Fort Sheridan Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.94M | Sell |
23,425
-2,180
| -9% | -$175K | 0.21% | 86 |
|
|
2026
Q1 | $2.04M | Buy |
25,605
+1,185
| +5% | +$102K | 0.25% | 75 |
|
|
2025
Q4 | $2.28M | Buy |
24,420
+150
| +0.6% | +$13K | 0.29% | 62 |
|
|
2025
Q3 | $2.03M | Buy |
24,270
+800
| +3% | +$64.9K | 0.27% | 68 |
|
|
2025
Q2 | $1.88M | Sell |
23,470
-95
| -0.4% | -$6.85K | 0.27% | 68 |
|
|
2025
Q1 | $1.69M | Sell |
23,565
-415
| -2% | -$31.2K | 0.26% | 70 |
|
|
2024
Q4 | $1.68M | Sell |
23,980
-775
| -3% | -$52.9K | 0.25% | 73 |
|
|
2024
Q3 | $1.4M | Sell |
24,755
-825
| -3% | -$46.7K | 0.21% | 79 |
|
|
2024
Q2 | $1.52M | Buy |
25,580
+4,835
| +23% | +$285K | 0.25% | 73 |
|
|
2024
Q1 | $1.2M | Sell |
20,745
-9,040
| -30% | -$473K | 0.23% | 77 |
|
|
2023
Q4 | $1.47M | Hold |
29,785
| – | – | 0.29% | 63 |
|
|
2023
Q3 | $1.22M | Buy |
29,785
+15,000
| +101% | +$648K | 0.28% | 65 |
|
|
2023
Q2 | $631K | Hold |
14,785
| – | – | 0.14% | 101 |
|
|
2023
Q1 | $553K | Buy |
14,785
+3,100
| +27% | +$135K | 0.14% | 105 |
|
|
2022
Q4 | $482K | Sell |
11,685
-350
| -3% | -$15.5K | 0.16% | 108 |
|
|
2022
Q3 | $484K | Sell |
12,035
-1,100
| -8% | -$47.3K | 0.16% | 103 |
|
|
2022
Q2 | $514K | Sell |
13,135
-810
| -6% | -$35.5K | 0.17% | 97 |
|
|
2022
Q1 | $676K | Buy |
13,945
+950
| +7% | +$50.8K | 0.2% | 88 |
|
|
2021
Q4 | $624K | Buy |
12,995
+100
| +0.8% | +$4.92K | 0.18% | 94 |
|
|
2021
Q3 | $598K | Sell |
12,895
-776
| -6% | -$35.9K | 0.2% | 93 |
|
|
2021
Q2 | $619K | Buy |
13,671
+1,175
| +9% | +$52.5K | 0.21% | 89 |
|
|
2021
Q1 | $488K | Buy |
12,496
+2,756
| +28% | +$97.6K | 0.19% | 80 |
|
|
2020
Q4 | $294K | Sell |
9,740
-480
| -5% | -$12.4K | 0.14% | 95 |
|
|
2020
Q3 | $240K | Sell |
10,220
-6,766
| -40% | -$167K | 0.14% | 92 |
|
|
2020
Q2 | $435K | Sell |
16,986
-684
| -4% | -$18.7K | 0.27% | 54 |
|
|
2020
Q1 | $507K | Sell |
17,670
-450
| -2% | -$19.1K | 0.37% | 42 |
|
|
2019
Q4 | $975K | Buy |
18,120
+4,050
| +29% | +$212K | 0.52% | 32 |
|
|
2019
Q3 | $710K | Sell |
14,070
-100
| -0.7% | -$4.71K | 0.4% | 36 |
|
|
2019
Q2 | $671K | Buy |
14,170
+550
| +4% | +$25.7K | 0.39% | 39 |
|
|
2019
Q1 | $658K | Buy |
13,620
+30
| +0.2% | +$1.48K | 0.43% | 34 |
|
|
2018
Q4 | $626K | Buy |
+13,590
| New | +$696K | 0.44% | 31 |
|
Other funds holding WFC
Fort Sheridan Advisors's WFC Position: Q2 2026 in Review
Fort Sheridan Advisors reduced its Wells Fargo (WFC) stake by 8.5% in Q2 2026, selling an estimated $175K and leaving 23,425 shares worth $1.94M. The position accounts for 0.21% of the portfolio, ranked #86.
Fort Sheridan Advisors first reported a position in WFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.28M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Fort Sheridan Advisors held 23,425 shares of Wells Fargo worth $1.94M as of Q2 2026.
- Fort Sheridan Advisors sold 2,180 Wells Fargo shares in Q2 2026, an estimated $175K.
- Wells Fargo made up 0.21% of Fort Sheridan Advisors's portfolio in Q2 2026, its #86 holding.
- Fort Sheridan Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 31 quarters since.
- Fort Sheridan Advisors's Wells Fargo position peaked at $2.28M in Q4 2025.
- 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.