Clear Investment Research’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 | – | Sell |
-1,743
| Closed | -$139K | – | 232 |
|
|
2026
Q1 | $139K | Buy |
+1,743
| New | +$150K | 0.22% | 67 |
|
|
2025
Q4 | – | Sell |
-2,701
| Closed | -$226K | – | 245 |
|
|
2025
Q3 | $226K | Hold |
2,701
| – | – | 0.3% | 59 |
|
|
2025
Q2 | $216K | Sell |
2,701
-33
| -1% | -$2.38K | 0.27% | 57 |
|
|
2025
Q1 | $196K | Hold |
2,734
| – | – | 0.26% | 57 |
|
|
2024
Q4 | $192K | Hold |
2,734
| – | – | 0.25% | 56 |
|
|
2024
Q3 | $154K | Hold |
2,734
| – | – | 0.2% | 63 |
|
|
2024
Q2 | $162K | Hold |
2,734
| – | – | 0.21% | 56 |
|
|
2024
Q1 | $158K | Hold |
2,734
| – | – | 0.21% | 59 |
|
|
2023
Q4 | $135K | Hold |
2,734
| – | – | 0.19% | 63 |
|
|
2023
Q3 | $112K | Hold |
2,734
| – | – | 0.19% | 62 |
|
|
2023
Q2 | $117K | Hold |
2,734
| – | – | 0.2% | 63 |
|
|
2023
Q1 | $102K | Hold |
2,734
| – | – | 0.18% | 62 |
|
|
2022
Q4 | $113K | Hold |
2,734
| – | – | 0.22% | 59 |
|
|
2022
Q3 | $110K | Buy |
+2,734
| New | +$117K | 0.23% | 55 |
|
|
2022
Q2 | – | Sell |
-2,734
| Closed | -$132K | – | 146 |
|
|
2022
Q1 | $132K | Hold |
2,734
| – | – | 0.26% | 61 |
|
|
2021
Q4 | $131K | Hold |
2,734
| – | – | 0.2% | 63 |
|
|
2021
Q3 | $127K | Hold |
2,734
| – | – | 0.21% | 62 |
|
|
2021
Q2 | $124K | Buy |
2,734
+958
| +54% | +$42.8K | 0.21% | 61 |
|
|
2021
Q1 | $69K | Hold |
1,776
| – | – | 0.12% | 66 |
|
|
2020
Q4 | $54K | Hold |
1,776
| – | – | 0.1% | 69 |
|
|
2020
Q3 | $42K | Hold |
1,776
| – | – | 0.09% | 71 |
|
|
2020
Q2 | $45K | Hold |
1,776
| – | – | 0.1% | 65 |
|
|
2020
Q1 | $51K | Hold |
1,776
| – | – | 0.12% | 66 |
|
|
2019
Q4 | $96K | Sell |
1,776
-47
| -3% | -$2.46K | 0.2% | 56 |
|
|
2019
Q3 | $92K | Hold |
1,823
| – | – | 0.2% | 57 |
|
|
2019
Q2 | $86K | Hold |
1,823
| – | – | 0.14% | 55 |
|
|
2019
Q1 | $88K | Hold |
1,823
| – | – | 0.14% | 55 |
|
|
2018
Q4 | $84K | Hold |
1,823
| – | – | 0.14% | 49 |
|
|
2018
Q3 | $96K | Sell |
1,823
-361
| -17% | -$20.6K | 0.14% | 52 |
|
|
2018
Q2 | $114K | Hold |
2,184
| – | – | 0.07% | 42 |
|
|
2018
Q1 | $114K | Hold |
2,184
| – | – | 0.07% | 42 |
|
|
2017
Q4 | $133K | Hold |
2,184
| – | – | 0.09% | 39 |
|
|
2017
Q3 | $120K | Hold |
2,184
| – | – | 0.08% | 40 |
|
|
2017
Q2 | $121K | Buy |
+2,184
| New | +$117K | 0.09% | 37 |
|
Other funds holding WFC
Clear Investment Research's WFC Position: Q2 2026 in Review
Clear Investment Research sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,743 shares — an estimated $139K sold.
Clear Investment Research first reported a position in WFC in Q2 2017 and held it in 34 quarters. The position peaked at $226K in Q3 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Clear Investment Research reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
- Clear Investment Research sold 1,743 Wells Fargo shares in Q2 2026, an estimated $139K.
- Clear Investment Research first reported a position in Wells Fargo in Q2 2017 and held it in 34 quarters.
- Clear Investment Research's Wells Fargo position peaked at $226K in Q3 2025.
- 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.