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Eclectic Associates’s Wells Fargo WFC Stock Holding History

Eclectic Associates’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 		$1.25M Sell
15,124
-466
-3% -$37.5K 0.14% 73
2026
Q1 		$1.24M Buy
15,590
+1,438
+10% +$124K 0.16% 70
2025
Q4 		$1.32M Sell
14,152
-382
-3% -$33.2K 0.21% 65
2025
Q3 		$1.22M Sell
14,534
-3,614
-20% -$293K 0.22% 62
2025
Q2 		$1.45M Buy
18,148
+2,363
+15% +$170K 0.32% 57
2025
Q1 		$1.13M Sell
15,785
-16
-0.1% -$1.2K 0.3% 61
2024
Q4 		$1.11M Buy
15,801
+349
+2% +$23.8K 0.33% 59
2024
Q3 		$873K Buy
15,452
+178
+1% +$10.1K 0.34% 47
2024
Q2 		$907K Buy
15,274
+1,558
+11% +$92K 0.4% 41
2024
Q1 		$795K Buy
13,716
+531
+4% +$27.8K 0.36% 46
2023
Q4 		$649K Sell
13,185
-856
-6% -$36.9K 0.31% 45
2023
Q3 		$574K Buy
14,041
+280
+2% +$12.1K 0.29% 49
2023
Q2 		$587K Sell
13,761
-619
-4% -$24.9K 0.29% 48
2023
Q1 		$538K Buy
14,380
+777
+6% +$33.9K 0.28% 49
2022
Q4 		$562K Buy
13,603
+167
+1% +$7.39K 0.27% 49
2022
Q3 		$540K Sell
13,436
-796
-6% -$34.2K 0.35% 42
2022
Q2 		$557K Buy
14,232
+2,630
+23% +$115K 0.37% 41
2022
Q1 		$562K Buy
11,602
+1,467
+14% +$78.5K 0.36% 46
2021
Q4 		$486K Buy
10,135
+1,912
+23% +$94.1K 0.31% 51
2021
Q3 		$382K Buy
8,223
+881
+12% +$40.8K 0.28% 50
2021
Q2 		$333K Buy
7,342
+863
+13% +$38.5K 0.25% 49
2021
Q1 		$253K Buy
+6,479
New +$229K 0.21% 54

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Eclectic Associates's WFC Position: Q2 2026 in Review

Eclectic Associates reduced its Wells Fargo (WFC) stake by 3% in Q2 2026, selling an estimated $37.5K and leaving 15,124 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #73.

Eclectic Associates first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.45M in Q2 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Eclectic Associates held 15,124 shares of Wells Fargo worth $1.25M as of Q2 2026.
  • Eclectic Associates sold 466 Wells Fargo shares in Q2 2026, an estimated $37.5K.
  • Wells Fargo made up 0.14% of Eclectic Associates's portfolio in Q2 2026, its #73 holding.
  • Eclectic Associates first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Eclectic Associates's Wells Fargo position peaked at $1.45M in Q2 2025.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.