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Forum Financial Management’s Wells Fargo WFC Stock Holding History

Forum Financial 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 		$1.34M Buy
16,241
+1,168
+8% +$93.9K 0.02% 115
2026
Q1 		$1.2M Sell
15,073
-44,410
-75% -$3.81M 0.02% 110
2025
Q4 		$5.54M Sell
59,483
-1
-0% -$87 0.07% 57
2025
Q3 		$4.99M Buy
59,484
+5,598
+10% +$454K 0.07% 61
2025
Q2 		$4.32M Sell
53,886
-2,202
-4% -$159K 0.07% 64
2025
Q1 		$4.03M Buy
56,088
+192
+0.3% +$14.4K 0.07% 63
2024
Q4 		$3.93M Buy
55,896
+7,139
+15% +$487K 0.07% 65
2024
Q3 		$2.75M Sell
48,757
-1,384
-3% -$78.3K 0.05% 76
2024
Q2 		$2.98M Buy
50,141
+203
+0.4% +$12K 0.05% 66
2024
Q1 		$2.89M Sell
49,938
-641
-1% -$33.5K 0.05% 82
2023
Q4 		$2.49M Sell
50,579
-529
-1% -$22.8K 0.05% 76
2023
Q3 		$2.09M Buy
51,108
+9,168
+22% +$396K 0.05% 84
2023
Q2 		$1.79M Buy
41,940
+1,021
+2% +$41.1K 0.04% 93
2023
Q1 		$1.53M Buy
40,919
+284
+0.7% +$12.4K 0.04% 99
2022
Q4 		$1.68M Sell
40,635
-89
-0.2% -$3.94K 0.06% 83
2022
Q3 		$1.64M Buy
40,724
+3,407
+9% +$146K 0.08% 70
2022
Q2 		$1.46M Sell
37,317
-1,623
-4% -$71.2K 0.07% 85
2022
Q1 		$1.89M Sell
38,940
-176
-0.4% -$9.42K 0.09% 68
2021
Q4 		$1.88M Buy
+39,116
New +$1.93M 0.1% 66

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
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

Forum Financial Management's WFC Position: Q2 2026 in Review

Forum Financial Management increased its Wells Fargo (WFC) stake by 7.7% in Q2 2026, buying an estimated $93.9K and bringing the position to 16,241 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #115.

Forum Financial Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.54M in Q4 2025. 1,004 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Forum Financial Management held 16,241 shares of Wells Fargo worth $1.34M as of Q2 2026.
  • Forum Financial Management bought 1,168 Wells Fargo shares in Q2 2026, an estimated $93.9K.
  • Wells Fargo made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #115 holding.
  • Forum Financial Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Wells Fargo position peaked at $5.54M in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.