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Chicago Trust’s Wells Fargo WFC Stock Holding History

Chicago Trust’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 		$1.49M Buy
18,018
+365
+2% +$29.3K 0.22% 99
2026
Q1 		$1.41M Sell
17,653
-483
-3% -$41.5K 0.22% 94
2025
Q4 		$1.69M Sell
18,136
-6
-0% -$521 0.26% 78
2025
Q3 		$1.52M Buy
18,142
+2,187
+14% +$177K 0.21% 90
2025
Q2 		$1.28M Buy
15,955
+3,730
+31% +$269K 0.18% 107
2025
Q1 		$878K Buy
12,225
+60
+0.5% +$4.5K 0.16% 135
2024
Q4 		$854K Sell
12,165
-100
-0.8% -$6.83K 0.15% 135
2024
Q3 		$693K Sell
12,265
-539
-4% -$30.5K 0.12% 163
2024
Q2 		$760K Buy
12,804
+756
+6% +$44.6K 0.15% 130
2024
Q1 		$698K Buy
12,048
+1,219
+11% +$63.8K 0.14% 143
2023
Q4 		$533K Sell
10,829
-53
-0.5% -$2.29K 0.12% 170
2023
Q3 		$445K Sell
10,882
-1,249
-10% -$53.9K 0.11% 176
2023
Q2 		$518K Sell
12,131
-5,301
-30% -$213K 0.12% 165
2023
Q1 		$652K Buy
17,432
+2,141
+14% +$93.3K 0.16% 147
2022
Q4 		$631K Buy
15,291
+3,574
+31% +$158K 0.16% 148
2022
Q3 		$471K Buy
11,717
+692
+6% +$29.7K 0.12% 169
2022
Q2 		$432K Sell
11,025
-2,948
-21% -$129K 0.11% 181
2022
Q1 		$677K Buy
13,973
+883
+7% +$47.3K 0.15% 148
2021
Q4 		$628K Buy
13,090
+1,979
+18% +$97.4K 0.13% 177
2021
Q3 		$515K Buy
11,111
+257
+2% +$11.9K 0.11% 191
2021
Q2 		$491K Buy
10,854
+192
+2% +$8.57K 0.12% 183
2021
Q1 		$417K Sell
10,662
-525
-5% -$18.6K 0.14% 127
2020
Q4 		$338K Buy
11,187
+396
+4% +$10.3K 0.12% 165
2020
Q3 		$253K Buy
10,791
+1,786
+20% +$44K 0.11% 150
2020
Q2 		$230K Sell
9,005
-100
-1% -$2.74K 0.1% 153
2020
Q1 		$261K Sell
9,105
-250
-3% -$10.6K 0.13% 139
2019
Q4 		$504K Sell
9,355
-600
-6% -$31.4K 0.21% 109
2019
Q3 		$502K Sell
9,955
-1,355
-12% -$63.8K 0.21% 109
2019
Q2 		$536 Buy
11,310
+700
+7% +$32.7K 0.23% 104
2019
Q1 		$512 Sell
10,610
-503
-5% -$24.7K 0.22% 103
2018
Q4 		$512 Sell
11,113
-956
-8% -$49K 0.24% 99
2018
Q3 		$634K Sell
12,069
-3,890
-24% -$222K 0.25% 94
2018
Q2 		$885K Sell
15,959
-304
-2% -$16.3K 0.38% 74
2018
Q1 		$852K Sell
16,263
-13,729
-46% -$816K 0.36% 74
2017
Q4 		$1.82M Sell
29,992
-217
-0.7% -$12.3K 0.73% 54
2017
Q3 		$1.67K Sell
30,209
-28,605
-49% -$1.52M 0.7% 56
2017
Q2 		$3.26K Buy
58,814
+3,499
+6% +$187K 1.45% 18
2017
Q1 		$3.08K Sell
55,315
-8,830
-14% -$501K 1.36% 20
2016
Q4 		$3.54M Sell
64,145
-965
-1% -$48.5K 1.53% 16
2016
Q3 		$2.88M Sell
65,110
-1,476
-2% -$70.6K 1.26% 23
2016
Q2 		$3.15M Sell
66,586
-1,841
-3% -$89.8K 1.29% 22
2016
Q1 		$3.31M Sell
68,427
-5,942
-8% -$291K 1.37% 20
2015
Q4 		$4.04M Buy
74,369
+630
+0.9% +$34.2K 1.57% 18
2015
Q3 		$3.79M Buy
73,739
+789
+1% +$43.4K 1.45% 18
2015
Q2 		$4.1M Buy
72,950
+130
+0.2% +$7.25K 1.44% 19
2015
Q1 		$3.96M Buy
+72,820
New +$3.94M 1.36% 21

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Chicago Trust's WFC Position: Q2 2026 in Review

Chicago Trust increased its Wells Fargo (WFC) stake by 2.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 18,018 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #99.

Chicago Trust first reported a position in WFC in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.1M in Q2 2015. 571 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Chicago Trust held 18,018 shares of Wells Fargo worth $1.49M as of Q2 2026.
  • Chicago Trust bought 365 Wells Fargo shares in Q2 2026, an estimated $29.3K.
  • Wells Fargo made up 0.22% of Chicago Trust's portfolio in Q2 2026, its #99 holding.
  • Chicago Trust first reported a position in Wells Fargo in Q1 2015 and has held it in 46 quarters since.
  • Chicago Trust's Wells Fargo position peaked at $4.1M in Q2 2015.
  • 571 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.