 95
2025
Q4 		$1M Hold
10,738
– – 0.3% 90
2025
Q3 		$900K Hold
10,738
– – 0.35% 80
2025
Q2 		$860K Buy
10,738
+575
+6% +$41.5K 0.36% 75
2025
Q1 		$730K Buy
10,163
+687
+7% +$51.6K 0.34% 81
2024
Q4 		$666K Sell
9,476
-4
-0% -$273 0.31% 83
2024
Q3 		$536K Hold
9,480
– – 0.25% 94
2024
Q2 		$563K Sell
9,480
-100
-1% -$5.9K 0.28% 93
2024
Q1 		$555K Hold
9,580
– – 0.28% 95
2023
Q4 		$472K Hold
9,580
– – 0.26% 91
2023
Q3 		$391K Hold
9,580
– – 0.24% 102
2023
Q2 		$409K Hold
9,580
– – 0.24% 100
2023
Q1 		$358K Sell
9,580
-500
-5% -$21.8K 0.23% 98
2022
Q4 		$416K Sell
10,080
-11
-0.1% -$487 0.27% 96
2022
Q3 		$406K Hold
10,091
– – 0.27% 100
2022
Q2 		$395K Sell
10,091
-100
-1% -$4.39K 0.25% 103
2022
Q1 		$494K Sell
10,191
-438
-4% -$23.4K 0.26% 100
2021
Q4 		$510K Sell
10,629
-9
-0.1% -$443 0.25% 103
2021
Q3 		$494K Buy
10,638
+20
+0.2% +$926 0.26% 97
2021
Q2 		$481K Sell
10,618
-104
-1% -$4.64K 0.25% 101
2021
Q1 		$419K Sell
10,722
-105
-1% -$3.72K 0.23% 98
2020
Q4 		$327K Sell
10,827
-787
-7% -$20.4K 0.19% 107
2020
Q3 		$273K Sell
11,614
-13,993
-55% -$345K 0.18% 103
2020
Q2 		$656K Sell
25,607
-155
-0.6% -$4.24K 0.47% 69
2020
Q1 		$739K Buy
25,762
+11,110
+76% +$472K 0.64% 51
2019
Q4 		$788K Hold
14,652
– – 0.49% 70
2019
Q3 		$739K Sell
14,652
-250
-2% -$11.8K 0.49% 70
2019
Q2 		$705K Sell
14,902
-300
-2% -$14K 0.46% 72
2019
Q1 		$735K Sell
15,202
-1,425
-9% -$70.1K 0.51% 66
2018
Q4 		$766K Sell
16,627
-300
-2% -$15.4K 0.61% 54
2018
Q3 		$890K Sell
16,927
-223
-1% -$12.7K 0.59% 57
2018
Q2 		$951K Hold
17,150
– – 0.66% 45
2018
Q1 		$899K Sell
17,150
-224
-1% -$13.3K 0.64% 47
2017
Q4 		$1.05M Sell
17,374
-100
-0.6% -$5.65K 0.75% 40
2017
Q3 		$964K Sell
17,474
-200
-1% -$10.6K 0.72% 40
2017
Q2 		$979K Hold
17,674
– – 0.74% 35
2017
Q1 		$984K Sell
17,674
-300
-2% -$17K 0.73% 34
2016
Q4 		$991K Hold
17,974
– – 0.75% 32
2016
Q3 		$796K Sell
17,974
-125
-0.7% -$5.98K 0.63% 39
2016
Q2 		$857K Hold
18,099
– – 0.71% 38
2016
Q1 		$875K Sell
18,099
-74
-0.4% -$3.62K 0.8% 32
2015
Q4 		$988K Hold
18,173
– – 0.98% 26
2015
Q3 		$933K Sell
18,173
-280
-2% -$15.4K 0.91% 30
2015
Q2 		$1.04M Hold
18,453
– – 0.87% 26
2015
Q1 		$1M Buy
18,453
+300
+2% +$16.2K 0.8% 32
2014
Q4 		$995K Hold
18,153
– – 0.84% 33
2014
Q3 		$942K Sell
18,153
-12,000
-40% -$617K 0.79% 36
2014
Q2 		$1.58M Sell
30,153
-110
-0.4% -$5.53K 0.97% 30
2014
Q1 		$1.5M Buy
30,263
+14
+0% +$652 0.96% 30
2013
Q4 		$1.37M Sell
30,249
-1,548
-5% -$66.9K 0.92% 34
2013
Q3 		$1.31M Sell
31,797
-11
-0% -$470 0.93% 33
2013
Q2 		$1.31M Buy
+31,808
New +$1.24M 0.89% 34

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Aspen Investment Management's WFC Position: Q2 2026 in Review

Aspen Investment Management reduced its Wells Fargo (WFC) stake by 0.92% in Q2 2026, selling an estimated $8.04K and leaving 10,738 shares worth $887K. The position accounts for 0.24% of the portfolio, ranked #104.

Aspen Investment Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.58M in Q2 2014. 1,014 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aspen Investment Management held 10,738 shares of Wells Fargo worth $887K as of Q2 2026.
  • Aspen Investment Management sold 100 Wells Fargo shares in Q2 2026, an estimated $8.04K.
  • Wells Fargo made up 0.24% of Aspen Investment Management's portfolio in Q2 2026, its #104 holding.
  • Aspen Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Wells Fargo position peaked at $1.58M in Q2 2014.
  • 1,014 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.