Brooks Moore & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.11M | Hold |
13,485
| – | – | 0.5% | 57 |
|
|
2026
Q1 | $1.07M | Hold |
13,485
| – | – | 0.54% | 51 |
|
|
2025
Q4 | $1.26M | Hold |
13,485
| – | – | 0.62% | 52 |
|
|
2025
Q3 | $1.13M | Buy |
13,485
+200
| +2% | +$16.2K | 0.57% | 53 |
|
|
2025
Q2 | $1.07M | Sell |
13,285
-200
| -1% | -$14.4K | 0.58% | 51 |
|
|
2025
Q1 | $968K | Hold |
13,485
| – | – | 0.55% | 51 |
|
|
2024
Q4 | $947K | Sell |
13,485
-750
| -5% | -$51.2K | 0.56% | 49 |
|
|
2024
Q3 | $804K | Buy |
14,235
+135
| +1% | +$7.63K | 0.47% | 54 |
|
|
2024
Q2 | $837K | Hold |
14,100
| – | – | 0.54% | 49 |
|
|
2024
Q1 | $817K | Hold |
14,100
| – | – | 0.52% | 49 |
|
|
2023
Q4 | $694K | Hold |
14,100
| – | – | 0.48% | 50 |
|
|
2023
Q3 | $576K | Sell |
14,100
-108
| -0.8% | -$4.66K | 0.43% | 56 |
|
|
2023
Q2 | $606K | Hold |
14,208
| – | – | 0.43% | 58 |
|
|
2023
Q1 | $531K | Sell |
14,208
-125
| -0.9% | -$5.45K | 0.38% | 59 |
|
|
2022
Q4 | $592K | Sell |
14,333
-400
| -3% | -$17.7K | 0.43% | 52 |
|
|
2022
Q3 | $593K | Hold |
14,733
| – | – | 0.48% | 47 |
|
|
2022
Q2 | $577K | Sell |
14,733
-7,900
| -35% | -$347K | 0.42% | 55 |
|
|
2022
Q1 | $1.1M | Sell |
22,633
-15,812
| -41% | -$846K | 0.67% | 45 |
|
|
2021
Q4 | $1.84M | Hold |
38,445
| – | – | 1.08% | 36 |
|
|
2021
Q3 | $1.78M | Sell |
38,445
-477
| -1% | -$22.1K | 1.17% | 35 |
|
|
2021
Q2 | $1.76M | Sell |
38,922
-3,990
| -9% | -$178K | 1.12% | 37 |
|
|
2021
Q1 | $1.68M | Buy |
42,912
+5,360
| +14% | +$190K | 1.14% | 37 |
|
|
2020
Q4 | $1.13M | Sell |
37,552
-194
| -0.5% | -$5.02K | 0.88% | 41 |
|
|
2020
Q3 | $887K | Buy |
37,746
+8,809
| +30% | +$217K | 0.76% | 43 |
|
|
2020
Q2 | $741K | Buy |
28,937
+1,629
| +6% | +$44.6K | 0.69% | 47 |
|
|
2020
Q1 | $784K | Buy |
27,308
+6,180
| +29% | +$263K | 0.83% | 40 |
|
|
2019
Q4 | $1.14M | Sell |
21,128
-199
| -0.9% | -$10.4K | 0.9% | 38 |
|
|
2019
Q3 | $1.08M | Buy |
21,327
+524
| +3% | +$24.7K | 0.91% | 40 |
|
|
2019
Q2 | $984K | Hold |
20,803
| – | – | 0.85% | 48 |
|
|
2019
Q1 | $1M | Hold |
20,803
| – | – | 0.92% | 42 |
|
|
2018
Q4 | $959K | Buy |
+20,803
| New | +$1.07M | 0.97% | 40 |
|
Other funds holding WFC
Brooks Moore & Associates's WFC Position: Q2 2026 in Review
Brooks Moore & Associates held its Wells Fargo (WFC) position steady in Q2 2026 at 13,485 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #57.
Brooks Moore & Associates first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.84M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Brooks Moore & Associates held 13,485 shares of Wells Fargo worth $1.11M as of Q2 2026.
- Brooks Moore & Associates left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.5% of Brooks Moore & Associates's portfolio in Q2 2026, its #57 holding.
- Brooks Moore & Associates first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Brooks Moore & Associates's Wells Fargo position peaked at $1.84M in Q4 2021.
- 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.