Cypress Wealth Services’s Wells Fargo WFC Stock Holding History

Cypress Wealth Services’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	$1.65M	Sell	20,018 -1,015	-5%	-$81.6K	0.2%	88
2026 Q1	$1.67M	Sell	21,033 -78	-0.4%	-$6.7K	0.24%	84
2025 Q4	$1.97M	Buy	21,111 +3,928	+23%	+$341K	0.27%	72
2025 Q3	$1.44M	Buy	17,183 +848	+5%	+$68.8K	0.24%	79
2025 Q2	$1.31M	Sell	16,335 -1,242	-7%	-$89.5K	0.23%	82
2025 Q1	$1.26M	Buy	17,577 +1,573	+10%	+$118K	0.26%	74
2024 Q4	$1.12M	Buy	16,004 +189	+1%	+$12.9K	0.23%	77
2024 Q3	$893K	Buy	15,815 +13	+0.1%	+$735	0.18%	93
2024 Q2	$939K	Buy	15,802 +206	+1%	+$12.2K	0.21%	81
2024 Q1	$904K	Sell	15,596 -706	-4%	-$36.9K	0.21%	83
2023 Q4	$802K	Sell	16,302 -75	-0.5%	-$3.24K	0.2%	90
2023 Q3	$669K	Buy	16,377 +16	+0.1%	+$691	0.19%	105
2023 Q2	$732K	Buy	16,361 +2,218	+16%	+$89.3K	0.19%	99
2023 Q1	$529K	Buy	14,143 +786	+6%	+$34.3K	0.15%	118
2022 Q4	$552K	Sell	13,357 -459	-3%	-$20.3K	0.18%	106
2022 Q3	$577K	Sell	13,816 -31,796	-70%	-$1.37M	0.2%	99
2022 Q2	$1.79M	Buy	45,612 +2,195	+5%	+$96.3K	0.57%	43
2022 Q1	$2.1M	Buy	43,417 +1,629	+4%	+$87.2K	0.57%	43
2021 Q4	$2M	Sell	41,788 -5,421	-11%	-$267K	0.55%	48
2021 Q3	$2.19M	Sell	47,209 -1,278	-3%	-$59.2K	0.66%	42
2021 Q2	$2.2M	Sell	48,487 -1,531	-3%	-$68.4K	0.6%	43
2021 Q1	$1.95M	Sell	50,018 -2,890	-5%	-$102K	0.41%	54
2020 Q4	$1.6M	Buy	+52,908	New	+$1.37M	0.36%	57
2020 Q3	–	Sell	-54,453	Closed	-$1.34M	–	504
2020 Q2	$1.39M	Buy	54,453 +3,704	+7%	+$101K	0.33%	73
2020 Q1	$1.46M	Sell	50,749 -3,186	-6%	-$135K	0.43%	68
2019 Q4	$2.9M	Sell	53,935 -11,750	-18%	-$615K	0.73%	43
2019 Q3	$3.31M	Buy	65,685 +49,882	+316%	+$2.35M	0.91%	34
2019 Q2	$748K	Buy	15,803 +3,577	+29%	+$167K	0.22%	108
2019 Q1	$591K	Buy	12,226 +1,374	+13%	+$67.6K	0.19%	110
2018 Q4	$500K	Sell	10,852 -1,720	-14%	-$88.1K	0.2%	108
2018 Q3	$661K	Buy	12,572 +262	+2%	+$15K	0.24%	98
2018 Q2	$682K	Sell	12,310 -936	-7%	-$50.1K	0.26%	96
2018 Q1	$694K	Sell	13,246 -2,290	-15%	-$136K	0.3%	88
2017 Q4	$943K	Buy	+15,536	New	+$877K	0.39%	70

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Cypress Wealth Services's WFC Position: Q2 2026 in Review

Cypress Wealth Services reduced its Wells Fargo (WFC) stake by 4.8% in Q2 2026, selling an estimated $81.6K and leaving 20,018 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #88.

Cypress Wealth Services first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.31M in Q3 2019. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cypress Wealth Services held 20,018 shares of Wells Fargo worth $1.65M as of Q2 2026.
Cypress Wealth Services sold 1,015 Wells Fargo shares in Q2 2026, an estimated $81.6K.
Wells Fargo made up 0.2% of Cypress Wealth Services's portfolio in Q2 2026, its #88 holding.
Cypress Wealth Services first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's Wells Fargo position peaked at $3.31M in Q3 2019.
988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.