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Cromwell Holdings’s Wells Fargo WFC Stock Holding History

Cromwell Holdings’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 		$923K Hold
11,171
– – 0.41% 43
2026
Q1 		$889K Hold
11,171
– – 0.5% 33
2025
Q4 		$1.04M Hold
11,171
– – 0.57% 21
2025
Q3 		$936K Hold
11,171
– – 0.5% 28
2025
Q2 		$895K Hold
11,171
– – 0.54% 25
2025
Q1 		$802K Hold
11,171
– – 0.52% 31
2024
Q4 		$785K Hold
11,171
– – 0.45% 30
2024
Q3 		$631K Hold
11,171
– – 0.41% 36
2024
Q2 		$663K Buy
+11,171
New +$659K 0.4% 39

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cromwell Holdings's WFC Position: Q2 2026 in Review

Cromwell Holdings held its Wells Fargo (WFC) position steady in Q2 2026 at 11,171 shares worth $923K. The position accounts for 0.41% of the portfolio, ranked #43.

Cromwell Holdings first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cromwell Holdings held 11,171 shares of Wells Fargo worth $923K as of Q2 2026.
  • Cromwell Holdings left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.41% of Cromwell Holdings's portfolio in Q2 2026, its #43 holding.
  • Cromwell Holdings first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Wells Fargo position peaked at $1.04M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.