Constitution Capital’s Wells Fargo WFC Stock Holding History

Constitution 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	$248K	Hold	3,000	–	–	0.13%	59
2026 Q1	$239K	Hold	3,000	–	–	0.12%	54
2025 Q4	$280K	Sell	3,000 -2,300	-43%	-$200K	0.13%	55
2025 Q3	$444K	Hold	5,300	–	–	0.21%	45
2025 Q2	$425K	Hold	5,300	–	–	0.22%	44
2025 Q1	$380K	Hold	5,300	–	–	0.21%	47
2024 Q4	$372K	Hold	5,300	–	–	0.21%	43
2024 Q3	$299K	Hold	5,300	–	–	0.16%	46
2024 Q2	$315K	Hold	5,300	–	–	0.17%	53
2024 Q1	$307K	Hold	5,300	–	–	0.17%	52
2023 Q4	$261K	Hold	5,300	–	–	0.16%	52
2023 Q3	$217K	Hold	5,300	–	–	0.15%	56
2023 Q2	$226K	Buy	+5,300	New	+$213K	0.13%	61
2023 Q1	–	Sell	-5,300	Closed	-$219K	–	70
2022 Q4	$219K	Hold	5,300	–	–	0.14%	63
2022 Q3	$213K	Hold	5,300	–	–	0.14%	56
2022 Q2	$208K	Hold	5,300	–	–	0.13%	58
2022 Q1	$257K	Hold	5,300	–	–	0.14%	55
2021 Q4	$254K	Hold	5,300	–	–	0.14%	54
2021 Q3	$246K	Hold	5,300	–	–	0.15%	55
2021 Q2	$240K	Hold	5,300	–	–	0.15%	56
2021 Q1	$207K	Buy	+5,300	New	+$188K	0.14%	62

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Constitution Capital's WFC Position: Q2 2026 in Review

Constitution Capital held its Wells Fargo (WFC) position steady in Q2 2026 at 3,000 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #59.

Constitution Capital first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $444K in Q3 2025. 1,032 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Constitution Capital held 3,000 shares of Wells Fargo worth $248K as of Q2 2026.
Constitution Capital left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.13% of Constitution Capital's portfolio in Q2 2026, its #59 holding.
Constitution Capital first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
Constitution Capital's Wells Fargo position peaked at $444K in Q3 2025.
1,032 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.