First City Capital Management’s Wells Fargo WFC Stock Holding History

First City 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	$883K	Sell	10,686 -25	-0.2%	-$2.01K	0.43%	60
2026 Q1	$853K	Sell	10,711 -850	-7%	-$73K	0.45%	60
2025 Q4	$1.08M	Sell	11,561 -3,525	-23%	-$306K	0.57%	41
2025 Q3	$1.26M	Sell	15,086 -1,540	-9%	-$125K	0.68%	37
2025 Q2	$1.33M	Sell	16,626 -25	-0.2%	-$1.8K	0.77%	29
2025 Q1	$1.2M	Sell	16,651 -1,064	-6%	-$79.9K	0.72%	35
2024 Q4	$1.24M	Buy	17,715 +1,131	+7%	+$77.2K	0.66%	35
2024 Q3	$937K	Sell	16,584 -6,757	-29%	-$382K	0.48%	48
2024 Q2	$1.39M	Sell	23,341 -185	-0.8%	-$10.9K	0.78%	29
2024 Q1	$1.36M	Buy	23,526 +162	+0.7%	+$8.48K	0.76%	36
2023 Q4	$1.15M	Buy	23,364 +785	+3%	+$33.9K	0.67%	38
2023 Q3	$923K	Sell	22,579 -2,160	-9%	-$93.3K	0.58%	49
2023 Q2	$1.06M	Hold	24,739	–	–	0.62%	47
2023 Q1	$983K	Sell	24,739 -503	-2%	-$21.9K	0.58%	48
2022 Q4	$1.04M	Sell	25,242 -394	-2%	-$17.4K	0.63%	46
2022 Q3	$1.03M	Buy	25,636 +690	+3%	+$29.6K	0.68%	45
2022 Q2	$977K	Buy	24,946 +2,210	+10%	+$97K	0.6%	48
2022 Q1	$1.1M	Buy	22,736 +1,840	+9%	+$98.5K	0.61%	49
2021 Q4	$1.18M	Hold	20,896	–	–	0.66%	48
2021 Q3	$970K	Sell	20,896 -96	-0.5%	-$4.44K	0.55%	56
2021 Q2	$1.07M	Sell	20,992 -2,650	-11%	-$118K	0.59%	53
2021 Q1	$1.08M	Buy	23,642 +236	+1%	+$8.36K	0.63%	52
2020 Q4	$766K	Sell	23,406 -18,350	-44%	-$475K	0.49%	64
2020 Q3	$971K	Buy	41,756 +17,337	+71%	+$427K	0.36%	79
2020 Q2	$625K	Buy	24,419 +6,977	+40%	+$191K	0.48%	66
2020 Q1	$501K	Buy	17,442 +457	+3%	+$19.4K	0.49%	67
2019 Q4	$914K	Sell	16,985 -18	-0.1%	-$943	0.63%	56
2019 Q3	$858K	Buy	17,003 +2,993	+21%	+$141K	0.63%	55
2019 Q2	$766K	Sell	14,010 -3,247	-19%	-$152K	0.56%	61
2019 Q1	$834K	Buy	17,257 +2	+0%	+$98	0.6%	59
2018 Q4	$795K	Buy	17,255 +399	+2%	+$20.4K	0.62%	55
2018 Q3	$886K	Buy	16,856 +99	+0.6%	+$5.65K	0.59%	56
2018 Q2	$929K	Sell	16,757 -23	-0.1%	-$1.23K	0.66%	51
2018 Q1	$879K	Hold	16,780	–	–	0.66%	52
2017 Q4	$1.02M	Sell	16,780 -32	-0.2%	-$1.81K	0.69%	51
2017 Q3	$927K	Sell	16,812 -600	-3%	-$31.9K	0.65%	52
2017 Q2	$965K	Buy	17,412 +2	+0%	+$107	0.7%	49
2017 Q1	$969K	Sell	17,410 -73	-0.4%	-$4.14K	0.71%	50
2016 Q4	$964K	Sell	17,483 -18	-0.1%	-$905	0.72%	49
2016 Q3	$775K	Buy	17,501 +23	+0.1%	+$1.1K	0.59%	57
2016 Q2	$827K	Sell	17,478 -57	-0.3%	-$2.78K	0.63%	51
2016 Q1	$848K	Sell	17,535 -1,418	-7%	-$69.4K	0.58%	48
2015 Q4	$1.03M	Sell	18,953 -78	-0.4%	-$4.24K	0.69%	43
2015 Q3	$977K	Buy	19,031 +33	+0.2%	+$1.81K	0.72%	41
2015 Q2	$1.07M	Buy	18,998 +85	+0.4%	+$4.74K	0.74%	37
2015 Q1	$1.03M	Sell	18,913 -118	-0.6%	-$6.38K	0.71%	39
2014 Q4	$1.04M	Buy	19,031 +261	+1%	+$13.8K	0.72%	39
2014 Q3	$974K	Sell	18,770 -558	-3%	-$28.7K	0.7%	38
2014 Q2	$1.02M	Hold	19,328	–	–	0.72%	37
2014 Q1	$961K	Buy	19,328 +1	+0%	+$47	0.69%	38
2013 Q4	$877K	Sell	19,327 -1,200	-6%	-$51.8K	0.72%	41
2013 Q3	$848K	Buy	20,527 +68	+0.3%	+$2.9K	0.7%	41
2013 Q2	$844K	Buy	+20,459	New	+$797K	0.77%	37

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First City Capital Management's WFC Position: Q2 2026 in Review

First City Capital Management reduced its Wells Fargo (WFC) stake by 0.23% in Q2 2026, selling an estimated $2.01K and leaving 10,686 shares worth $883K. The position accounts for 0.43% of the portfolio, ranked #60.

First City Capital Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.39M in Q2 2024. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

First City Capital Management held 10,686 shares of Wells Fargo worth $883K as of Q2 2026.
First City Capital Management sold 25 Wells Fargo shares in Q2 2026, an estimated $2.01K.
Wells Fargo made up 0.43% of First City Capital Management's portfolio in Q2 2026, its #60 holding.
First City Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
First City Capital Management's Wells Fargo position peaked at $1.39M in Q2 2024.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.