CI
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CX Institutional’s Wells Fargo WFC Stock Holding History

CX Institutional’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 		$1.5M Sell
18,127
-339
-2% -$27.2K 0.04% 286
2026
Q1 		$1.47M Sell
18,466
-979
-5% -$84.1K 0.04% 289
2025
Q4 		$1.81M Sell
19,445
-977
-5% -$84.8K 0.05% 213
2025
Q3 		$1.71M Sell
20,422
-104
-0.5% -$8.43K 0.05% 222
2025
Q2 		$1.65M Buy
20,526
+382
+2% +$27.5K 0.06% 208
2025
Q1 		$1.45M Sell
20,144
-289
-1% -$21.7K 0.05% 232
2024
Q4 		$1.44M Buy
20,433
+1,222
+6% +$83.4K 0.06% 211
2024
Q3 		$1.09M Sell
19,211
-592
-3% -$33.5K 0.05% 274
2024
Q2 		$1.18M Sell
19,803
-5
-0% -$295 0.06% 255
2024
Q1 		$1.15M Sell
19,808
-472
-2% -$24.7K 0.06% 264
2023
Q4 		$998K Buy
20,280
+217
+1% +$9.36K 0.05% 255
2023
Q3 		$820K Buy
20,063
+500
+3% +$21.6K 0.05% 276
2023
Q2 		$835K Buy
19,563
+11,377
+139% +$458K 0.04% 296
2023
Q1 		$309K Sell
8,186
-2,505
-23% -$109K 0.02% 409
2022
Q4 		$441K Buy
10,691
+1,007
+10% +$44.6K 0.03% 382
2022
Q3 		$389K Buy
9,684
+1,198
+14% +$51.5K 0.03% 362
2022
Q2 		$332K Sell
8,486
-747
-8% -$32.8K 0.03% 374
2022
Q1 		$447K Buy
9,233
+909
+11% +$48.7K 0.04% 281
2021
Q4 		$399K Buy
8,324
+387
+5% +$19.1K 0.03% 261
2021
Q3 		$368K Buy
7,937
+251
+3% +$11.6K 0.03% 293
2021
Q2 		$348K Sell
7,686
-2,463
-24% -$110K 0.03% 282
2021
Q1 		$396K Sell
10,149
-83,474
-89% -$2.96M 0.04% 239
2020
Q4 		$2.83M Sell
93,623
-3,935
-4% -$102K 0.27% 107
2020
Q3 		$2.29M Buy
97,558
+32,095
+49% +$791K 0.25% 117
2020
Q2 		$1.68M Buy
65,463
+11,035
+20% +$302K 0.22% 124
2020
Q1 		$1.56M Buy
54,428
+50,437
+1,264% +$2.14M 0.25% 81
2019
Q4 		$215K Hold
3,991
– – 0.04% 192
2019
Q3 		$201K Sell
3,991
-1,831
-31% -$86.3K 0.03% 212
2019
Q2 		$275K Buy
5,822
+71
+1% +$3.32K 0.04% 199
2019
Q1 		$278K Sell
5,751
-31,218
-84% -$1.54M 0.05% 187
2018
Q4 		$1.7M Buy
36,969
+35,985
+3,657% +$1.84M 0.36% 66
2018
Q3 		$52K Hold
984
– – 0.02% 184
2018
Q2 		$55K Buy
+984
New +$52.7K 0.02% 153

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

CX Institutional's WFC Position: Q2 2026 in Review

CX Institutional reduced its Wells Fargo (WFC) stake by 1.8% in Q2 2026, selling an estimated $27.2K and leaving 18,127 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #286.

CX Institutional first reported a position in WFC in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.83M in Q4 2020. 645 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CX Institutional held 18,127 shares of Wells Fargo worth $1.5M as of Q2 2026.
  • CX Institutional sold 339 Wells Fargo shares in Q2 2026, an estimated $27.2K.
  • Wells Fargo made up 0.04% of CX Institutional's portfolio in Q2 2026, its #286 holding.
  • CX Institutional first reported a position in Wells Fargo in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Wells Fargo position peaked at $2.83M in Q4 2020.
  • 645 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.