Atwood & Palmer’s Wells Fargo WFC Stock Holding History

Atwood & Palmer’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	$242K	Sell	2,925 -73	-2%	-$5.87K	0.01%	154
2026 Q1	$239K	Sell	2,998 -158	-5%	-$13.6K	0.01%	152
2025 Q4	$294K	Hold	3,156	–	–	0.02%	129
2025 Q3	$265K	Hold	3,156	–	–	0.02%	142
2025 Q2	$253K	Buy	3,156 +231	+8%	+$16.7K	0.02%	139
2025 Q1	$210K	Sell	2,925 -1,500	-34%	-$113K	0.01%	147
2024 Q4	$311K	Sell	4,425 -1,500	-25%	-$102K	0.02%	126
2024 Q3	$335K	Hold	5,925	–	–	0.02%	124
2024 Q2	$352K	Hold	5,925	–	–	0.03%	118
2024 Q1	$343K	Sell	5,925 -3,523	-37%	-$184K	0.03%	121
2023 Q4	$465K	Buy	9,448 +28	+0.3%	+$1.21K	0.04%	108
2023 Q3	$385K	Hold	9,420	–	–	0.03%	112
2023 Q2	$402K	Hold	9,420	–	–	0.04%	114
2023 Q1	$352K	Buy	9,420 +1,620	+21%	+$70.6K	0.03%	110
2022 Q4	$322K	Hold	7,800	–	–	0.03%	122
2022 Q3	$314K	Hold	7,800	–	–	0.03%	122
2022 Q2	$306K	Sell	7,800 -2,228	-22%	-$97.8K	0.03%	117
2022 Q1	$486K	Sell	10,028 -679	-6%	-$36.3K	0.04%	108
2021 Q4	$514K	Hold	10,707	–	–	0.04%	111
2021 Q3	$497K	Buy	10,707 +500	+5%	+$23.1K	0.04%	106
2021 Q2	$462K	Sell	10,207 -850	-8%	-$38K	0.04%	113
2021 Q1	$432K	Sell	11,057 -64	-0.6%	-$2.27K	0.04%	115
2020 Q4	$336K	Buy	11,121 +643	+6%	+$16.6K	0.04%	121
2020 Q3	$246K	Hold	10,478	–	–	0.03%	121
2020 Q2	$268K	Sell	10,478 -1,984	-16%	-$54.3K	0.04%	110
2020 Q1	$358K	Buy	12,462 +884	+8%	+$37.6K	0.06%	89
2019 Q4	$623K	Hold	11,578	–	–	0.08%	77
2019 Q3	$584K	Sell	11,578 -1,000	-8%	-$47.1K	0.08%	81
2019 Q2	$595K	Sell	12,578 -800	-6%	-$37.4K	0.08%	82
2019 Q1	$646K	Hold	13,378	–	–	0.09%	77
2018 Q4	$616K	Hold	13,378	–	–	0.1%	79
2018 Q3	$703K	Sell	13,378 -128	-0.9%	-$7.31K	0.09%	76
2018 Q2	$749K	Sell	13,506 -7,772	-37%	-$416K	0.1%	71
2018 Q1	$1.11M	Sell	21,278 -3,000	-12%	-$178K	0.16%	65
2017 Q4	$1.47M	Sell	24,278 -2,500	-9%	-$141K	0.21%	59
2017 Q3	$1.48M	Sell	26,778 -2,116	-7%	-$112K	0.21%	57
2017 Q2	$1.6M	Buy	28,894 +6,000	+26%	+$321K	0.25%	56
2017 Q1	$1.27M	Sell	22,894 -133	-0.6%	-$7.55K	0.2%	60
2016 Q4	$1.27M	Sell	23,027 -6,049	-21%	-$304K	0.23%	55
2016 Q3	$1.29M	Sell	29,076 -465	-2%	-$22.3K	0.23%	55
2016 Q2	$1.4M	Hold	29,541	–	–	0.25%	56
2016 Q1	$1.43M	Sell	29,541 -2,624	-8%	-$128K	0.25%	59
2015 Q4	$1.75M	Buy	32,165 +1,000	+3%	+$54.3K	0.33%	55
2015 Q3	$1.6M	Hold	31,165	–	–	0.31%	57
2015 Q2	$1.75M	Buy	31,165 +400	+1%	+$22.3K	0.32%	58
2015 Q1	$1.67M	Buy	30,765 +18,950	+160%	+$1.02M	0.3%	58
2014 Q4	$648K	Sell	11,815 -269	-2%	-$14.2K	0.12%	80
2014 Q3	$627K	Buy	12,084 +816	+7%	+$42K	0.12%	84
2014 Q2	$592K	Buy	11,268 +2,344	+26%	+$118K	0.16%	81
2014 Q1	$444K	Buy	8,924 +355	+4%	+$16.5K	0.1%	84
2013 Q4	$389K	Buy	8,569 +271	+3%	+$11.7K	0.1%	84
2013 Q3	$343K	Hold	8,298	–	–	0.09%	87
2013 Q2	$342K	Buy	+8,298	New	+$323K	0.09%	83

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Atwood & Palmer's WFC Position: Q2 2026 in Review

Atwood & Palmer reduced its Wells Fargo (WFC) stake by 2.4% in Q2 2026, selling an estimated $5.87K and leaving 2,925 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #154.

Atwood & Palmer first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.75M in Q2 2015. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Atwood & Palmer held 2,925 shares of Wells Fargo worth $242K as of Q2 2026.
Atwood & Palmer sold 73 Wells Fargo shares in Q2 2026, an estimated $5.87K.
Wells Fargo made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #154 holding.
Atwood & Palmer first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Wells Fargo position peaked at $1.75M in Q2 2015.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.