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COWA LLC’s Wells Fargo WFC Stock Holding History

COWA LLC’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
Q3 		$564K Sell
7,041
-61
-0.9% -$5.28K 0.14% 106
2026
Q2 		$587K Hold
7,102
– – 0.15% 99
2026
Q1 		$565K Sell
7,102
-70
-1% -$6.01K 0.15% 100
2025
Q4 		$668K Buy
7,172
+29
+0.4% +$2.52K 0.2% 82
2025
Q3 		$599K Sell
7,143
-480
-6% -$38.9K 0.2% 83
2025
Q2 		$611K Buy
7,623
+823
+12% +$59.3K 0.23% 74
2025
Q1 		$488K Hold
6,800
– – 0.21% 85
2024
Q4 		$478K Hold
6,800
– – 0.22% 82
2024
Q3 		$384K Sell
6,800
-500
-7% -$28.3K 0.18% 91
2024
Q2 		$434K Sell
7,300
-100
-1% -$5.9K 0.23% 80
2024
Q1 		$429K Hold
7,400
– – 0.25% 81
2023
Q4 		$364K Hold
7,400
– – 0.23% 78
2023
Q3 		$302K Hold
7,400
– – 0.2% 82
2023
Q2 		$316K Hold
7,400
– – 0.21% 84
2023
Q1 		$277K Hold
7,400
– – 0.23% 88
2022
Q4 		$306K Buy
7,400
+600
+9% +$26.6K 0.19% 95
2022
Q3 		$273K Sell
6,800
-2,500
-27% -$107K 0.18% 92
2022
Q2 		$364K Hold
9,300
– – 0.21% 90
2022
Q1 		$451K Hold
9,300
– – 0.22% 81
2021
Q4 		$446K Sell
9,300
-264
-3% -$13K 0.22% 74
2021
Q3 		$444K Sell
9,564
-300
-3% -$13.9K 0.25% 73
2021
Q2 		$448K Sell
9,864
-2,700
-21% -$121K 0.28% 64
2021
Q1 		$508K Buy
12,564
+564
+5% +$20K 0.3% 61
2020
Q4 		$408K Buy
+12,000
New +$311K 0.31% 64

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

COWA LLC's WFC Position: Q3 2026 in Review

COWA LLC reduced its Wells Fargo (WFC) stake by 0.86% in Q3 2026, selling an estimated $5.28K and leaving 7,041 shares worth $564K. The position accounts for 0.14% of the portfolio, ranked #106.

COWA LLC first reported a position in WFC in Q4 2020 and has held it in 24 quarters since. The position peaked at $668K in Q4 2025. 1,437 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • COWA LLC held 7,041 shares of Wells Fargo worth $564K as of Q3 2026.
  • COWA LLC sold 61 Wells Fargo shares in Q3 2026, an estimated $5.28K.
  • Wells Fargo made up 0.14% of COWA LLC's portfolio in Q3 2026, its #106 holding.
  • COWA LLC first reported a position in Wells Fargo in Q4 2020 and has held it in 24 quarters since.
  • COWA LLC's Wells Fargo position peaked at $668K in Q4 2025.
  • 1,437 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.