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Flagstone Financial Management’s Wells Fargo WFC Stock Holding History

Flagstone Financial 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 		$888K Buy
10,746
+8
+0.1% +$643 0.2% 31
2026
Q1 		$855K Sell
10,738
-1,108
-9% -$95.2K 0.21% 30
2025
Q4 		$1.1M Buy
11,846
+589
+5% +$51.1K 0.28% 25
2025
Q3 		$944K Buy
11,257
+12
+0.1% +$973 0.25% 27
2025
Q2 		$901K Sell
11,245
-168
-1% -$12.1K 0.26% 27
2025
Q1 		$819K Buy
11,413
+170
+2% +$12.8K 0.26% 26
2024
Q4 		$790K Sell
11,243
-93
-0.8% -$6.35K 0.26% 25
2024
Q3 		$640K Sell
11,336
-73
-0.6% -$4.13K 0.21% 28
2024
Q2 		$678K Buy
11,409
+233
+2% +$13.8K 0.25% 25
2024
Q1 		$648K Sell
11,176
-28
-0.2% -$1.47K 0.25% 26
2023
Q4 		$551K Buy
11,204
+800
+8% +$34.5K 0.23% 28
2023
Q3 		$425K Hold
10,404
– – 0.19% 29
2023
Q2 		$444K Sell
10,404
-150
-1% -$6.04K 0.21% 29
2023
Q1 		$394K Buy
10,554
+1
+0% +$44 0.2% 30
2022
Q4 		$436K Buy
+10,553
New +$467K 0.27% 27

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Flagstone Financial Management's WFC Position: Q2 2026 in Review

Flagstone Financial Management increased its Wells Fargo (WFC) stake by 0.07% in Q2 2026, buying an estimated $643 and bringing the position to 10,746 shares worth $888K. The position accounts for 0.2% of the portfolio, ranked #31.

Flagstone Financial Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Flagstone Financial Management held 10,746 shares of Wells Fargo worth $888K as of Q2 2026.
  • Flagstone Financial Management bought 8 Wells Fargo shares in Q2 2026, an estimated $643.
  • Wells Fargo made up 0.2% of Flagstone Financial Management's portfolio in Q2 2026, its #31 holding.
  • Flagstone Financial Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Flagstone Financial Management's Wells Fargo position peaked at $1.1M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.