FG
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Foster Group’s Wells Fargo WFC Stock Holding History

Foster Group’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 		$4.08M Buy
49,345
+2,701
+6% +$217K 0.11% 58
2026
Q1 		$3.71M Buy
46,644
+5,099
+12% +$438K 0.11% 56
2025
Q4 		$3.87M Buy
41,545
+272
+0.7% +$23.6K 0.12% 55
2025
Q3 		$3.46M Buy
41,273
+69
+0.2% +$5.59K 0.11% 56
2025
Q2 		$3.3M Sell
41,204
-192
-0.5% -$13.8K 0.11% 55
2025
Q1 		$2.97M Buy
41,396
+1,974
+5% +$148K 0.11% 57
2024
Q4 		$2.77M Sell
39,422
-3,740
-9% -$255K 0.11% 56
2024
Q3 		$2.44M Sell
43,162
-8,361
-16% -$473K 0.09% 58
2024
Q2 		$3.06M Buy
51,523
+3,494
+7% +$206K 0.12% 52
2024
Q1 		$2.78M Buy
48,029
+883
+2% +$46.2K 0.14% 48
2023
Q4 		$1.93M Hold
47,146
– – 0.12% 47
2023
Q3 		$1.93M Sell
47,146
-696
-1% -$30.1K 0.12% 47
2023
Q2 		$2.04M Buy
47,842
+829
+2% +$33.4K 0.12% 48
2023
Q1 		$1.76M Sell
47,013
-917
-2% -$40K 0.11% 47
2022
Q4 		$1.98M Sell
47,930
-440
-0.9% -$19.5K 0.15% 41
2022
Q3 		$1.95M Sell
48,370
-160
-0.3% -$6.87K 0.16% 37
2022
Q2 		$1.9M Buy
48,530
+195
+0.4% +$8.56K 0.14% 40
2022
Q1 		$2.34M Sell
48,335
-153
-0.3% -$8.19K 0.19% 33
2021
Q4 		$2.33M Sell
48,488
-962
-2% -$47.4K 0.2% 32
2021
Q3 		$2.29M Sell
49,450
-3,519
-7% -$163K 0.22% 27
2021
Q2 		$2.4M Sell
52,969
-998
-2% -$44.6K 0.28% 23
2021
Q1 		$2.11M Sell
53,967
-1,868
-3% -$66.1K 0.33% 18
2020
Q4 		$1.67M Buy
+55,835
New +$1.45M 0.31% 18

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Foster Group's WFC Position: Q2 2026 in Review

Foster Group increased its Wells Fargo (WFC) stake by 5.8% in Q2 2026, buying an estimated $217K and bringing the position to 49,345 shares worth $4.08M. The position accounts for 0.11% of the portfolio, ranked #58.

Foster Group first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Foster Group held 49,345 shares of Wells Fargo worth $4.08M as of Q2 2026.
  • Foster Group bought 2,701 Wells Fargo shares in Q2 2026, an estimated $217K.
  • Wells Fargo made up 0.11% of Foster Group's portfolio in Q2 2026, its #58 holding.
  • Foster Group first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.