Atlas Brown’s Wells Fargo WFC Stock Holding History

Atlas Brown’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	$514K	Sell	6,215 -40	-0.6%	-$3.21K	0.14%	146
2026 Q1	$498K	Buy	6,255 +20	+0.3%	+$1.72K	0.15%	134
2025 Q4	$581K	Buy	6,235 +6	+0.1%	+$521	0.17%	119
2025 Q3	$522K	Buy	6,229 +35	+0.6%	+$2.84K	0.15%	129
2025 Q2	$496K	Sell	6,194 -609	-9%	-$43.9K	0.16%	128
2025 Q1	$488K	Buy	6,803 +50	+0.7%	+$3.75K	0.17%	127
2024 Q4	$474K	Buy	6,753 +55	+0.8%	+$3.75K	0.16%	126
2024 Q3	$378K	Buy	6,698 +25	+0.4%	+$1.41K	0.13%	146
2024 Q2	$396K	Buy	6,673 +495	+8%	+$29.2K	0.14%	141
2024 Q1	$358K	Buy	6,178 +232	+4%	+$12.1K	0.13%	145
2023 Q4	$293K	Buy	5,946 +84	+1%	+$3.63K	0.12%	150
2023 Q3	$240K	Sell	5,862 -43	-0.7%	-$1.86K	0.11%	160
2023 Q2	$252K	Hold	5,905	–	–	0.11%	161
2023 Q1	$221K	Buy	5,905 +302	+5%	+$13.2K	0.1%	165
2022 Q4	$231K	Buy	5,603 +165	+3%	+$7.3K	0.11%	159
2022 Q3	$219K	Hold	5,438	–	–	0.11%	155
2022 Q2	$213K	Hold	5,438	–	–	0.1%	163
2022 Q1	$264K	Hold	5,438	–	–	0.11%	157
2021 Q4	$261K	Buy	5,438 +1	+0%	+$49	0.1%	160
2021 Q3	$252K	Hold	5,437	–	–	0.11%	153
2021 Q2	$246K	Hold	5,437	–	–	0.11%	160
2021 Q1	$212K	Buy	+5,437	New	+$192K	0.1%	161
2020 Q4	–	Sell	-8,611	Closed	-$202K	–	163
2020 Q3	$202K	Sell	8,611 -1,663	-16%	-$41K	0.12%	148
2020 Q2	$263K	Buy	10,274 +1	+0%	+$27	0.17%	128
2020 Q1	$295K	Sell	10,273 -764	-7%	-$32.5K	0.23%	105
2019 Q4	$594K	Buy	11,037 +101	+0.9%	+$5.29K	0.37%	80
2019 Q3	$552K	Buy	10,936 +822	+8%	+$38.7K	0.39%	78
2019 Q2	$479K	Hold	10,114	–	–	0.33%	85
2019 Q1	$489K	Sell	10,114 -2,100	-17%	-$103K	0.35%	84
2018 Q4	$563K	Sell	12,214 -24	-0.2%	-$1.23K	0.43%	68
2018 Q3	$643K	Buy	12,238 +139	+1%	+$7.94K	0.39%	75
2018 Q2	$685K	Hold	12,099	–	–	0.16%	66
2018 Q1	$634K	Buy	12,099 +2,200	+22%	+$131K	0.12%	73
2017 Q4	$648K	Sell	9,899 -1,225	-11%	-$69.2K	0.12%	71
2017 Q3	$613K	Buy	11,124 +3,953	+55%	+$210K	0.13%	69
2017 Q2	$397K	Sell	7,171 -453	-6%	-$24.3K	0.35%	87
2017 Q1	$424K	Sell	7,624 -1,549	-17%	-$87.9K	0.33%	81
2016 Q4	$406K	Hold	9,173	–	–	0.17%	81
2016 Q3	$406K	Sell	9,173 -146	-2%	-$6.99K	0.17%	81
2016 Q2	$441K	Buy	9,319 +253	+3%	+$12.3K	0.18%	72
2016 Q1	$438K	Buy	9,066 +740	+9%	+$36.2K	0.18%	70
2015 Q4	$404K	Buy	8,326 +1,517	+22%	+$82.4K	0.26%	68
2015 Q3	$350K	Buy	6,809 +484	+8%	+$26.6K	0.15%	76
2015 Q2	$366K	Sell	6,325 -572	-8%	-$31.9K	0.14%	79
2015 Q1	$375K	Buy	6,897 +1,152	+20%	+$62.3K	0.1%	79
2014 Q4	$315K	Buy	5,745 +300	+6%	+$15.9K	0.09%	84
2014 Q3	$282K	Sell	5,445 -1,486	-21%	-$76.4K	0.1%	87
2014 Q2	$364K	Hold	6,931	–	–	0.18%	73
2014 Q1	$345K	Buy	6,931 +775	+13%	+$36.1K	0.19%	65
2013 Q4	$279K	Buy	6,156 +226	+4%	+$9.76K	0.2%	61
2013 Q3	$245K	Sell	5,930 -5,152	-46%	-$220K	0.18%	63
2013 Q2	$457K	Buy	+11,082	New	+$432K	0.1%	85

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Atlas Brown's WFC Position: Q2 2026 in Review

Atlas Brown reduced its Wells Fargo (WFC) stake by 0.64% in Q2 2026, selling an estimated $3.21K and leaving 6,215 shares worth $514K. The position accounts for 0.14% of the portfolio, ranked #146.

Atlas Brown first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $685K in Q2 2018. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Atlas Brown held 6,215 shares of Wells Fargo worth $514K as of Q2 2026.
Atlas Brown sold 40 Wells Fargo shares in Q2 2026, an estimated $3.21K.
Wells Fargo made up 0.14% of Atlas Brown's portfolio in Q2 2026, its #146 holding.
Atlas Brown first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Atlas Brown's Wells Fargo position peaked at $685K in Q2 2018.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.