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Cullen Investment Group’s Wells Fargo WFC Stock Holding History

Cullen Investment 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 		$9.57M Buy
115,732
+7,918
+7% +$636K 1.16% 26
2026
Q1 		$8.58M Buy
107,814
+16,607
+18% +$1.43M 1.13% 26
2025
Q4 		$8.75M Buy
91,207
+79,109
+654% +$6.87M 1.13% 21
2025
Q3 		$976K Sell
12,098
-17
-0.1% -$1.38K 0.13% 102
2025
Q2 		$971K Buy
12,115
+52
+0.4% +$3.75K 0.14% 103
2025
Q1 		$866K Sell
12,063
-1,154
-9% -$86.6K 0.13% 110
2024
Q4 		$928K Sell
13,217
-99
-0.7% -$6.76K 0.14% 111
2024
Q3 		$752K Sell
13,316
-63
-0.5% -$3.56K 0.11% 122
2024
Q2 		$795K Sell
13,379
-1,148
-8% -$67.8K 0.13% 113
2024
Q1 		$833K Buy
14,527
+539
+4% +$28.2K 0.13% 117
2023
Q4 		$688K Buy
+13,988
New +$604K 0.12% 122

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cullen Investment Group's WFC Position: Q2 2026 in Review

Cullen Investment Group increased its Wells Fargo (WFC) stake by 7.3% in Q2 2026, buying an estimated $636K and bringing the position to 115,732 shares worth $9.57M. The position accounts for 1.16% of the portfolio, ranked #26.

Cullen Investment Group first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 571 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cullen Investment Group held 115,732 shares of Wells Fargo worth $9.57M as of Q2 2026.
  • Cullen Investment Group bought 7,918 Wells Fargo shares in Q2 2026, an estimated $636K.
  • Wells Fargo made up 1.16% of Cullen Investment Group's portfolio in Q2 2026, its #26 holding.
  • Cullen Investment Group first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 571 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.