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Davis Rea’s Wells Fargo WFC Stock Holding History

Davis Rea’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
Q3 		– Sell
-60,000
Closed -$4.96M – 45
2026
Q2 		$4.96M Buy
+60,000
New +$4.82M 1.41% 24
2020
Q1 		– Sell
-55,251
Closed -$2.97M – 51
2019
Q4 		$2.97M Buy
55,251
+1,172
+2% +$61.4K 2.03% 22
2019
Q3 		$2.73M Sell
54,079
-30,935
-36% -$1.46M 2% 22
2019
Q2 		$4.02M Buy
85,014
+1,548
+2% +$72.4K 2.32% 17
2019
Q1 		$4.03M Buy
83,466
+567
+0.7% +$27.9K 2.37% 18
2018
Q4 		$3.82M Buy
82,899
+21,025
+34% +$1.08M 2.53% 19
2018
Q3 		$3.25M Buy
61,874
+18,055
+41% +$1.03M 1.84% 24
2018
Q2 		$2.43M Buy
43,819
+3,050
+7% +$163K 1.6% 25
2018
Q1 		$2.14M Sell
40,769
-21,746
-35% -$1.29M 1.36% 25
2017
Q4 		$3.79M Buy
62,515
+43,390
+227% +$2.45M 2.1% 22
2017
Q3 		$1.06M Buy
+19,125
New +$1.02M 0.62% 34

Other funds holding WFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davis Rea's WFC Position: Q3 2026 in Review

Davis Rea sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 60,000 shares — an estimated $4.96M sold.

Davis Rea first reported a position in WFC in Q3 2017 and held it in 11 quarters. The position peaked at $4.96M in Q2 2026. 503 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Davis Rea reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Davis Rea sold 60,000 Wells Fargo shares in Q3 2026, an estimated $4.96M.
  • Davis Rea first reported a position in Wells Fargo in Q3 2017 and held it in 11 quarters.
  • Davis Rea's Wells Fargo position peaked at $4.96M in Q2 2026.
  • 503 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Davis Rea's 13F filing for Q3 2026, filed 13 Oct 2026.