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Formidable Asset Management’s Wells Fargo WFC Stock Holding History

Formidable 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 		$1.23M Buy
15,434
+913
+6% +$73.4K 0.2% 115
2026
Q1 		$1.35M Buy
14,521
+1,807
+14% +$155K 0.21% 90
2025
Q4 		$1.07M Buy
12,714
+6,381
+101% +$554K 0.16% 131
2025
Q3 		$507K Buy
6,333
+1,399
+28% +$113K 0.08% 230
2025
Q2 		$354K Hold
4,934
– – 0.06% 288
2025
Q1 		$354K Sell
4,934
-198
-4% -$14.9K 0.06% 288
2024
Q4 		$360K Sell
5,132
-299
-6% -$20.4K 0.06% 276
2024
Q3 		$307K Sell
5,431
-1,864
-26% -$105K 0.05% 289
2024
Q2 		$433K Sell
7,295
-5,232
-42% -$309K 0.07% 254
2024
Q1 		$726K Buy
12,527
+7,041
+128% +$368K 0.12% 179
2023
Q4 		$270K Sell
5,486
-1,517
-22% -$65.5K 0.06% 226
2023
Q3 		$286K Sell
7,003
-1
-0% -$43 0.06% 220
2023
Q2 		$299K Sell
7,004
-982
-12% -$39.5K 0.07% 215
2023
Q1 		$301K Sell
7,986
-207
-3% -$9.02K 0.06% 228
2022
Q4 		$338K Buy
8,193
+167
+2% +$7.39K 0.08% 216
2022
Q3 		$365K Sell
8,026
-100
-1% -$4.3K 0.08% 194
2022
Q2 		$322K Sell
8,126
-534
-6% -$23.4K 0.07% 222
2022
Q1 		$420K Sell
8,660
-484
-5% -$25.9K 0.08% 203
2021
Q4 		$474K Sell
9,144
-61
-0.7% -$3K 0.09% 193
2021
Q3 		$427K Buy
9,205
+4,545
+98% +$210K 0.08% 220
2021
Q2 		$212K Sell
4,660
-6,465
-58% -$289K 0.05% 283
2021
Q1 		$441K Buy
11,125
+830
+8% +$29.4K 0.1% 175
2020
Q4 		$306K Sell
10,295
-1,250
-11% -$32.4K 0.07% 208
2020
Q3 		$276K Sell
11,545
-9,050
-44% -$223K 0.08% 188
2020
Q2 		$524K Buy
+20,595
New +$563K 0.15% 130
2020
Q1 		– Sell
-8,561
Closed -$420K – 282
2019
Q4 		$420K Buy
+8,561
New +$448K 0.13% 135
2019
Q3 		– Sell
-8,711
Closed -$422K – 234
2019
Q2 		$422K Buy
+8,711
New +$407K 0.15% 131
2019
Q1 		– Sell
-11,150
Closed -$514K – 251
2018
Q4 		$514K Sell
11,150
-939
-8% -$48.1K 0.27% 68
2018
Q3 		$636K Buy
12,089
+490
+4% +$28K 0.25% 76
2018
Q2 		$643K Sell
11,599
-34
-0.3% -$1.82K 0.28% 70
2018
Q1 		$610K Sell
11,633
-100
-0.9% -$5.94K 0.31% 63
2017
Q4 		$712K Buy
11,733
+300
+3% +$16.9K 0.33% 68
2017
Q3 		$631K Buy
11,433
+162
+1% +$8.61K 0.27% 89
2017
Q2 		$625K Sell
11,271
-1,381
-11% -$74K 0.31% 79
2017
Q1 		$696K Sell
12,652
-250
-2% -$14.2K 0.3% 84
2016
Q4 		$711K Sell
12,902
-554
-4% -$27.9K 0.36% 68
2016
Q3 		$596K Buy
13,456
+102
+0.8% +$4.88K 0.3% 90
2016
Q2 		$649K Buy
13,354
+149
+1% +$7.26K 0.36% 69
2016
Q1 		$666K Sell
13,205
-2,025
-13% -$99.1K 0.47% 50
2015
Q4 		$790K Sell
15,230
-61
-0.4% -$3.31K 0.55% 36
2015
Q3 		$785K Sell
15,291
-462
-3% -$25.4K 0.52% 42
2015
Q2 		$886K Hold
15,753
– – 0.57% 40
2015
Q1 		$874K Sell
15,753
-103
-0.6% -$5.57K 0.57% 36
2014
Q4 		$869K Buy
15,856
+360
+2% +$19.1K 0.59% 38
2014
Q3 		$827K Sell
15,496
-1,350
-8% -$69.4K 0.55% 41
2014
Q2 		$885K Hold
16,846
– – 0.53% 37
2014
Q1 		$824K Hold
16,846
– – 0.58% 34
2013
Q4 		$764K Buy
16,846
+131
+0.8% +$5.66K 0.51% 43
2013
Q3 		$690K Buy
+16,715
New +$713K 0.6% 43

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Formidable Asset Management increased its Wells Fargo (WFC) stake by 6.3% in Q2 2026, buying an estimated $73.4K and bringing the position to 15,434 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #115.

Formidable Asset Management first reported a position in WFC in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.35M in Q1 2026. 562 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Formidable Asset Management held 15,434 shares of Wells Fargo worth $1.23M as of Q2 2026.
  • Formidable Asset Management bought 913 Wells Fargo shares in Q2 2026, an estimated $73.4K.
  • Wells Fargo made up 0.2% of Formidable Asset Management's portfolio in Q2 2026, its #115 holding.
  • Formidable Asset Management first reported a position in Wells Fargo in Q3 2013 and has held it in 49 quarters since.
  • Formidable Asset Management's Wells Fargo position peaked at $1.35M in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.