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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
2021
Q2 		– Sell
-2,000
Closed -$78K – 236
2021
Q1 		$78K Buy
+2,000
New +$70.8K 0.01% 202

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.