Cary Street Partners’s Wells Fargo WFC Stock Holding History

Cary Street 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	$2.17M	Buy	26,292 +526	+2%	+$42.3K	0.05%	345
2026 Q1	$2.05M	Sell	25,766 -2,315	-8%	-$199K	0.05%	323
2025 Q4	$2.62M	Sell	28,081 -832	-3%	-$72.2K	0.06%	290
2025 Q3	$2.42M	Sell	28,913 -855	-3%	-$69.3K	0.06%	294
2025 Q2	$2.39M	Buy	29,768 +16,239	+120%	+$1.17M	0.07%	289
2025 Q1	$971K	Buy	13,529 +1,662	+14%	+$125K	0.03%	397
2024 Q4	$834K	Buy	+11,867	New	+$810K	0.03%	412

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Cary Street Partners's WFC Position: Q2 2026 in Review

Cary Street Partners increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $42.3K and bringing the position to 26,292 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #345.

Cary Street Partners first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cary Street Partners held 26,292 shares of Wells Fargo worth $2.17M as of Q2 2026.
Cary Street Partners bought 526 Wells Fargo shares in Q2 2026, an estimated $42.3K.
Wells Fargo made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #345 holding.
Cary Street Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Wells Fargo position peaked at $2.62M in Q4 2025.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.