Cohen Klingenstein’s Wells Fargo WFC Stock Holding History

Cohen Klingenstein’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	$7.51M	Hold	90,900	–	–	0.22%	54
2026 Q1	$7.24M	Hold	90,900	–	–	0.23%	51
2025 Q4	$8.47M	Hold	90,900	–	–	0.26%	49
2025 Q3	$7.62M	Hold	90,900	–	–	0.24%	51
2025 Q2	$7.28M	Hold	90,900	–	–	0.24%	54
2025 Q1	$6.53M	Hold	90,900	–	–	0.24%	56
2024 Q4	$6.38M	Hold	90,900	–	–	0.22%	53
2024 Q3	$5.13M	Hold	90,900	–	–	0.18%	78
2024 Q2	$5.4M	Hold	90,900	–	–	0.2%	72
2024 Q1	$5.27M	Hold	90,900	–	–	0.2%	77
2023 Q4	$4.47M	Hold	90,900	–	–	0.18%	82
2023 Q3	$3.71M	Hold	90,900	–	–	0.17%	86
2023 Q2	$3.88M	Hold	90,900	–	–	0.17%	88
2023 Q1	$3.4M	Hold	90,900	–	–	0.16%	92
2022 Q4	$3.75M	Hold	90,900	–	–	0.19%	85
2022 Q3	$3.66M	Hold	90,900	–	–	0.19%	81
2022 Q2	$3.56M	Hold	90,900	–	–	0.18%	88
2022 Q1	$4.41M	Hold	90,900	–	–	0.18%	86
2021 Q4	$4.36M	Hold	90,900	–	–	0.17%	89
2021 Q3	$4.22M	Hold	90,900	–	–	0.18%	89
2021 Q2	$4.12M	Hold	90,900	–	–	0.18%	95
2021 Q1	$3.55M	Hold	90,900	–	–	0.16%	101
2020 Q4	$2.74M	Hold	90,900	–	–	0.14%	107
2020 Q3	$2.14M	Hold	90,900	–	–	0.12%	114
2020 Q2	$2.33M	Hold	90,900	–	–	0.14%	107
2020 Q1	$2.61M	Hold	90,900	–	–	0.19%	93
2019 Q4	$4.89M	Hold	90,900	–	–	0.28%	75
2019 Q3	$4.58M	Hold	90,900	–	–	0.29%	78
2019 Q2	$4.3M	Buy	90,900 +66,000	+265%	+$3.09M	0.31%	73
2019 Q1	$1.2M	Hold	24,900	–	–	0.08%	113
2018 Q4	$1.15M	Hold	24,900	–	–	0.17%	86
2018 Q3	$1.31M	Hold	24,900	–	–	0.17%	87
2018 Q2	$1.38M	Hold	24,900	–	–	0.19%	85
2018 Q1	$1.3M	Hold	24,900	–	–	0.19%	87
2017 Q4	$1.51M	Hold	24,900	–	–	0.21%	79
2017 Q3	$1.37M	Hold	24,900	–	–	0.21%	81
2017 Q2	$1.38M	Hold	24,900	–	–	0.21%	78
2017 Q1	$1.39M	Hold	24,900	–	–	0.22%	77
2016 Q4	$1.37M	Buy	24,900 +9,700	+64%	+$488K	0.23%	77
2016 Q3	$673K	Hold	15,200	–	–	0.12%	102
2016 Q2	$719K	Hold	15,200	–	–	0.13%	100
2016 Q1	$735K	Hold	15,200	–	–	0.14%	101
2015 Q4	$826K	Hold	15,200	–	–	0.15%	98
2015 Q3	$781K	Hold	15,200	–	–	0.15%	95
2015 Q2	$855K	Hold	15,200	–	–	0.15%	97
2015 Q1	$827K	Hold	15,200	–	–	0.15%	94
2014 Q4	$833K	Hold	15,200	–	–	0.16%	93
2014 Q3	$788K	Hold	15,200	–	–	0.14%	92
2014 Q2	$799K	Hold	15,200	–	–	0.15%	91
2014 Q1	$756K	Hold	15,200	–	–	0.15%	95
2013 Q4	$690K	Hold	15,200	–	–	0.14%	98
2013 Q3	$628K	Hold	15,200	–	–	0.14%	100
2013 Q2	$627K	Buy	+15,200	New	+$592K	0.15%	95

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

Cohen Klingenstein's WFC Position: Q2 2026 in Review

Cohen Klingenstein held its Wells Fargo (WFC) position steady in Q2 2026 at 90,900 shares worth $7.51M. The position accounts for 0.22% of the portfolio, ranked #54.

Cohen Klingenstein first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.47M in Q4 2025. 927 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cohen Klingenstein held 90,900 shares of Wells Fargo worth $7.51M as of Q2 2026.
Cohen Klingenstein left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.22% of Cohen Klingenstein's portfolio in Q2 2026, its #54 holding.
Cohen Klingenstein first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Cohen Klingenstein's Wells Fargo position peaked at $8.47M in Q4 2025.
927 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.