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Burney Company’s Wells Fargo WFC Stock Holding History

Burney Company’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 		$4.5M Sell
54,481
-42,837
-44% -$3.44M 0.12% 141
2026
Q1 		$7.75M Buy
97,318
+1,399
+1% +$120K 0.24% 73
2025
Q4 		$8.94M Buy
95,919
+2,067
+2% +$179K 0.28% 81
2025
Q3 		$7.87M Sell
93,852
-5,156
-5% -$418K 0.25% 98
2025
Q2 		$7.93M Sell
99,008
-50,363
-34% -$3.63M 0.27% 94
2025
Q1 		$10.7M Buy
149,371
+75,464
+102% +$5.67M 0.39% 70
2024
Q4 		$5.19M Buy
73,907
+37,324
+102% +$2.55M 0.18% 118
2024
Q3 		$2.07M Sell
36,583
-991
-3% -$56K 0.07% 214
2024
Q2 		$2.23M Sell
37,574
-2,820
-7% -$166K 0.09% 203
2024
Q1 		$2.34M Sell
40,394
-4,284
-10% -$224K 0.09% 213
2023
Q4 		$2.2M Sell
44,678
-53,580
-55% -$2.31M 0.09% 226
2023
Q3 		$4.01M Buy
98,258
+31,834
+48% +$1.37M 0.19% 141
2023
Q2 		$2.83M Sell
66,424
-2,497
-4% -$101K 0.13% 189
2023
Q1 		$2.58M Sell
68,921
-1,169
-2% -$51K 0.13% 194
2022
Q4 		$2.89M Sell
70,090
-84,272
-55% -$3.73M 0.15% 166
2022
Q3 		$6.21M Sell
154,362
-51,340
-25% -$2.21M 0.34% 84
2022
Q2 		$8.06M Buy
205,702
+35,256
+21% +$1.55M 0.42% 64
2022
Q1 		$8.26M Buy
170,446
+122,770
+258% +$6.57M 0.38% 75
2021
Q4 		$2.29M Buy
47,676
+34,518
+262% +$1.7M 0.1% 218
2021
Q3 		$611K Sell
13,158
-47
-0.4% -$2.17K 0.03% 390
2021
Q2 		$598K Buy
13,205
+150
+1% +$6.7K 0.03% 402
2021
Q1 		$510K Sell
13,055
-37,719
-74% -$1.34M 0.03% 408
2020
Q4 		$1.53M Buy
50,774
+35,326
+229% +$915K 0.08% 244
2020
Q3 		$363K Sell
15,448
-3,080
-17% -$75.9K 0.02% 390
2020
Q2 		$474K Buy
18,528
+33
+0.2% +$903 0.03% 350
2020
Q1 		$531K Sell
18,495
-1,705
-8% -$72.5K 0.04% 296
2019
Q4 		$1.09M Buy
20,200
+202
+1% +$10.6K 0.06% 260
2019
Q3 		$1.01M Buy
19,998
+1,821
+10% +$85.8K 0.06% 256
2019
Q2 		$860K Buy
18,177
+471
+3% +$22K 0.05% 280
2019
Q1 		$856K Buy
17,706
+712
+4% +$35K 0.05% 275
2018
Q4 		$783K Buy
16,994
+58
+0.3% +$2.97K 0.06% 266
2018
Q3 		$890K Sell
16,936
-834
-5% -$47.6K 0.05% 269
2018
Q2 		$985K Buy
17,770
+442
+3% +$23.7K 0.06% 251
2018
Q1 		$908K Buy
17,328
+229
+1% +$13.6K 0.06% 246
2017
Q4 		$1.04M Buy
17,099
+769
+5% +$43.4K 0.06% 245
2017
Q3 		$886K Sell
16,330
-287
-2% -$15.3K 0.06% 242
2017
Q2 		$927K Buy
16,617
+690
+4% +$37K 0.06% 228
2017
Q1 		$886K Sell
15,927
-302
-2% -$17.1K 0.06% 226
2016
Q4 		$894K Sell
16,229
-388
-2% -$19.5K 0.06% 219
2016
Q3 		$753K Sell
16,617
-3,431
-17% -$164K 0.05% 223
2016
Q2 		$949K Sell
20,048
-3,750
-16% -$183K 0.07% 207
2016
Q1 		$1.15M Sell
23,798
-519
-2% -$25.4K 0.08% 196
2015
Q4 		$1.33M Buy
24,317
+1,173
+5% +$63.7K 0.1% 184
2015
Q3 		$1.19M Sell
23,144
-443
-2% -$24.4K 0.09% 180
2015
Q2 		$1.33M Buy
23,587
+412
+2% +$23K 0.09% 189
2015
Q1 		$1.26M Buy
23,175
+186
+0.8% +$10.1K 0.09% 204
2014
Q4 		$1.26M Sell
22,989
-191
-0.8% -$10.1K 0.1% 190
2014
Q3 		$1.2M Sell
23,180
-83
-0.4% -$4.27K 0.1% 189
2014
Q2 		$1.22M Buy
23,263
+1,501
+7% +$75.5K 0.11% 189
2014
Q1 		$1.08M Sell
21,762
-3,741
-15% -$174K 0.1% 195
2013
Q4 		$1.16M Sell
25,503
-6,978
-21% -$301K 0.11% 186
2013
Q3 		$1.34M Buy
32,481
+3,052
+10% +$130K 0.15% 167
2013
Q2 		$1.22M Buy
+29,429
New +$1.15M 0.15% 163

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company's WFC Position: Q2 2026 in Review

Burney Company reduced its Wells Fargo (WFC) stake by 44% in Q2 2026, selling an estimated $3.44M and leaving 54,481 shares worth $4.5M. The position accounts for 0.12% of the portfolio, ranked #141.

Burney Company first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q1 2025. 557 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Burney Company held 54,481 shares of Wells Fargo worth $4.5M as of Q2 2026.
  • Burney Company sold 42,837 Wells Fargo shares in Q2 2026, an estimated $3.44M.
  • Wells Fargo made up 0.12% of Burney Company's portfolio in Q2 2026, its #141 holding.
  • Burney Company first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Wells Fargo position peaked at $10.7M in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.