Ayrshire Capital Management’s Wells Fargo WFC Stock Holding History

Ayrshire Capital 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	$207K	Sell	2,500 -1,100	-31%	-$88.4K	0.1%	49
2026 Q1	$287K	Sell	3,600 -1,593	-31%	-$137K	0.15%	46
2025 Q4	$484K	Hold	5,193	–	–	0.22%	41
2025 Q3	$435K	Hold	5,193	–	–	0.2%	41
2025 Q2	$416K	Buy	5,193 +1,493	+40%	+$108K	0.2%	42
2025 Q1	$266K	Sell	3,700 -2,800	-43%	-$210K	0.13%	46
2024 Q4	$457K	Hold	6,500	–	–	0.22%	41
2024 Q3	$367K	Hold	6,500	–	–	0.17%	46
2024 Q2	$386K	Buy	6,500 +700	+12%	+$41.3K	0.2%	45
2024 Q1	$336K	Sell	5,800 -1,710	-23%	-$89.5K	0.18%	44
2023 Q4	$370K	Buy	+7,510	New	+$324K	0.21%	43
2020 Q1	–	Sell	-22,488	Closed	-$1.21M	–	65
2019 Q4	$1.21M	Buy	+22,488	New	+$1.18M	1%	36

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ayrshire Capital Management's WFC Position: Q2 2026 in Review

Ayrshire Capital Management reduced its Wells Fargo (WFC) stake by 31% in Q2 2026, selling an estimated $88.4K and leaving 2,500 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #49.

Ayrshire Capital Management first reported a position in WFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2019. 2,856 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ayrshire Capital Management held 2,500 shares of Wells Fargo worth $207K as of Q2 2026.
Ayrshire Capital Management sold 1,100 Wells Fargo shares in Q2 2026, an estimated $88.4K.
Wells Fargo made up 0.1% of Ayrshire Capital Management's portfolio in Q2 2026, its #49 holding.
Ayrshire Capital Management first reported a position in Wells Fargo in Q4 2019 and has held it in 12 quarters since.
Ayrshire Capital Management's Wells Fargo position peaked at $1.21M in Q4 2019.
2,856 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ayrshire Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.