Eclectic Associates
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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
Q3 		$1.23M Buy
15,394
+270
+2% +$23.4K 0.14% 74
2026
Q2 		$1.25M Sell
15,124
-466
-3% -$37.4K 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

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

Eclectic Associates's WFC Position: Q3 2026 in Review

Eclectic Associates increased its Wells Fargo (WFC) stake by 1.8% in Q3 2026, buying an estimated $23.4K and bringing the position to 15,394 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #74.

Eclectic Associates first reported a position in WFC in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.45M in Q2 2025. 544 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Eclectic Associates held 15,394 shares of Wells Fargo worth $1.23M as of Q3 2026.
  • Eclectic Associates bought 270 Wells Fargo shares in Q3 2026, an estimated $23.4K.
  • Wells Fargo made up 0.14% of Eclectic Associates's portfolio in Q3 2026, its #74 holding.
  • Eclectic Associates first reported a position in Wells Fargo in Q1 2021 and has held it in 23 quarters since.
  • Eclectic Associates's Wells Fargo position peaked at $1.45M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.