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Financial Perspectives’s Wells Fargo WFC Stock Holding History

Financial Perspectives’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 		$89.4K Hold
1,082
– – 0.02% 257
2026
Q1 		$86.1K Sell
1,082
-29
-3% -$2.49K 0.02% 247
2025
Q4 		$104K Sell
1,111
-10
-0.9% -$868 0.03% 226
2025
Q3 		$94K Sell
1,121
-62
-5% -$5.03K 0.03% 242
2025
Q2 		$94.8K Hold
1,183
– – 0.03% 229
2025
Q1 		$84.9K Sell
1,183
-210
-15% -$15.8K 0.03% 231
2024
Q4 		$97.8K Buy
1,393
+382
+38% +$26.1K 0.03% 217
2024
Q3 		$57.1K Hold
1,011
– – 0.02% 268
2024
Q2 		$60.1K Hold
1,011
– – 0.02% 259
2024
Q1 		$58.6K Sell
1,011
-5,141
-84% -$269K 0.02% 262
2023
Q4 		$303K Buy
6,152
+1
+0% +$43 0.12% 105
2023
Q3 		$251K Buy
6,151
+3,946
+179% +$170K 0.12% 106
2023
Q2 		$94.1K Buy
2,205
+6
+0.3% +$242 0.04% 197
2023
Q1 		$82.2K Buy
2,199
+6
+0.3% +$262 0.04% 211
2022
Q4 		$90.6K Buy
2,193
+5
+0.2% +$221 0.05% 185
2022
Q3 		$88K Buy
2,188
+6
+0.3% +$258 0.05% 181
2022
Q2 		$85.5K Buy
2,182
+4
+0.2% +$176 0.05% 185
2022
Q1 		$106K Buy
2,178
+839
+63% +$44.9K 0.05% 185
2021
Q4 		$64.2K Hold
1,339
– – 0.03% 221
2021
Q3 		$62.1K Sell
1,339
-521
-28% -$24.1K 0.03% 218
2021
Q2 		$84.2K Sell
1,860
-70,810
-97% -$3.16M 0.04% 206
2021
Q1 		$1.86M Buy
72,670
+70,810
+3,807% +$2.51M 0.09% 148
2020
Q4 		$56.1K Sell
1,860
-808
-30% -$20.9K 0.03% 215
2020
Q3 		$62.7K Hold
2,668
– – 0.04% 185
2020
Q2 		$68.3K Hold
2,668
– – 0.05% 165
2020
Q1 		$76.6K Hold
2,668
– – 0.06% 132
2019
Q4 		$144K Buy
+2,668
New +$140K 0.1% 100

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Financial Perspectives's WFC Position: Q2 2026 in Review

Financial Perspectives held its Wells Fargo (WFC) position steady in Q2 2026 at 1,082 shares worth $89.4K. The position accounts for 0.02% of the portfolio, ranked #257.

Financial Perspectives first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.86M in Q1 2021. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Financial Perspectives held 1,082 shares of Wells Fargo worth $89.4K as of Q2 2026.
  • Financial Perspectives left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #257 holding.
  • Financial Perspectives first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Wells Fargo position peaked at $1.86M in Q1 2021.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.