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Cannon Advisors’s Wells Fargo WFC Stock Holding History

Cannon Advisors’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 		– Sell
-3,017
Closed -$240K – 119
2026
Q1 		$240K Buy
3,017
+286
+10% +$24.6K 0.18% 78
2025
Q4 		$244K Sell
2,731
-300
-10% -$26K 0.17% 76
2025
Q3 		$256K Buy
+3,031
New +$246K 0.17% 72

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

Cannon Advisors's WFC Position: Q2 2026 in Review

Cannon Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 3,017 shares — an estimated $240K sold.

Cannon Advisors first reported a position in WFC in Q3 2025 and held it in 3 quarters. The position peaked at $256K in Q3 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cannon Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Cannon Advisors sold 3,017 Wells Fargo shares in Q2 2026, an estimated $240K.
  • Cannon Advisors first reported a position in Wells Fargo in Q3 2025 and held it in 3 quarters.
  • Cannon Advisors's Wells Fargo position peaked at $256K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.