CWS
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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
2020
Q4 		– Sell
-53,183
Closed -$1.25M – 518
2020
Q3 		$1.25M Buy
+53,183
New +$1.31M 0.32% 64

Other funds holding WFC

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
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
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
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

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.