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Cooper Financial Group’s Wells Fargo WFC Stock Holding History

Cooper Financial Group’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 		$552K Buy
6,680
+224
+3% +$18K 0.05% 251
2026
Q1 		$514K Sell
6,456
-575
-8% -$49.4K 0.05% 251
2025
Q4 		$655K Buy
7,031
+614
+10% +$53.3K 0.07% 200
2025
Q3 		$538K Sell
6,417
-207
-3% -$16.8K 0.06% 227
2025
Q2 		$531K Sell
6,624
-1,273
-16% -$91.8K 0.06% 226
2025
Q1 		$567K Buy
7,897
+2,282
+41% +$171K 0.07% 224
2024
Q4 		$394K Buy
5,615
+1,017
+22% +$69.4K 0.05% 266
2024
Q3 		$260K Buy
4,598
+440
+11% +$24.9K 0.03% 327
2024
Q2 		$247K Sell
4,158
-1,512
-27% -$89.3K 0.04% 335
2024
Q1 		$329K Buy
+5,670
New +$297K 0.05% 273
2021
Q4 		– Sell
-9,945
Closed -$462K – 280
2021
Q3 		$462K Buy
9,945
+214
+2% +$9.9K 0.1% 135
2021
Q2 		$441K Buy
9,731
+97
+1% +$4.33K 0.09% 135
2021
Q1 		$376K Sell
9,634
-6,532
-40% -$231K 0.08% 154
2020
Q4 		$488K Buy
+16,166
New +$419K 0.1% 153
2020
Q3 		– Sell
-7,991
Closed -$205K – 218
2020
Q2 		$205K Sell
7,991
-1,217
-13% -$33.3K 0.07% 178
2020
Q1 		$264K Sell
9,208
-3,553
-28% -$151K 0.11% 117
2019
Q4 		$687K Sell
12,761
-128
-1% -$6.7K 0.28% 56
2019
Q3 		$650K Sell
12,889
-284
-2% -$13.4K 0.29% 51
2019
Q2 		$623K Buy
13,173
+576
+5% +$26.9K 0.3% 51
2019
Q1 		$609K Buy
12,597
+590
+5% +$29K 0.34% 41
2018
Q4 		$553K Buy
+12,007
New +$615K 0.37% 40

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Cooper Financial Group's WFC Position: Q2 2026 in Review

Cooper Financial Group increased its Wells Fargo (WFC) stake by 3.5% in Q2 2026, buying an estimated $18K and bringing the position to 6,680 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #251.

Cooper Financial Group first reported a position in WFC in Q4 2018 and has held it in 21 quarters since. The position peaked at $687K in Q4 2019. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cooper Financial Group held 6,680 shares of Wells Fargo worth $552K as of Q2 2026.
  • Cooper Financial Group bought 224 Wells Fargo shares in Q2 2026, an estimated $18K.
  • Wells Fargo made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #251 holding.
  • Cooper Financial Group first reported a position in Wells Fargo in Q4 2018 and has held it in 21 quarters since.
  • Cooper Financial Group's Wells Fargo position peaked at $687K in Q4 2019.
  • 989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.