Everence Capital Management’s Wells Fargo WFC Stock Holding History

Everence Capital 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	$3.26M	Buy	+39,424	New	+$3.17M	0.17%	101
2017 Q2	–	Sell	-87,446	Closed	-$4.87M	–	384
2017 Q1	$4.87M	Hold	87,446	–	–	1.28%	10
2016 Q4	$4.82M	Sell	87,446 -6,471	-7%	-$325K	1.39%	10
2016 Q3	$4.16M	Hold	93,917	–	–	1.23%	11
2016 Q2	$4.45M	Buy	93,917 +1,160	+1%	+$56.6K	1.36%	11
2016 Q1	$4.49M	Hold	92,757	–	–	1.39%	9
2015 Q4	$5.04M	Buy	92,757 +12,704	+16%	+$690K	1.63%	6
2015 Q3	$4.11M	Hold	80,053	–	–	1.42%	6
2015 Q2	$4.5M	Hold	80,053	–	–	1.46%	5
2015 Q1	$4.39M	Hold	80,053	–	–	1.47%	6
2014 Q4	$4.39M	Buy	80,053 +9,234	+13%	+$489K	1.5%	6
2014 Q3	$3.64M	Hold	70,819	–	–	1.33%	7
2014 Q2	$3.72M	Buy	70,819 +2,330	+3%	+$117K	1.38%	6
2014 Q1	$3.41M	Hold	68,489	–	–	1.34%	8
2013 Q4	$3.11M	Hold	68,489	–	–	1.25%	10
2013 Q3	$2.83M	Buy	68,489 +30	+0%	+$1.28K	1.21%	13
2013 Q2	$2.83M	Buy	+68,459	New	+$2.67M	1.28%	14

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everence Capital Management's WFC Position: Q2 2026 in Review

Everence Capital Management opened a new position in Wells Fargo (WFC) in Q2 2026: 39,424 shares worth $3.26M. The stake represents 0.17% of the portfolio and ranks #101 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in WFC as recently as Q1 2017.

Everence Capital Management first reported a position in WFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.04M in Q4 2015. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Everence Capital Management held 39,424 shares of Wells Fargo worth $3.26M as of Q2 2026.
Wells Fargo was a new Everence Capital Management position in Q2 2026.
Wells Fargo made up 0.17% of Everence Capital Management's portfolio in Q2 2026, its #101 holding.
Everence Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 17 quarters since.
Everence Capital Management's Wells Fargo position peaked at $5.04M in Q4 2015.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.