CP
WFC icon

Canopy Partners’s Wells Fargo WFC Stock Holding History

Canopy Partners’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 		$499K Buy
6,036
+88
+1% +$7.07K 0.15% 126
2026
Q1 		$474K Sell
5,948
-832
-12% -$71.5K 0.16% 115
2025
Q4 		$632K Buy
6,780
+126
+2% +$10.9K 0.21% 92
2025
Q3 		$558K Sell
6,654
-103
-2% -$8.35K 0.19% 98
2025
Q2 		$541K Buy
6,757
+138
+2% +$9.95K 0.2% 98
2025
Q1 		$475K Buy
6,619
+88
+1% +$6.61K 0.19% 106
2024
Q4 		$459K Buy
6,531
+24
+0.4% +$1.64K 0.18% 102
2024
Q3 		$368K Sell
6,507
-185
-3% -$10.5K 0.16% 121
2024
Q2 		$397K Buy
6,692
+190
+3% +$11.2K 0.18% 109
2024
Q1 		$377K Buy
6,502
+1,621
+33% +$84.8K 0.18% 105
2023
Q4 		$240K Buy
+4,881
New +$211K 0.15% 135

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canopy Partners's WFC Position: Q2 2026 in Review

Canopy Partners increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $7.07K and bringing the position to 6,036 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #126.

Canopy Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q4 2025. 849 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Canopy Partners held 6,036 shares of Wells Fargo worth $499K as of Q2 2026.
  • Canopy Partners bought 88 Wells Fargo shares in Q2 2026, an estimated $7.07K.
  • Wells Fargo made up 0.15% of Canopy Partners's portfolio in Q2 2026, its #126 holding.
  • Canopy Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Wells Fargo position peaked at $632K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.