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Cutler Investment Counsel’s Wells Fargo WFC Stock Holding History

Cutler Investment Counsel’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 		$681K Sell
8,241
-176
-2% -$14.1K 0.06% 94
2026
Q1 		$670K Buy
8,417
+58
+0.7% +$4.98K 0.07% 95
2025
Q4 		$779K Hold
8,359
– – 0.08% 91
2025
Q3 		$701K Buy
8,359
+190
+2% +$15.4K 0.07% 91
2025
Q2 		$655K Hold
8,169
– – 0.07% 92
2025
Q1 		$586K Buy
8,169
+33
+0.4% +$2.48K 0.07% 91
2024
Q4 		$571K Hold
8,136
– – 0.07% 92
2024
Q3 		$460K Hold
8,136
– – 0.06% 97
2024
Q2 		$483K Hold
8,136
– – 0.07% 93
2024
Q1 		$472K Sell
8,136
-825
-9% -$43.2K 0.06% 96
2023
Q4 		$441K Buy
8,961
+825
+10% +$35.6K 0.06% 103
2023
Q3 		$332K Buy
8,136
+89
+1% +$3.84K 0.05% 104
2023
Q2 		$343K Hold
8,047
– – 0.05% 109
2023
Q1 		$301K Hold
8,047
– – 0.05% 114
2022
Q4 		$332K Hold
8,047
– – 0.05% 108
2022
Q3 		$324K Hold
8,047
– – 0.05% 102
2022
Q2 		$315K Hold
8,047
– – 0.05% 108
2022
Q1 		$390K Buy
+8,047
New +$431K 0.05% 106

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Cutler Investment Counsel's WFC Position: Q2 2026 in Review

Cutler Investment Counsel reduced its Wells Fargo (WFC) stake by 2.1% in Q2 2026, selling an estimated $14.1K and leaving 8,241 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #94.

Cutler Investment Counsel first reported a position in WFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $779K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Cutler Investment Counsel held 8,241 shares of Wells Fargo worth $681K as of Q2 2026.
  • Cutler Investment Counsel sold 176 Wells Fargo shares in Q2 2026, an estimated $14.1K.
  • Wells Fargo made up 0.06% of Cutler Investment Counsel's portfolio in Q2 2026, its #94 holding.
  • Cutler Investment Counsel first reported a position in Wells Fargo in Q1 2022 and has held it in 18 quarters since.
  • Cutler Investment Counsel's Wells Fargo position peaked at $779K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.