Congress Park Capital’s Wells Fargo WFC Stock Holding History

Congress Park Capital’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	$3.06M	Sell	36,989 -269	-0.7%	-$21.6K	0.83%	33
2026 Q1	$2.97M	Sell	37,258 -338	-0.9%	-$29K	0.91%	31
2025 Q4	$3.5M	Buy	37,596 +868	+2%	+$75.4K	1.05%	29
2025 Q3	$3.08M	Buy	36,728 +404	+1%	+$32.8K	0.96%	30
2025 Q2	$2.91M	Buy	36,324 +4,173	+13%	+$301K	0.95%	27
2025 Q1	$2.31M	Buy	32,151 +2,391	+8%	+$180K	0.87%	31
2024 Q4	$2.09M	Buy	+29,760	New	+$2.03M	0.76%	36
2020 Q3	–	Sell	-14,870	Closed	-$381K	–	101
2020 Q2	$381K	Buy	+14,870	New	+$407K	0.29%	65
2020 Q1	–	Sell	-10,910	Closed	-$587K	–	106
2019 Q4	$587K	Buy	10,910 +5	+0%	+$262	0.43%	52
2019 Q3	$550K	Buy	10,905 +553	+5%	+$26.1K	0.46%	51
2019 Q2	$510K	Sell	10,352 -1,696	-14%	-$79.3K	0.4%	55
2019 Q1	$582K	Buy	12,048 +3	+0%	+$148	0.5%	49
2018 Q4	$555K	Buy	12,045 +803	+7%	+$41.1K	0.61%	42
2018 Q3	$591K	Buy	11,242 +502	+5%	+$28.7K	0.53%	50
2018 Q2	$595K	Buy	10,740 +403	+4%	+$21.6K	0.57%	50
2018 Q1	$542K	Sell	10,337 -39,456	-79%	-$2.34M	0.56%	49
2017 Q4	$3.02M	Buy	+49,793	New	+$2.81M	3.04%	4

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

Congress Park Capital's WFC Position: Q2 2026 in Review

Congress Park Capital reduced its Wells Fargo (WFC) stake by 0.72% in Q2 2026, selling an estimated $21.6K and leaving 36,989 shares worth $3.06M. The position accounts for 0.83% of the portfolio, ranked #33.

Congress Park Capital first reported a position in WFC in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.5M in Q4 2025. 953 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Congress Park Capital held 36,989 shares of Wells Fargo worth $3.06M as of Q2 2026.
Congress Park Capital sold 269 Wells Fargo shares in Q2 2026, an estimated $21.6K.
Wells Fargo made up 0.83% of Congress Park Capital's portfolio in Q2 2026, its #33 holding.
Congress Park Capital first reported a position in Wells Fargo in Q4 2017 and has held it in 17 quarters since.
Congress Park Capital's Wells Fargo position peaked at $3.5M in Q4 2025.
953 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.