Credential Securities’s Wells Fargo WFC Stock Holding History

Credential Securities’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
2018 Q2	$1.66M	Sell	30,013 -1,652	-5%	-$88.5K	0.38%	46
2018 Q1	$1.66M	Sell	31,665 -5,001	-14%	-$297K	0.4%	46
2017 Q4	$2.23M	Sell	36,666 -321	-0.9%	-$18.1K	0.54%	43
2017 Q3	$2.04M	Sell	36,987 -5,614	-13%	-$298K	0.55%	44
2017 Q2	$2.38M	Buy	42,601 +1,479	+4%	+$79.2K	0.73%	41
2017 Q1	$2.29M	Buy	41,122 +403	+1%	+$22.9K	0.8%	34
2016 Q4	$2.24M	Buy	40,719 +1,351	+3%	+$67.9K	0.9%	32
2016 Q3	$1.74M	Buy	39,368 +1,079	+3%	+$51.6K	0.79%	31
2016 Q2	$1.81M	Buy	38,289 +1,134	+3%	+$55.3K	0.94%	25
2016 Q1	$1.8M	Buy	37,155 +1,176	+3%	+$57.6K	1.04%	20
2015 Q4	$1.95M	Buy	35,979 +1,281	+4%	+$69.6K	1.28%	16
2015 Q3	$1.78M	Buy	34,698 +1,289	+4%	+$70.9K	1.24%	15
2015 Q2	$1.88M	Buy	33,409 +1,565	+5%	+$87.3K	1.19%	19
2015 Q1	$1.73M	Buy	31,844 +1,774	+6%	+$95.9K	1.13%	21
2014 Q4	$1.65M	Buy	30,070 +1,563	+5%	+$82.7K	1.07%	21
2014 Q3	$1.47M	Buy	28,507 +1,763	+7%	+$90.7K	0.99%	21
2014 Q2	$1.41M	Buy	26,744 +2,179	+9%	+$110K	0.93%	24
2014 Q1	$1.22M	Buy	+24,565	New	+$1.14M	0.91%	30

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credential Securities's WFC Position: Q2 2018 in Review

Credential Securities reduced its Wells Fargo (WFC) stake by 5.2% in Q2 2018, selling an estimated $88.5K and leaving 30,013 shares worth $1.66M. The position accounts for 0.38% of the portfolio, ranked #46.

Credential Securities first reported a position in WFC in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.38M in Q2 2017. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Credential Securities held 30,013 shares of Wells Fargo worth $1.66M as of Q2 2018.
Credential Securities sold 1,652 Wells Fargo shares in Q2 2018, an estimated $88.5K.
Wells Fargo made up 0.38% of Credential Securities's portfolio in Q2 2018, its #46 holding.
Credential Securities first reported a position in Wells Fargo in Q1 2014 and has held it in 18 quarters since.
Credential Securities's Wells Fargo position peaked at $2.38M in Q2 2017.
1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.