Financial Management Professionals’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 | $175K | Buy |
2,119
+586
| +38% | +$47.1K | 0.02% | 183 |
|
|
2026
Q1 | $122K | Sell |
1,533
-64
| -4% | -$5.5K | 0.01% | 184 |
|
|
2025
Q4 | $149K | Buy |
1,597
+672
| +73% | +$58.3K | 0.02% | 169 |
|
|
2025
Q3 | $77.6K | Buy |
925
+71
| +8% | +$5.76K | 0.01% | 218 |
|
|
2025
Q2 | $68.4K | Buy |
854
+138
| +19% | +$9.95K | 0.01% | 218 |
|
|
2025
Q1 | $51.4K | Sell |
716
-58
| -7% | -$4.36K | 0.01% | 253 |
|
|
2024
Q4 | $54.4K | Buy |
774
+30
| +4% | +$2.05K | 0.01% | 256 |
|
|
2024
Q3 | $42K | Buy |
744
+15
| +2% | +$848 | 0.01% | 287 |
|
|
2024
Q2 | $43K | Sell |
729
-116
| -14% | -$6.85K | 0.01% | 278 |
|
|
2024
Q1 | $49K | Buy |
845
+27
| +3% | +$1.41K | 0.01% | 285 |
|
|
2023
Q4 | $40K | Buy |
818
+195
| +31% | +$8.41K | 0.01% | 288 |
|
|
2023
Q3 | $25K | Buy |
623
+96
| +18% | +$4.14K | ﹤0.01% | 342 |
|
|
2023
Q2 | $22K | Buy |
527
+419
| +388% | +$16.9K | ﹤0.01% | 389 |
|
|
2023
Q1 | $4K | Sell |
108
-456
| -81% | -$19.9K | ﹤0.01% | 737 |
|
|
2022
Q4 | $23K | Sell |
564
-124
| -18% | -$5.49K | ﹤0.01% | 352 |
|
|
2022
Q3 | $28K | Buy |
688
+275
| +67% | +$11.8K | 0.01% | 285 |
|
|
2022
Q2 | $16K | Sell |
413
-109
| -21% | -$4.78K | ﹤0.01% | 397 |
|
|
2022
Q1 | $25K | Buy |
522
+344
| +193% | +$18.4K | 0.01% | 324 |
|
|
2021
Q4 | $9K | Buy |
178
+47
| +36% | +$2.31K | ﹤0.01% | 514 |
|
|
2021
Q3 | $6K | Buy |
131
+24
| +22% | +$1.11K | ﹤0.01% | 576 |
|
|
2021
Q2 | $5K | Sell |
107
-104
| -49% | -$4.64K | ﹤0.01% | 535 |
|
|
2021
Q1 | $8K | Buy |
211
+173
| +455% | +$6.12K | ﹤0.01% | 415 |
|
|
2020
Q4 | $1K | Buy |
+38
| New | +$984 | ﹤0.01% | 618 |
|
|
2020
Q3 | – | Sell |
-104
| Closed | -$3K | – | 647 |
|
|
2020
Q2 | $3K | Buy |
+104
| New | +$2.85K | ﹤0.01% | 472 |
|
|
2020
Q1 | – | Sell |
-61
| Closed | -$3K | – | 373 |
|
|
2019
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 263 |
|
|
2019
Q3 | $3K | Buy |
+61
| New | +$2.87K | ﹤0.01% | 241 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$3K | – | 311 |
|
|
2018
Q1 | $3K | Buy |
+64
| New | +$3.8K | ﹤0.01% | 241 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$8K | – | 272 |
|
|
2017
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 165 |
|
|
2017
Q1 | $8K | Buy |
+160
| New | +$9.08K | ﹤0.01% | 187 |
|
|
2016
Q4 | – | Sell |
-185
| Closed | -$8K | – | 328 |
|
|
2016
Q3 | $8K | Sell |
185
-469
| -72% | -$22.4K | ﹤0.01% | 194 |
|
|
2016
Q2 | $33K | Buy |
654
+334
| +104% | +$16.3K | 0.02% | 108 |
|
|
2016
Q1 | $15K | Buy |
+320
| New | +$15.7K | 0.01% | 123 |
|
|
2015
Q3 | – | Sell |
-76
| Closed | -$4K | – | 291 |
|
|
2015
Q2 | $4K | Sell |
76
-75
| -50% | -$4.18K | ﹤0.01% | 216 |
|
|
2015
Q1 | $8K | Hold |
151
| – | – | ﹤0.01% | 190 |
|
|
2014
Q4 | $8K | Buy |
+151
| New | +$7.99K | ﹤0.01% | 209 |
|
Other funds holding WFC
LMFP
CF
DJC
BPC
FWCM
DC
Financial Management Professionals's WFC Position: Q2 2026 in Review
Financial Management Professionals increased its Wells Fargo (WFC) stake by 38% in Q2 2026, buying an estimated $47.1K and bringing the position to 2,119 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #183.
Financial Management Professionals first reported a position in WFC in Q4 2014 and has held it in 35 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Financial Management Professionals held 2,119 shares of Wells Fargo worth $175K as of Q2 2026.
- Financial Management Professionals bought 586 Wells Fargo shares in Q2 2026, an estimated $47.1K.
- Wells Fargo made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #183 holding.
- Financial Management Professionals first reported a position in Wells Fargo in Q4 2014 and has held it in 35 quarters since.
- 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.