Cascade Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.05M | Hold |
12,747
| – | – | 0.57% | 81 |
|
|
2026
Q1 | $1.01M | Hold |
12,747
| – | – | 0.6% | 79 |
|
|
2025
Q4 | $1.19M | Hold |
12,747
| – | – | 0.7% | 69 |
|
|
2025
Q3 | $1.07M | Sell |
12,747
-1,660
| -12% | -$135K | 0.65% | 76 |
|
|
2025
Q2 | $1.15M | Sell |
14,407
-13
| -0.1% | -$937 | 0.74% | 67 |
|
|
2025
Q1 | $1.04M | Hold |
14,420
| – | – | 0.7% | 72 |
|
|
2024
Q4 | $1.01M | Sell |
14,420
-680
| -5% | -$46.4K | 0.65% | 79 |
|
|
2024
Q3 | $853K | Sell |
15,100
-200
| -1% | -$11.3K | 0.54% | 81 |
|
|
2024
Q2 | $909K | Sell |
15,300
-700
| -4% | -$41.3K | 0.61% | 82 |
|
|
2024
Q1 | $927K | Sell |
16,000
-600
| -4% | -$31.4K | 0.6% | 84 |
|
|
2023
Q4 | $817K | Hold |
16,600
| – | – | 0.58% | 84 |
|
|
2023
Q3 | $678K | Sell |
16,600
-94
| -0.6% | -$4.06K | 0.54% | 87 |
|
|
2023
Q2 | $713K | Buy |
16,694
+94
| +0.6% | +$3.78K | 0.53% | 87 |
|
|
2023
Q1 | $621K | Hold |
16,600
| – | – | 0.49% | 83 |
|
|
2022
Q4 | $685K | Buy |
+16,600
| New | +$735K | 0.57% | 82 |
|
|
2022
Q3 | – | Sell |
-16,700
| Closed | -$654K | – | 234 |
|
|
2022
Q2 | $654K | Hold |
16,700
| – | – | 0.51% | 89 |
|
|
2022
Q1 | $809K | Buy |
16,700
+16,400
| +5,467% | +$878K | 0.49% | 96 |
|
|
2021
Q4 | $14.4K | Sell |
300
-300
| -50% | -$14.8K | 0.01% | 229 |
|
|
2021
Q3 | $27.8K | Sell |
600
-300
| -33% | -$13.9K | 0.02% | 189 |
|
|
2021
Q2 | $40.8K | Sell |
900
-2,400
| -73% | -$107K | 0.03% | 173 |
|
|
2021
Q1 | $129K | Buy |
3,300
+3,100
| +1,550% | +$110K | 0.08% | 122 |
|
|
2020
Q4 | $6.04K | Sell |
200
-32,445
| -99% | -$840K | ﹤0.01% | 239 |
|
|
2020
Q3 | $767K | Buy |
32,645
+500
| +2% | +$12.3K | 0.65% | 71 |
|
|
2020
Q2 | $823K | Sell |
32,145
-27,334
| -46% | -$748K | 0.78% | 63 |
|
|
2020
Q1 | $1.71M | Sell |
59,479
-25,211
| -30% | -$1.07M | 1.88% | 7 |
|
|
2019
Q4 | $4.89M | Sell |
84,690
-846
| -1% | -$44.3K | 3.74% | 1 |
|
|
2019
Q3 | $4.72M | Buy |
85,536
+2,442
| +3% | +$115K | 3.65% | 2 |
|
|
2019
Q2 | $4.4M | Buy |
83,094
+1,485
| +2% | +$69.4K | 3.73% | 1 |
|
|
2019
Q1 | $4.42M | Buy |
81,609
+175
| +0.2% | +$8.61K | 3.97% | 1 |
|
|
2018
Q4 | $4.08M | Buy |
81,434
+25
| +0% | +$1.28K | 4.13% | 1 |
|
|
2018
Q3 | $4.86M | Sell |
81,409
-2,357
| -3% | -$135K | 4.11% | 1 |
|
|
2018
Q2 | $4.99M | Sell |
83,766
-8,782
| -9% | -$470K | 4.45% | 1 |
|
|
2018
Q1 | $5.31M | Buy |
92,548
+1,227
| +1% | +$72.9K | 4.18% | 1 |
|
|
2017
Q4 | $5.79M | Sell |
91,321
-10,427
| -10% | -$589K | 4.6% | 1 |
|
|
2017
Q3 | $5.83M | Sell |
101,748
-1,307
| -1% | -$69.5K | 4.86% | 1 |
|
|
2017
Q2 | $5.83M | Buy |
103,055
+4,128
| +4% | +$221K | 4.97% | 1 |
|
|
2017
Q1 | $5.63M | Sell |
98,927
-4,228
| -4% | -$240K | 4.94% | 1 |
|
|
2016
Q4 | $5.7M | Buy |
+103,155
| New | +$5.19M | 4.86% | 1 |
|
|
2016
Q2 | $4.8M | Buy |
+98,383
| New | +$4.8M | 4.61% | 1 |
|
Other funds holding WFC
CF
DJC
Cascade Investment Advisors's WFC Position: Q2 2026 in Review
Cascade Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 12,747 shares worth $1.05M. The position accounts for 0.57% of the portfolio, ranked #81.
Cascade Investment Advisors first reported a position in WFC in Q2 2016 and has held it in 39 quarters since. The position peaked at $5.83M in Q2 2017. 1,233 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Cascade Investment Advisors held 12,747 shares of Wells Fargo worth $1.05M as of Q2 2026.
- Cascade Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.57% of Cascade Investment Advisors's portfolio in Q2 2026, its #81 holding.
- Cascade Investment Advisors first reported a position in Wells Fargo in Q2 2016 and has held it in 39 quarters since.
- Cascade Investment Advisors's Wells Fargo position peaked at $5.83M in Q2 2017.
- 1,233 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.