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Flaharty Asset Management’s Wells Fargo WFC Stock Holding History

Flaharty Asset 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 		– Sell
-2,961
Closed -$236K – 130
2026
Q1 		$236K Hold
2,961
– – 0.03% 126
2025
Q4 		$276K Buy
+2,961
New +$257K 0.03% 114
2025
Q2 		– Sell
-1,657
Closed -$119K – 489
2025
Q1 		$119K Buy
+1,657
New +$124K 0.02% 148
2024
Q4 		– Sell
-1,182
Closed -$66.8K – 435
2024
Q3 		$66.8K Buy
+1,182
New +$66.8K 0.01% 182
2023
Q4 		– Sell
-2,738
Closed -$112K – 453
2023
Q3 		$112K Buy
+2,738
New +$118K 0.02% 141
2018
Q2 		– Sell
-4,955
Closed -$254K – 99
2018
Q1 		$254K Buy
4,955
+1
+0% +$59 0.11% 85
2017
Q4 		$307K Sell
4,954
-560
-10% -$31.6K 0.13% 74
2017
Q3 		$304K Buy
5,514
+5,508
+91,800% +$293K 0.16% 50
2017
Q2 		$307 Buy
+6
New +$321 0.17% 45

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Flaharty Asset Management's WFC Position: Q2 2026 in Review

Flaharty Asset Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,961 shares — an estimated $236K sold.

Flaharty Asset Management first reported a position in WFC in Q2 2017 and held it in 9 quarters. The position peaked at $307K in Q4 2017. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Flaharty Asset Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 2,961 Wells Fargo shares in Q2 2026, an estimated $236K.
  • Flaharty Asset Management first reported a position in Wells Fargo in Q2 2017 and held it in 9 quarters.
  • Flaharty Asset Management's Wells Fargo position peaked at $307K in Q4 2017.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.