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Aspiriant LLC’s Wells Fargo WFC Stock Holding History

Aspiriant LLC’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 		$1.96M Buy
23,728
+1,074
+5% +$86.3K 0.05% 116
2026
Q1 		$1.8M Buy
22,654
+872
+4% +$74.9K 0.05% 118
2025
Q4 		$2.03M Buy
21,782
+95
+0.4% +$8.25K 0.06% 109
2025
Q3 		$1.82M Sell
21,687
-963
-4% -$78.1K 0.06% 106
2025
Q2 		$1.81M Buy
22,650
+769
+4% +$55.4K 0.06% 108
2025
Q1 		$1.57M Sell
21,881
-170
-0.8% -$12.8K 0.05% 108
2024
Q4 		$1.55M Sell
22,051
-2,379
-10% -$162K 0.06% 112
2024
Q3 		$1.38M Buy
24,430
+977
+4% +$55.3K 0.05% 118
2024
Q2 		$1.39M Sell
23,453
-2,148
-8% -$127K 0.06% 109
2024
Q1 		$1.48M Sell
25,601
-746
-3% -$39K 0.06% 114
2023
Q4 		$1.3M Sell
26,347
-809
-3% -$34.9K 0.06% 122
2023
Q3 		$1.11M Buy
27,156
+901
+3% +$38.9K 0.06% 127
2023
Q2 		$1.12M Buy
26,255
+168
+0.6% +$6.76K 0.06% 125
2023
Q1 		$975K Sell
26,087
-4,791
-16% -$209K 0.05% 133
2022
Q4 		$1.27M Buy
30,878
+934
+3% +$41.3K 0.07% 112
2022
Q3 		$1.2M Sell
29,944
-211
-0.7% -$9.06K 0.06% 105
2022
Q2 		$1.18M Sell
30,155
-171
-0.6% -$7.5K 0.06% 108
2022
Q1 		$1.47M Buy
30,326
+4,768
+19% +$255K 0.08% 105
2021
Q4 		$1.23M Buy
25,558
+842
+3% +$41.5K 0.07% 118
2021
Q3 		$1.15M Sell
24,716
-125
-0.5% -$5.79K 0.07% 110
2021
Q2 		$1.13M Buy
24,841
+2,632
+12% +$118K 0.06% 107
2021
Q1 		$868K Buy
22,209
+1
+0% +$35 0.06% 115
2020
Q4 		$670K Sell
22,208
-11,348
-34% -$294K 0.05% 132
2020
Q3 		$789K Buy
33,556
+9,125
+37% +$225K 0.06% 117
2020
Q2 		$624K Sell
24,431
-4,523
-16% -$124K 0.06% 117
2020
Q1 		$833K Sell
28,954
-461
-2% -$19.6K 0.08% 88
2019
Q4 		$1.58M Sell
29,415
-12
-0% -$629 0.15% 67
2019
Q3 		$1.49M Sell
29,427
-2,912
-9% -$137K 0.13% 80
2019
Q2 		$1.53M Sell
32,339
-2,053
-6% -$96K 0.13% 87
2019
Q1 		$1.66M Sell
34,392
-10,191
-23% -$501K 0.14% 85
2018
Q4 		$2.06M Buy
44,583
+973
+2% +$49.8K 0.16% 79
2018
Q3 		$2.29M Sell
43,610
-14,907
-25% -$851K 0.2% 75
2018
Q2 		$3.24M Buy
58,517
+8,739
+18% +$468K 0.28% 58
2018
Q1 		$2.61M Buy
+49,778
New +$2.96M 0.23% 63
2017
Q4 		– Sell
-43,402
Closed -$2.39M – 188
2017
Q3 		$2.39M Sell
43,402
-34,822
-45% -$1.85M 0.2% 68
2017
Q2 		$4.33M Buy
78,224
+9,499
+14% +$509K 0.38% 44
2017
Q1 		$3.83M Buy
68,725
+7,755
+13% +$440K 0.33% 52
2016
Q4 		$3.36M Buy
60,970
+313
+0.5% +$15.7K 0.3% 49
2016
Q3 		$2.69M Buy
60,657
+7,610
+14% +$364K 0.27% 55
2016
Q2 		$2.96M Sell
53,047
-3,914
-7% -$191K 0.28% 64
2016
Q1 		$2.75M Buy
+56,961
New +$2.79M 0.26% 56
2015
Q4 		– Sell
-23,557
Closed -$1.32M – 104
2015
Q3 		$1.32M Buy
23,557
+774
+3% +$42.6K 0.11% 49
2015
Q2 		$1.28M Buy
+22,783
New +$1.27M 0.13% 40

Other funds holding WFC

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Aspiriant LLC's WFC Position: Q2 2026 in Review

Aspiriant LLC increased its Wells Fargo (WFC) stake by 4.7% in Q2 2026, buying an estimated $86.3K and bringing the position to 23,728 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #116.

Aspiriant LLC first reported a position in WFC in Q2 2015 and has held it in 43 quarters since. The position peaked at $4.33M in Q2 2017. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aspiriant LLC held 23,728 shares of Wells Fargo worth $1.96M as of Q2 2026.
  • Aspiriant LLC bought 1,074 Wells Fargo shares in Q2 2026, an estimated $86.3K.
  • Wells Fargo made up 0.05% of Aspiriant LLC's portfolio in Q2 2026, its #116 holding.
  • Aspiriant LLC first reported a position in Wells Fargo in Q2 2015 and has held it in 43 quarters since.
  • Aspiriant LLC's Wells Fargo position peaked at $4.33M in Q2 2017.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.