Edgemoor Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $240K | Sell |
2,904
-18
| -0.6% | -$1.45K | 0.02% | 165 |
|
|
2026
Q1 | $233K | Hold |
2,922
| – | – | 0.02% | 161 |
|
|
2025
Q4 | $272K | Sell |
2,922
-435
| -13% | -$37.8K | 0.02% | 149 |
|
|
2025
Q3 | $281K | Buy |
3,357
+435
| +15% | +$35.3K | 0.02% | 157 |
|
|
2025
Q2 | $234K | Buy |
2,922
+18
| +0.6% | +$1.3K | 0.02% | 157 |
|
|
2025
Q1 | $208K | Hold |
2,904
| – | – | 0.02% | 159 |
|
|
2024
Q4 | $204K | Buy |
+2,904
| New | +$198K | 0.02% | 164 |
|
|
2019
Q3 | – | Sell |
-4,619
| Closed | -$219K | – | 138 |
|
|
2019
Q2 | $219K | Sell |
4,619
-2,605
| -36% | -$122K | 0.03% | 130 |
|
|
2019
Q1 | $349K | Sell |
7,224
-258
| -3% | -$12.7K | 0.05% | 105 |
|
|
2018
Q4 | $345K | Hold |
7,482
| – | – | 0.05% | 102 |
|
|
2018
Q3 | $393K | Sell |
7,482
-1,328
| -15% | -$75.8K | 0.05% | 100 |
|
|
2018
Q2 | $488K | Hold |
8,810
| – | – | 0.07% | 97 |
|
|
2018
Q1 | $462K | Sell |
8,810
-4,467
| -34% | -$265K | 0.06% | 103 |
|
|
2017
Q4 | $830K | Sell |
13,277
-1,057
| -7% | -$59.7K | 0.1% | 87 |
|
|
2017
Q3 | $790K | Hold |
14,334
| – | – | 0.11% | 93 |
|
|
2017
Q2 | $794K | Buy |
14,334
+1,124
| +9% | +$60.2K | 0.11% | 93 |
|
|
2017
Q1 | $735K | Buy |
13,210
+201
| +2% | +$11.4K | 0.1% | 88 |
|
|
2016
Q4 | $717K | Sell |
13,009
-973
| -7% | -$48.9K | 0.11% | 83 |
|
|
2016
Q3 | $619K | Sell |
13,982
-400
| -3% | -$19.1K | 0.1% | 88 |
|
|
2016
Q2 | $681K | Buy |
14,382
+1,000
| +7% | +$48.8K | 0.11% | 86 |
|
|
2016
Q1 | $647K | Sell |
13,382
-1,790
| -12% | -$87.6K | 0.1% | 89 |
|
|
2015
Q4 | $825K | Sell |
15,172
-1,059
| -7% | -$57.5K | 0.12% | 92 |
|
|
2015
Q3 | $833K | Hold |
16,231
| – | – | 0.13% | 93 |
|
|
2015
Q2 | $913K | Hold |
16,231
| – | – | 0.13% | 87 |
|
|
2015
Q1 | $883K | Buy |
16,231
+549
| +4% | +$29.7K | 0.13% | 89 |
|
|
2014
Q4 | $860K | Sell |
15,682
-47
| -0.3% | -$2.49K | 0.13% | 87 |
|
|
2014
Q3 | $816K | Buy |
15,729
+200
| +1% | +$10.3K | 0.12% | 91 |
|
|
2014
Q2 | $816K | Buy |
15,529
+1,296
| +9% | +$65.1K | 0.12% | 93 |
|
|
2014
Q1 | $708K | Hold |
14,233
| – | – | 0.11% | 88 |
|
|
2013
Q4 | $646K | Sell |
14,233
-252
| -2% | -$10.9K | 0.1% | 92 |
|
|
2013
Q3 | $599K | Sell |
14,485
-896
| -6% | -$38.2K | 0.1% | 96 |
|
|
2013
Q2 | $635K | Buy |
+15,381
| New | +$599K | 0.11% | 97 |
|
Other funds holding WFC
Edgemoor Investment Advisors's WFC Position: Q2 2026 in Review
Edgemoor Investment Advisors reduced its Wells Fargo (WFC) stake by 0.62% in Q2 2026, selling an estimated $1.45K and leaving 2,904 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #165.
Edgemoor Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 32 quarters since. The position peaked at $913K in Q2 2015. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Edgemoor Investment Advisors held 2,904 shares of Wells Fargo worth $240K as of Q2 2026.
- Edgemoor Investment Advisors sold 18 Wells Fargo shares in Q2 2026, an estimated $1.45K.
- Wells Fargo made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #165 holding.
- Edgemoor Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 32 quarters since.
- Edgemoor Investment Advisors's Wells Fargo position peaked at $913K in Q2 2015.
- 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.