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Cornerstone Wealth Management’s Wells Fargo WFC Stock Holding History

Cornerstone Wealth 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 		$965K Sell
11,680
-3,283
-22% -$264K 0.04% 344
2026
Q1 		$1.19M Sell
14,963
-1,996
-12% -$171K 0.06% 281
2025
Q4 		$1.58M Sell
16,959
-233
-1% -$20.2K 0.08% 209
2025
Q3 		$1.44M Buy
17,192
+2,550
+17% +$207K 0.08% 213
2025
Q2 		$1.17M Sell
14,642
-843
-5% -$60.8K 0.07% 235
2025
Q1 		$1.11M Sell
15,485
-502
-3% -$37.7K 0.08% 221
2024
Q4 		$1.12M Buy
15,987
+255
+2% +$17.4K 0.08% 214
2024
Q3 		$889K Sell
15,732
-768
-5% -$43.4K 0.06% 236
2024
Q2 		$980K Sell
16,500
-1,328
-7% -$78.4K 0.08% 207
2024
Q1 		$1.03M Sell
17,828
-105
-0.6% -$5.49K 0.08% 197
2023
Q4 		$883K Sell
17,933
-1,557
-8% -$67.2K 0.08% 217
2023
Q3 		$796K Buy
19,490
+571
+3% +$24.7K 0.08% 224
2023
Q2 		$807K Buy
18,919
+3,460
+22% +$139K 0.07% 216
2023
Q1 		$578K Buy
+15,459
New +$674K 0.06% 263
2022
Q3 		$487K Buy
12,115
+392
+3% +$16.8K 0.05% 257
2022
Q2 		$459K Sell
11,723
-123
-1% -$5.4K 0.05% 277
2022
Q1 		$574K Sell
11,846
-805
-6% -$43.1K 0.06% 256
2021
Q4 		$604K Buy
12,651
+1,394
+12% +$68.6K 0.06% 256
2021
Q3 		$522K Buy
11,257
+307
+3% +$14.2K 0.06% 266
2021
Q2 		$496K Sell
10,950
-1,650
-13% -$73.7K 0.05% 285
2021
Q1 		$492K Sell
12,600
-568
-4% -$20.1K 0.06% 273
2020
Q4 		$397K Sell
13,168
-1,359
-9% -$35.2K 0.05% 280
2020
Q3 		$342K Sell
14,527
-2,413
-14% -$59.5K 0.05% 273
2020
Q2 		$434K Buy
16,940
+4,924
+41% +$135K 0.07% 235
2020
Q1 		$345K Buy
12,016
+1,026
+9% +$43.6K 0.07% 246
2019
Q4 		$591K Sell
10,990
-585
-5% -$30.6K 0.1% 190
2019
Q3 		$584K Sell
11,575
-260
-2% -$12.2K 0.1% 187
2019
Q2 		$562K Sell
11,835
-5,750
-33% -$269K 0.1% 195
2019
Q1 		$1.34M Buy
17,585
+5,632
+47% +$277K 0.16% 152
2018
Q4 		$555K Sell
11,953
-596,401
-98% -$30.5M 0.12% 180
2018
Q3 		$11M Sell
608,354
-21,046
-3% -$1.2M 0.14% 166
2018
Q2 		$11.2M Buy
629,400
+618,650
+5,755% +$33.1M 0.13% 175
2018
Q1 		$554K Sell
10,750
-879
-8% -$52.2K 0.11% 191
2017
Q4 		$725K Buy
11,629
+596
+5% +$33.7K 0.14% 154
2017
Q3 		$611K Sell
11,033
-1,090
-9% -$57.9K 0.13% 161
2017
Q2 		$674K Buy
12,123
+2,773
+30% +$149K 0.15% 143
2017
Q1 		$513K Buy
9,350
+2,270
+32% +$129K 0.13% 163
2016
Q4 		$397K Buy
7,080
+1,895
+37% +$95.3K 0.13% 159
2016
Q3 		$227K Buy
+5,185
New +$248K 0.08% 236

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Cornerstone Wealth Management's WFC Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Wells Fargo (WFC) stake by 22% in Q2 2026, selling an estimated $264K and leaving 11,680 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #344.

Cornerstone Wealth Management first reported a position in WFC in Q3 2016 and has held it in 39 quarters since. The position peaked at $11.2M in Q2 2018. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cornerstone Wealth Management held 11,680 shares of Wells Fargo worth $965K as of Q2 2026.
  • Cornerstone Wealth Management sold 3,283 Wells Fargo shares in Q2 2026, an estimated $264K.
  • Wells Fargo made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Cornerstone Wealth Management first reported a position in Wells Fargo in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Wells Fargo position peaked at $11.2M in Q2 2018.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.