BigSur Wealth Management’s Wells Fargo WFC Stock Holding History

BigSur Wealth 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	$562K	Hold	6,800	–	–	0.14%	119
2026 Q1	$541K	Sell	6,800 -750	-10%	-$64.4K	0.15%	116
2025 Q4	$704K	Hold	7,550	–	–	0.17%	102
2025 Q3	$633K	Hold	7,550	–	–	0.16%	108
2025 Q2	$605K	Hold	7,550	–	–	0.15%	110
2025 Q1	$542K	Buy	+7,550	New	+$567K	0.15%	114
2021 Q3	–	Sell	-7,000	Closed	-$317K	–	127
2021 Q2	$317K	Sell	7,000 -2,000	-22%	-$89.3K	0.14%	93
2021 Q1	$352K	Buy	9,000 +2,000	+29%	+$70.8K	0.18%	84
2020 Q4	$211K	Buy	+7,000	New	+$181K	0.12%	96
2020 Q2	–	Sell	-7,450	Closed	-$214K	–	113
2020 Q1	$214K	Sell	7,450 -600	-7%	-$25.5K	0.16%	89
2019 Q4	$433K	Hold	8,050	–	–	0.24%	76
2019 Q3	$406K	Hold	8,050	–	–	0.27%	73
2019 Q2	$384K	Hold	8,050	–	–	0.27%	73
2019 Q1	$389K	Hold	8,050	–	–	0.26%	72
2018 Q4	$371K	Buy	8,050 +1,050	+15%	+$53.8K	0.26%	68
2018 Q3	$368K	Sell	7,000 -2,900	-29%	-$166K	0.23%	68
2018 Q2	$549K	Hold	9,900	–	–	0.4%	46
2018 Q1	$519K	Buy	9,900 +400	+4%	+$23.8K	0.37%	55
2017 Q4	$576K	Hold	9,500	–	–	0.57%	44
2017 Q3	$524K	Sell	9,500 -3,500	-27%	-$186K	0.53%	50
2017 Q2	$688K	Hold	13,000	–	–	0.7%	37
2017 Q1	$716K	Hold	13,000	–	–	0.77%	31
2016 Q4	$716K	Buy	+13,000	New	+$654K	0.96%	25

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

BigSur Wealth Management's WFC Position: Q2 2026 in Review

BigSur Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 6,800 shares worth $562K. The position accounts for 0.14% of the portfolio, ranked #119.

BigSur Wealth Management first reported a position in WFC in Q4 2016 and has held it in 23 quarters since. The position peaked at $716K in Q1 2017. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

BigSur Wealth Management held 6,800 shares of Wells Fargo worth $562K as of Q2 2026.
BigSur Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.14% of BigSur Wealth Management's portfolio in Q2 2026, its #119 holding.
BigSur Wealth Management first reported a position in Wells Fargo in Q4 2016 and has held it in 23 quarters since.
BigSur Wealth Management's Wells Fargo position peaked at $716K in Q1 2017.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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