Bill Few Associates’s Wells Fargo WFC Stock Holding History

Bill Few Associates’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	$324K	Sell	3,915 -448	-10%	-$36K	0.07%	170
2026 Q1	$347K	Buy	4,363 +100	+2%	+$8.59K	0.08%	150
2025 Q4	$397K	Hold	4,263	–	–	0.1%	136
2025 Q3	$357K	Sell	4,263 -156	-4%	-$12.7K	0.09%	142
2025 Q2	$354K	Sell	4,419 -68	-2%	-$4.9K	0.1%	136
2025 Q1	$322K	Hold	4,487	–	–	0.12%	131
2024 Q4	$315K	Hold	4,487	–	–	0.11%	134
2024 Q3	$253K	Buy	4,487 +117	+3%	+$6.62K	0.09%	148
2024 Q2	$260K	Sell	4,370 -288	-6%	-$17K	0.1%	143
2024 Q1	$270K	Buy	4,658 +23	+0.5%	+$1.2K	0.11%	136
2023 Q4	$228K	Buy	+4,635	New	+$200K	0.1%	137
2022 Q2	–	Sell	-5,175	Closed	-$251K	–	127
2022 Q1	$251K	Buy	5,175 +500	+11%	+$26.8K	0.14%	105
2021 Q4	$224K	Buy	+4,675	New	+$230K	0.12%	108

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bill Few Associates's WFC Position: Q2 2026 in Review

Bill Few Associates reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $36K and leaving 3,915 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #170.

Bill Few Associates first reported a position in WFC in Q4 2021 and has held it in 13 quarters since. The position peaked at $397K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bill Few Associates held 3,915 shares of Wells Fargo worth $324K as of Q2 2026.
Bill Few Associates sold 448 Wells Fargo shares in Q2 2026, an estimated $36K.
Wells Fargo made up 0.07% of Bill Few Associates's portfolio in Q2 2026, its #170 holding.
Bill Few Associates first reported a position in Wells Fargo in Q4 2021 and has held it in 13 quarters since.
Bill Few Associates's Wells Fargo position peaked at $397K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.