Focus Financial Network’s Wells Fargo WFC Stock Holding History

Focus Financial Network’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	$3.96M	Buy	47,945 +2,678	+6%	+$215K	0.12%	135
2026 Q1	$3.6M	Sell	45,267 -1,773	-4%	-$152K	0.13%	136
2025 Q4	$4.38M	Sell	47,040 -4,901	-9%	-$425K	0.15%	110
2025 Q3	$4.35M	Buy	51,941 +621	+1%	+$50.4K	0.16%	109
2025 Q2	$4.11M	Sell	51,320 -2,114	-4%	-$152K	0.16%	108
2025 Q1	$3.84M	Buy	53,434 +309	+0.6%	+$23.2K	0.16%	111
2024 Q4	$3.73M	Sell	53,125 -6,687	-11%	-$457K	0.15%	122
2024 Q3	$3.38M	Buy	59,812 +757	+1%	+$42.8K	0.14%	128
2024 Q2	$3.6M	Buy	59,055 +654	+1%	+$38.6K	0.15%	114
2024 Q1	$3.43M	Sell	58,401 -68,122	-54%	-$3.56M	0.17%	114
2023 Q4	$6.23M	Buy	126,523 +63,725	+101%	+$2.75M	0.23%	96
2023 Q3	$2.57M	Buy	62,798 +520	+0.8%	+$22.5K	0.14%	124
2023 Q2	$2.66M	Buy	62,278 +4,705	+8%	+$189K	0.15%	127
2023 Q1	$2.15M	Buy	57,573 +278	+0.5%	+$12.1K	0.13%	135
2022 Q4	$2.37M	Sell	57,295 -535	-0.9%	-$23.7K	0.19%	105
2022 Q3	$2.33M	Sell	57,830 -2,439	-4%	-$105K	0.2%	99
2022 Q2	$2.36M	Buy	60,269 +712	+1%	+$31.2K	0.2%	99
2022 Q1	$2.89M	Sell	59,557 -78,400	-57%	-$4.2M	0.2%	96
2021 Q4	$6.62M	Buy	137,957 +105,677	+327%	+$5.2M	0.97%	19
2021 Q3	$1.5M	Sell	32,280 -803	-2%	-$37.2K	0.2%	119
2021 Q2	$1.5M	Buy	33,083 +4,055	+14%	+$181K	0.2%	121
2021 Q1	$1.13M	Sell	29,028 -31,307	-52%	-$1.11M	0.13%	146
2020 Q4	$1.82M	Buy	60,335 +1,636	+3%	+$42.4K	0.16%	121
2020 Q3	$1.38M	Sell	58,699 -1,122	-2%	-$27.6K	0.13%	150
2020 Q2	$1.53M	Buy	59,821 +5,222	+10%	+$143K	0.17%	118
2020 Q1	$1.57M	Sell	54,599 -811	-1%	-$34.5K	0.21%	100
2019 Q4	$2.98M	Buy	55,410 +72	+0.1%	+$3.77K	0.37%	60
2019 Q3	$2.79M	Sell	55,338 -3,444	-6%	-$162K	0.39%	55
2019 Q2	$2.78M	Sell	58,782 -215	-0.4%	-$10.1K	0.41%	51
2019 Q1	$2.85M	Buy	+58,997	New	+$2.9M	0.46%	48

Other funds holding WFC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Focus Financial Network's WFC Position: Q2 2026 in Review

Focus Financial Network increased its Wells Fargo (WFC) stake by 5.9% in Q2 2026, buying an estimated $215K and bringing the position to 47,945 shares worth $3.96M. The position accounts for 0.12% of the portfolio, ranked #135.

Focus Financial Network first reported a position in WFC in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.62M in Q4 2021. 941 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Focus Financial Network held 47,945 shares of Wells Fargo worth $3.96M as of Q2 2026.
Focus Financial Network bought 2,678 Wells Fargo shares in Q2 2026, an estimated $215K.
Wells Fargo made up 0.12% of Focus Financial Network's portfolio in Q2 2026, its #135 holding.
Focus Financial Network first reported a position in Wells Fargo in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's Wells Fargo position peaked at $6.62M in Q4 2021.
941 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.