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Aull & Monroe Investment Management’s Wells Fargo WFC Stock Holding History

Aull & Monroe 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 		$490K Sell
5,935
-12
-0.2% -$964 0.21% 85
2026
Q1 		$473K Hold
5,947
– – 0.22% 82
2025
Q4 		$554K Sell
5,947
-312
-5% -$27.1K 0.28% 67
2025
Q3 		$525K Sell
6,259
-259
-4% -$21K 0.27% 74
2025
Q2 		$522K Sell
6,518
-200
-3% -$14.4K 0.28% 72
2025
Q1 		$482K Sell
6,718
-122
-2% -$9.16K 0.24% 79
2024
Q4 		$480K Sell
6,840
-1,427
-17% -$97.4K 0.25% 80
2024
Q3 		$467K Sell
8,267
-277
-3% -$15.7K 0.22% 87
2024
Q2 		$507K Hold
8,544
– – 0.25% 83
2024
Q1 		$495K Sell
8,544
-1,473
-15% -$77.1K 0.23% 88
2023
Q4 		$493K Sell
10,017
-680
-6% -$29.3K 0.24% 82
2023
Q3 		$437K Sell
10,697
-161
-1% -$6.95K 0.23% 88
2023
Q2 		$463K Hold
10,858
– – 0.23% 86
2023
Q1 		$406K Sell
10,858
-47
-0.4% -$2.05K 0.21% 89
2022
Q4 		$450K Sell
10,905
-570
-5% -$25.2K 0.22% 85
2022
Q3 		$462K Sell
11,475
-354
-3% -$15.2K 0.25% 80
2022
Q2 		$464K Hold
11,829
– – 0.23% 88
2022
Q1 		$573K Buy
11,829
+300
+3% +$16.1K 0.26% 81
2021
Q4 		$553K Sell
11,529
-106
-0.9% -$5.22K 0.25% 85
2021
Q3 		$540K Sell
11,635
-200
-2% -$9.26K 0.27% 83
2021
Q2 		$536K Sell
11,835
-235
-2% -$10.5K 0.25% 85
2021
Q1 		$472K Hold
12,070
– – 0.23% 87
2020
Q4 		$364K Sell
12,070
-239
-2% -$6.19K 0.19% 99
2020
Q3 		$289K Buy
12,309
+455
+4% +$11.2K 0.17% 107
2020
Q2 		$303K Sell
11,854
-1,030
-8% -$28.2K 0.19% 104
2020
Q1 		$370K Sell
12,884
-907
-7% -$38.6K 0.25% 88
2019
Q4 		$742K Hold
13,791
– – 0.38% 73
2019
Q3 		$696K Sell
13,791
-70
-0.5% -$3.3K 0.37% 73
2019
Q2 		$656K Sell
13,861
-200
-1% -$9.35K 0.35% 75
2019
Q1 		$679K Sell
14,061
-1,755
-11% -$86.3K 0.36% 76
2018
Q4 		$728K Sell
15,816
-889
-5% -$45.5K 0.42% 70
2018
Q3 		$878K Sell
16,705
-769
-4% -$43.9K 0.42% 73
2018
Q2 		$968K Sell
17,474
-2,241
-11% -$120K 0.5% 64
2018
Q1 		$1.03M Hold
19,715
– – 0.54% 61
2017
Q4 		$1.2M Sell
19,715
-1,204
-6% -$68K 0.6% 52
2017
Q3 		$1.15M Sell
20,919
-650
-3% -$34.5K 0.59% 53
2017
Q2 		$1.2M Hold
21,569
– – 0.64% 51
2017
Q1 		$1.2M Sell
21,569
-194
-0.9% -$11K 0.64% 54
2016
Q4 		$1.2M Sell
21,763
-100
-0.5% -$5.03K 0.67% 52
2016
Q3 		$968K Sell
21,863
-1,035
-5% -$49.5K 0.56% 61
2016
Q2 		$1.08M Hold
22,898
– – 0.62% 56
2016
Q1 		$1.11M Sell
22,898
-336
-1% -$16.5K 0.66% 51
2015
Q4 		$1.26M Sell
23,234
-336
-1% -$18.2K 0.78% 45
2015
Q3 		$1.21M Sell
23,570
-122
-0.5% -$6.71K 0.78% 46
2015
Q2 		$1.36M Sell
23,692
-485
-2% -$27K 0.8% 46
2015
Q1 		$1.31M Hold
24,177
– – 0.74% 50
2014
Q4 		$1.33M Sell
24,177
-458
-2% -$24.2K 0.72% 51
2014
Q3 		$1.28M Buy
24,635
+104
+0.4% +$5.35K 0.68% 53
2014
Q2 		$1.29M Buy
24,531
+275
+1% +$13.8K 0.69% 55
2014
Q1 		$1.21M Sell
24,256
-100
-0.4% -$4.66K 0.69% 53
2013
Q4 		$1.11M Buy
24,356
+4,250
+21% +$184K 0.65% 57
2013
Q3 		$831K Sell
20,106
-278
-1% -$11.9K 0.54% 62
2013
Q2 		$841K Buy
+20,384
New +$794K 0.57% 61

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Aull & Monroe Investment Management's WFC Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Wells Fargo (WFC) stake by 0.2% in Q2 2026, selling an estimated $964 and leaving 5,935 shares worth $490K. The position accounts for 0.21% of the portfolio, ranked #85.

Aull & Monroe Investment Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.36M in Q2 2015. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Aull & Monroe Investment Management held 5,935 shares of Wells Fargo worth $490K as of Q2 2026.
  • Aull & Monroe Investment Management sold 12 Wells Fargo shares in Q2 2026, an estimated $964.
  • Wells Fargo made up 0.21% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #85 holding.
  • Aull & Monroe Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Wells Fargo position peaked at $1.36M in Q2 2015.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.