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CWA Asset Management Group’s Wells Fargo WFC Stock Holding History

CWA Asset Management 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 		$1.2M Sell
14,499
-58,454
-80% -$4.7M 0.04% 374
2026
Q1 		$5.81M Buy
72,953
+926
+1% +$79.5K 0.2% 113
2025
Q4 		$6.71M Buy
72,027
+4,912
+7% +$426K 0.24% 90
2025
Q3 		$5.63M Buy
67,115
+53,533
+394% +$4.34M 0.21% 100
2025
Q2 		$1.09M Sell
13,582
-44,465
-77% -$3.21M 0.05% 318
2025
Q1 		$4.17M Buy
58,047
+9,537
+20% +$716K 0.2% 114
2024
Q4 		$3.41M Buy
48,510
+7,791
+19% +$532K 0.17% 116
2024
Q3 		$2.3M Buy
+40,719
New +$2.3M 0.12% 144
2024
Q1 		$1.71M Buy
29,438
+23,641
+408% +$1.24M 0.1% 158
2023
Q4 		$285K Buy
+5,797
New +$250K 0.02% 342
2023
Q1 		– Sell
-5,782
Closed -$239K – 365
2022
Q4 		$239K Buy
5,782
+782
+16% +$34.6K 0.02% 286
2022
Q3 		$201K Buy
+5,000
New +$215K 0.02% 286
2019
Q3 		– Sell
-5,980
Closed -$283K – 249
2019
Q2 		$283K Buy
5,980
+438
+8% +$20.5K 0.05% 176
2019
Q1 		$268K Sell
5,542
-4,084
-42% -$201K 0.05% 169
2018
Q4 		$444K Sell
9,626
-403
-4% -$20.6K 0.1% 119
2018
Q3 		$527K Sell
10,029
-3,757
-27% -$215K 0.12% 113
2018
Q2 		$764K Sell
13,786
-54,382
-80% -$2.91M 0.18% 90
2018
Q1 		$3.57M Buy
68,168
+6,192
+10% +$368K 0.88% 43
2017
Q4 		$3.76M Buy
61,976
+4,749
+8% +$268K 0.99% 32
2017
Q3 		$3.16M Buy
57,227
+2,981
+5% +$158K 0.92% 39
2017
Q2 		$3.01M Buy
54,246
+9,897
+22% +$530K 0.95% 36
2017
Q1 		$2.47M Buy
44,349
+13,025
+42% +$739K 0.84% 40
2016
Q4 		$1.73M Buy
31,324
+7,584
+32% +$381K 0.74% 45
2016
Q3 		$1.05M Sell
23,740
-1,872
-7% -$89.6K 0.58% 58
2016
Q2 		$1.21M Buy
25,612
+1,393
+6% +$67.9K 0.74% 43
2016
Q1 		$1.17M Buy
24,219
+1,483
+7% +$72.6K 1.2% 26
2015
Q4 		$1.24M Buy
+22,736
New +$1.23M 1.39% 8

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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

CWA Asset Management Group's WFC Position: Q2 2026 in Review

CWA Asset Management Group reduced its Wells Fargo (WFC) stake by 80% in Q2 2026, selling an estimated $4.7M and leaving 14,499 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #374.

CWA Asset Management Group first reported a position in WFC in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.71M in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CWA Asset Management Group held 14,499 shares of Wells Fargo worth $1.2M as of Q2 2026.
  • CWA Asset Management Group sold 58,454 Wells Fargo shares in Q2 2026, an estimated $4.7M.
  • Wells Fargo made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #374 holding.
  • CWA Asset Management Group first reported a position in Wells Fargo in Q4 2015 and has held it in 27 quarters since.
  • CWA Asset Management Group's Wells Fargo position peaked at $6.71M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.