Cookson Peirce & Co’s Wells Fargo WFC Stock Holding History

Cookson Peirce & Co’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	$2.26M	Buy	27,376 +2,705	+11%	+$217K	0.07%	129
2026 Q1	$1.96M	Buy	24,671 +18,792	+320%	+$1.61M	0.08%	108
2025 Q4	$548K	Buy	5,879 +963	+20%	+$83.6K	0.02%	232
2025 Q3	$412K	Buy	4,916 +2,062	+72%	+$167K	0.02%	244
2025 Q2	$229K	Buy	+2,854	New	+$206K	0.01%	262
2015 Q1	–	Sell	-9,690	Closed	-$531K	–	141
2014 Q4	$531K	Buy	9,690 +770	+9%	+$40.8K	0.11%	93
2014 Q3	$463K	Buy	8,920 +140	+2%	+$7.2K	0.11%	100
2014 Q2	$461K	Buy	8,780 +250	+3%	+$12.6K	0.11%	102
2014 Q1	$424K	Buy	+8,530	New	+$397K	0.11%	116

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Cookson Peirce & Co's WFC Position: Q2 2026 in Review

Cookson Peirce & Co increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $217K and bringing the position to 27,376 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #129.

Cookson Peirce & Co first reported a position in WFC in Q1 2014 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cookson Peirce & Co held 27,376 shares of Wells Fargo worth $2.26M as of Q2 2026.
Cookson Peirce & Co bought 2,705 Wells Fargo shares in Q2 2026, an estimated $217K.
Wells Fargo made up 0.07% of Cookson Peirce & Co's portfolio in Q2 2026, its #129 holding.
Cookson Peirce & Co first reported a position in Wells Fargo in Q1 2014 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.