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E. Ohman J:or Asset Management’s Wells Fargo WFC Stock Holding History

E. Ohman J:or Asset 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 		$6.23M Sell
75,344
-9,250
-11% -$743K 0.14% 87
2026
Q1 		$6.73M Sell
84,594
-4,600
-5% -$395K 0.18% 78
2025
Q4 		$8.31M Buy
+89,194
New +$7.74M 0.19% 69
2018
Q2 		– Sell
-105,200
Closed -$5.51M – 528
2018
Q1 		$5.51M Sell
105,200
-11,500
-10% -$683K 0.44% 50
2017
Q4 		$7.08M Sell
116,700
-11,000
-9% -$621K 0.58% 41
2017
Q3 		$7.04M Buy
127,700
+5,000
+4% +$266K 0.63% 37
2017
Q2 		$6.8M Sell
122,700
-1,700
-1% -$91.1K 0.69% 37
2017
Q1 		$6.92M Buy
124,400
+13,900
+13% +$789K 0.85% 26
2016
Q4 		$6.09M Buy
110,500
+7,600
+7% +$382K 0.85% 28
2016
Q3 		$4.56M Buy
102,900
+5,800
+6% +$278K 0.68% 38
2016
Q2 		$4.6M Buy
97,100
+9,000
+10% +$439K 0.76% 33
2016
Q1 		$4.26M Sell
88,100
-5,100
-5% -$250K 0.77% 34
2015
Q4 		$5.07M Hold
93,200
– – 0.89% 22
2015
Q3 		$4.79M Sell
93,200
-6,400
-6% -$352K 1.28% 11
2015
Q2 		$5.6M Sell
99,600
-5,000
-5% -$279K 1.31% 11
2015
Q1 		$5.69M Sell
104,600
-1,000
-0.9% -$54K 1.32% 11
2014
Q4 		$5.85M Sell
105,600
-5,900
-5% -$312K 1.39% 10
2014
Q3 		$5.78M Sell
111,500
-100
-0.1% -$5.14K 1.41% 10
2014
Q2 		$5.87M Sell
111,600
-3,000
-3% -$151K 1.44% 8
2014
Q1 		$5.7M Sell
114,600
-11,000
-9% -$512K 1.42% 8
2013
Q4 		$5.71M Sell
125,600
-4,600
-4% -$199K 1.35% 11
2013
Q3 		$5.38M Buy
130,200
+6,500
+5% +$277K 1.36% 11
2013
Q2 		$5.11M Buy
+123,700
New +$4.82M 1.4% 12

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

E. Ohman J:or Asset Management's WFC Position: Q2 2026 in Review

E. Ohman J:or Asset Management reduced its Wells Fargo (WFC) stake by 11% in Q2 2026, selling an estimated $743K and leaving 75,344 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #87.

E. Ohman J:or Asset Management first reported a position in WFC in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.31M in Q4 2025. 912 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • E. Ohman J:or Asset Management held 75,344 shares of Wells Fargo worth $6.23M as of Q2 2026.
  • E. Ohman J:or Asset Management sold 9,250 Wells Fargo shares in Q2 2026, an estimated $743K.
  • Wells Fargo made up 0.14% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #87 holding.
  • E. Ohman J:or Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 23 quarters since.
  • E. Ohman J:or Asset Management's Wells Fargo position peaked at $8.31M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.