FLC Capital Advisors’s Wells Fargo WFC Stock Holding History

FLC Capital Advisors’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	$405K	Sell	4,906 -921	-16%	-$74K	0.07%	150
2026 Q1	$464K	Sell	5,827 -10	-0.2%	-$859	0.08%	142
2025 Q4	$544K	Sell	5,837 -53	-0.9%	-$4.6K	0.1%	117
2025 Q3	$494K	Hold	5,890	–	–	0.1%	119
2025 Q2	$472K	Buy	5,890 +2,925	+99%	+$211K	0.1%	121
2025 Q1	$213K	Hold	2,965	–	–	0.05%	172
2024 Q4	$208K	Buy	+2,965	New	+$202K	0.05%	166
2023 Q2	–	Sell	-8,146	Closed	-$304K	–	157
2023 Q1	$304K	Buy	8,146 +1,000	+14%	+$43.6K	0.09%	122
2022 Q4	$295K	Sell	7,146 -641	-8%	-$28.4K	0.09%	127
2022 Q3	$313K	Buy	+7,787	New	+$335K	0.11%	120
2020 Q1	–	Sell	-13,298	Closed	-$715K	–	142
2019 Q4	$715K	Buy	13,298 +866	+7%	+$45.4K	0.29%	47
2019 Q3	$627K	Buy	12,432 +1,914	+18%	+$90.2K	0.27%	50
2019 Q2	$500K	Buy	10,518 +2,727	+35%	+$128K	0.21%	62
2019 Q1	$376K	Buy	7,791 +2,684	+53%	+$132K	0.17%	70
2018 Q4	$235K	Buy	+5,107	New	+$262K	0.16%	74

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

FLC Capital Advisors's WFC Position: Q2 2026 in Review

FLC Capital Advisors reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $74K and leaving 4,906 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #150.

FLC Capital Advisors first reported a position in WFC in Q4 2018 and has held it in 15 quarters since. The position peaked at $715K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

FLC Capital Advisors held 4,906 shares of Wells Fargo worth $405K as of Q2 2026.
FLC Capital Advisors sold 921 Wells Fargo shares in Q2 2026, an estimated $74K.
Wells Fargo made up 0.07% of FLC Capital Advisors's portfolio in Q2 2026, its #150 holding.
FLC Capital Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 15 quarters since.
FLC Capital Advisors's Wells Fargo position peaked at $715K in Q4 2019.
1,008 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.