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Contravisory Investment Management’s Wells Fargo WFC Stock Holding History

Contravisory Investment Management’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 		$1.02M Buy
12,324
+289
+2% +$23.2K 0.18% 105
2026
Q1 		$958K Buy
12,035
+4,064
+51% +$349K 0.2% 91
2025
Q4 		$743K Buy
7,971
+7,785
+4,185% +$676K 0.15% 106
2025
Q3 		$15.6K Buy
186
+115
+162% +$9.33K ﹤0.01% 320
2025
Q2 		$5.69K Sell
71
-24
-25% -$1.73K ﹤0.01% 343
2025
Q1 		$6.82K Hold
95
– – ﹤0.01% 344
2024
Q4 		$6.67K Buy
95
+45
+90% +$3.07K ﹤0.01% 329
2024
Q3 		$2.83K Buy
+50
New +$2.83K ﹤0.01% 331
2023
Q2 		– Sell
-10,154
Closed -$380K – 379
2023
Q1 		$380K Buy
10,154
+199
+2% +$8.67K 0.11% 134
2022
Q4 		$411K Buy
9,955
+1,184
+13% +$52.4K 0.11% 115
2022
Q3 		$353K Sell
8,771
-318
-3% -$13.7K 0.12% 113
2022
Q2 		$356K Sell
9,089
-21
-0.2% -$922 0.12% 113
2022
Q1 		$441K Sell
9,110
-1,779
-16% -$95.2K 0.13% 107
2021
Q4 		$522K Buy
10,889
+1,195
+12% +$58.8K 0.14% 99
2021
Q3 		$450K Buy
9,694
+435
+5% +$20.1K 0.14% 92
2021
Q2 		$419K Hold
9,259
– – 0.12% 104
2021
Q1 		$362K Buy
+9,259
New +$328K 0.11% 103
2019
Q1 		– Sell
-25
Closed -$1K – 347
2018
Q4 		$1K Hold
25
– – ﹤0.01% 289
2018
Q3 		$1K Buy
+25
New +$1.43K ﹤0.01% 285
2018
Q2 		– Sell
-282
Closed -$15K – 373
2018
Q1 		$15K Buy
282
+2
+0.7% +$119 0.01% 251
2017
Q4 		$17K Hold
280
– – 0.01% 238
2017
Q3 		$15K Buy
+280
New +$14.9K 0.01% 254
2016
Q2 		– Sell
-37
Closed -$2K – 234
2016
Q1 		$2K Hold
37
– – ﹤0.01% 190
2015
Q4 		$2K Buy
+37
New +$2.01K ﹤0.01% 197

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Contravisory Investment Management's WFC Position: Q2 2026 in Review

Contravisory Investment Management increased its Wells Fargo (WFC) stake by 2.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 12,324 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #105.

Contravisory Investment Management first reported a position in WFC in Q4 2015 and has held it in 24 quarters since. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Contravisory Investment Management held 12,324 shares of Wells Fargo worth $1.02M as of Q2 2026.
  • Contravisory Investment Management bought 289 Wells Fargo shares in Q2 2026, an estimated $23.2K.
  • Wells Fargo made up 0.18% of Contravisory Investment Management's portfolio in Q2 2026, its #105 holding.
  • Contravisory Investment Management first reported a position in Wells Fargo in Q4 2015 and has held it in 24 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.