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Ferguson Wellman Capital Management’s Wells Fargo WFC Stock Holding History

Ferguson Wellman 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 		$80.5M Sell
974,537
-3,775
-0.4% -$303K 0.98% 27
2026
Q1 		$77.9M Buy
978,312
+13,852
+1% +$1.19M 1.06% 27
2025
Q4 		$89.9M Buy
964,460
+28,639
+3% +$2.49M 1.44% 21
2025
Q3 		$78.4M Buy
935,821
+11,859
+1% +$962K 1.27% 23
2025
Q2 		$74M Buy
923,962
+134,921
+17% +$9.73M 1.3% 24
2025
Q1 		$56.6M Buy
789,041
+407,769
+107% +$30.6M 1.1% 26
2024
Q4 		$26.8M Buy
381,272
+349,251
+1,091% +$23.8M 0.51% 52
2024
Q3 		$1.81M Buy
32,021
+2,800
+10% +$158K 0.04% 142
2024
Q2 		$1.74M Sell
29,221
-909
-3% -$53.7K 0.04% 138
2024
Q1 		$1.75M Sell
30,130
-781
-3% -$40.9K 0.04% 144
2023
Q4 		$1.52M Sell
30,911
-99
-0.3% -$4.27K 0.03% 155
2023
Q3 		$1.27M Buy
31,010
+120
+0.4% +$5.18K 0.03% 160
2023
Q2 		$1.32M Buy
30,890
+4,505
+17% +$181K 0.03% 167
2023
Q1 		$986K Buy
26,385
+42
+0.2% +$1.83K 0.02% 191
2022
Q4 		$1.09M Buy
26,343
+3,978
+18% +$176K 0.03% 179
2022
Q3 		$900K Buy
22,365
+61
+0.3% +$2.62K 0.04% 163
2022
Q2 		$874K Sell
22,304
-871
-4% -$38.2K 0.03% 182
2022
Q1 		$1.12M Buy
23,175
+383
+2% +$20.5K 0.04% 173
2021
Q4 		$1.09M Buy
22,792
+1,380
+6% +$67.9K 0.03% 176
2021
Q3 		$994K Hold
21,412
– – 0.03% 186
2021
Q2 		$970K Sell
21,412
-1,000
-4% -$44.7K 0.03% 185
2021
Q1 		$876K Sell
22,412
-409
-2% -$14.5K 0.03% 189
2020
Q4 		$689K Sell
22,821
-19,142
-46% -$496K 0.02% 253
2020
Q3 		$987K Sell
41,963
-8,184
-16% -$202K 0.03% 213
2020
Q2 		$1.28M Sell
50,147
-15,849
-24% -$434K 0.04% 183
2020
Q1 		$1.89M Sell
65,996
-10,547
-14% -$448K 0.07% 151
2019
Q4 		$4.12M Sell
76,543
-5,612
-7% -$294K 0.12% 137
2019
Q3 		$4.14M Buy
82,155
+26,733
+48% +$1.26M 0.13% 125
2019
Q2 		$2.62M Sell
55,422
-6,136
-10% -$287K 0.09% 144
2019
Q1 		$2.98M Sell
61,558
-2,214
-3% -$109K 0.1% 140
2018
Q4 		$2.94M Sell
63,772
-11,779
-16% -$603K 0.11% 147
2018
Q3 		$3.97M Sell
75,551
-2,277
-3% -$130K 0.13% 131
2018
Q2 		$4.32M Sell
77,828
-12,395
-14% -$664K 0.15% 132
2018
Q1 		$4.73M Sell
90,223
-704,612
-89% -$41.9M 0.17% 130
2017
Q4 		$48.2M Sell
794,835
-5,425
-0.7% -$306K 1.66% 11
2017
Q3 		$44.1M Sell
800,260
-8,000
-1% -$425K 1.59% 12
2017
Q2 		$44.8M Buy
808,260
+174,052
+27% +$9.33M 1.68% 11
2017
Q1 		$35.3M Buy
634,208
+561,693
+775% +$31.9M 1.36% 21
2016
Q4 		$4M Buy
72,515
+708
+1% +$35.6K 0.16% 122
2016
Q3 		$3.18M Sell
71,807
-36,560
-34% -$1.75M 0.14% 127
2016
Q2 		$5.13M Sell
108,367
-5,715
-5% -$279K 0.22% 109
2016
Q1 		$5.52M Sell
114,082
-420,249
-79% -$20.6M 0.23% 110
2015
Q4 		$29M Buy
534,331
+10,477
+2% +$569K 1.2% 23
2015
Q3 		$26.9M Buy
523,854
+24,547
+5% +$1.35M 1.19% 24
2015
Q2 		$28.1M Buy
499,307
+13,175
+3% +$735K 1.16% 23
2015
Q1 		$26.4M Buy
486,132
+21,103
+5% +$1.14M 1.09% 26
2014
Q4 		$25.5M Buy
465,029
+13,254
+3% +$702K 1.03% 34
2014
Q3 		$23.4M Buy
451,775
+8,987
+2% +$462K 1% 33
2014
Q2 		$23.3M Buy
442,788
+5,461
+1% +$275K 0.98% 35
2014
Q1 		$21.8M Buy
437,327
+10,346
+2% +$482K 0.97% 33
2013
Q4 		$19.4M Sell
426,981
-9,003
-2% -$389K 0.87% 45
2013
Q3 		$18M Buy
435,984
+12,056
+3% +$515K 0.89% 41
2013
Q2 		$17.5M Buy
+423,928
New +$16.5M 1.35% 32

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Ferguson Wellman Capital Management's WFC Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Wells Fargo (WFC) stake by 0.39% in Q2 2026, selling an estimated $303K and leaving 974,537 shares worth $80.5M. The position accounts for 0.98% of the portfolio, ranked #27.

Ferguson Wellman Capital Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $89.9M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ferguson Wellman Capital Management held 974,537 shares of Wells Fargo worth $80.5M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 3,775 Wells Fargo shares in Q2 2026, an estimated $303K.
  • Wells Fargo made up 0.98% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #27 holding.
  • Ferguson Wellman Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Wells Fargo position peaked at $89.9M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.