First Pacific Financial’s Wells Fargo WFC Stock Holding History

First Pacific Financial’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	$530K	Sell	6,412 -1,336	-17%	-$107K	0.06%	127
2026 Q1	$617K	Buy	7,748 +552	+8%	+$47.4K	0.08%	113
2025 Q4	$671K	Buy	7,196 +3,346	+87%	+$290K	0.09%	108
2025 Q3	$323K	Sell	3,850 -129	-3%	-$10.5K	0.04%	143
2025 Q2	$319K	Sell	3,979 -66	-2%	-$4.76K	0.05%	147
2025 Q1	$290K	Buy	4,045 +166	+4%	+$12.5K	0.06%	120
2024 Q4	$272K	Hold	3,879	–	–	0.06%	123
2024 Q3	$219K	Hold	3,879	–	–	0.05%	125
2024 Q2	$230K	Hold	3,879	–	–	0.06%	112
2024 Q1	$225K	Sell	3,879 -370	-9%	-$19.4K	0.06%	115
2023 Q4	$209K	Hold	4,249	–	–	0.06%	115
2023 Q3	$174K	Hold	4,249	–	–	0.08%	109
2023 Q2	$181K	Buy	+4,249	New	+$171K	0.08%	107
2022 Q4	–	Sell	-5,297	Closed	-$213K	–	110
2022 Q3	$213K	Hold	5,297	–	–	0.12%	101
2022 Q2	$207K	Hold	5,297	–	–	0.1%	103
2022 Q1	$257K	Sell	5,297 -1,650	-24%	-$88.3K	0.13%	90
2021 Q4	$333K	Sell	6,947 -1,615	-19%	-$79.5K	0.16%	91
2021 Q3	$397K	Sell	8,562 -500	-6%	-$23.1K	0.21%	86
2021 Q2	$410K	Sell	9,062 -976	-10%	-$43.6K	0.23%	84
2021 Q1	$392K	Buy	10,038 +2,370	+31%	+$83.9K	0.24%	83
2020 Q4	$231K	Sell	7,668 -3,129	-29%	-$81K	0.14%	95
2020 Q3	$254K	Buy	+10,797	New	+$266K	0.22%	18

Other funds holding WFC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

First Pacific Financial's WFC Position: Q2 2026 in Review

First Pacific Financial reduced its Wells Fargo (WFC) stake by 17% in Q2 2026, selling an estimated $107K and leaving 6,412 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #127.

First Pacific Financial first reported a position in WFC in Q3 2020 and has held it in 22 quarters since. The position peaked at $671K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

First Pacific Financial held 6,412 shares of Wells Fargo worth $530K as of Q2 2026.
First Pacific Financial sold 1,336 Wells Fargo shares in Q2 2026, an estimated $107K.
Wells Fargo made up 0.06% of First Pacific Financial's portfolio in Q2 2026, its #127 holding.
First Pacific Financial first reported a position in Wells Fargo in Q3 2020 and has held it in 22 quarters since.
First Pacific Financial's Wells Fargo position peaked at $671K in Q4 2025.
1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.