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Byrne Asset Management’s Wells Fargo WFC Stock Holding History

Byrne Asset 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 		$368K Sell
4,453
-852
-16% -$68.5K 0.2% 88
2026
Q1 		$422K Buy
5,305
+4,731
+824% +$406K 0.25% 79
2025
Q4 		$53.5K Buy
574
+2
+0.3% +$174 0.03% 267
2025
Q3 		$47.9K Sell
572
-8
-1% -$649 0.03% 247
2025
Q2 		$46.5K Buy
+580
New +$41.8K 0.03% 247
2025
Q1 		– Sell
-490
Closed -$36.8K – 273
2024
Q4 		$34.4K Hold
490
– – 0.02% 226
2024
Q3 		$27.7K Hold
490
– – 0.02% 261
2024
Q2 		$28.1K Buy
490
+50
+11% +$2.95K 0.02% 254
2024
Q1 		$25.5K Buy
440
+65
+17% +$3.4K 0.02% 263
2023
Q4 		$18.5K Sell
375
-75
-17% -$3.24K 0.01% 297
2023
Q3 		$18K Hold
450
– – 0.01% 285
2023
Q2 		$19K Sell
450
-449
-50% -$18.1K 0.01% 337
2023
Q1 		$34K Sell
899
-90
-9% -$3.92K 0.02% 258
2022
Q4 		$40.8K Buy
989
+539
+120% +$23.9K 0.03% 247
2022
Q3 		$18K Sell
450
-416
-48% -$17.9K 0.01% 307
2022
Q2 		$34K Hold
866
– – 0.03% 224
2022
Q1 		$42K Sell
866
-234
-21% -$12.5K 0.03% 226
2021
Q4 		$53K Buy
+1,100
New +$54.2K 0.03% 215

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

Byrne Asset Management's WFC Position: Q2 2026 in Review

Byrne Asset Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $68.5K and leaving 4,453 shares worth $368K. The position accounts for 0.2% of the portfolio, ranked #88.

Byrne Asset Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $422K in Q1 2026. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Byrne Asset Management held 4,453 shares of Wells Fargo worth $368K as of Q2 2026.
  • Byrne Asset Management sold 852 Wells Fargo shares in Q2 2026, an estimated $68.5K.
  • Wells Fargo made up 0.2% of Byrne Asset Management's portfolio in Q2 2026, its #88 holding.
  • Byrne Asset Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Byrne Asset Management's Wells Fargo position peaked at $422K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.