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Davis Capital Management’s Wells Fargo WFC Stock Holding History

Davis Capital Management’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 		$16.8K Buy
203
+173
+577% +$13.9K 0.01% 225
2026
Q1 		$2.39K Sell
30
-1
-3% -$86 ﹤0.01% 287
2025
Q4 		$2.89K Hold
31
– – ﹤0.01% 284
2025
Q3 		$2.6K Buy
+31
New +$2.51K ﹤0.01% 288
2020
Q2 		$287K Sell
11,194
-687
-6% -$18.8K 0.53% 55
2020
Q1 		$341K Buy
+11,881
New +$505K 0.72% 50

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Davis Capital Management's WFC Position: Q2 2026 in Review

Davis Capital Management increased its Wells Fargo (WFC) stake by 577% in Q2 2026, buying an estimated $13.9K and bringing the position to 203 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #225.

Davis Capital Management first reported a position in WFC in Q1 2020 and has held it in 6 quarters since. The position peaked at $341K in Q1 2020. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Davis Capital Management held 203 shares of Wells Fargo worth $16.8K as of Q2 2026.
  • Davis Capital Management bought 173 Wells Fargo shares in Q2 2026, an estimated $13.9K.
  • Wells Fargo made up 0.01% of Davis Capital Management's portfolio in Q2 2026, its #225 holding.
  • Davis Capital Management first reported a position in Wells Fargo in Q1 2020 and has held it in 6 quarters since.
  • Davis Capital Management's Wells Fargo position peaked at $341K in Q1 2020.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.