Founders Capital Management (Texas)’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 | $67.2K | Sell |
813
-1,000
| -55% | -$80.4K | 0.03% | 130 |
|
|
2026
Q1 | $144K | Sell |
1,813
-2,884
| -61% | -$248K | 0.07% | 66 |
|
|
2025
Q4 | $438K | Hold |
4,697
| – | – | 0.23% | 41 |
|
|
2025
Q3 | $394K | Hold |
4,697
| – | – | 0.21% | 40 |
|
|
2025
Q2 | $376K | Sell |
4,697
-245
| -5% | -$17.7K | 0.23% | 39 |
|
|
2025
Q1 | $355K | Hold |
4,942
| – | – | 0.23% | 41 |
|
|
2024
Q4 | $347K | Hold |
4,942
| – | – | 0.22% | 39 |
|
|
2024
Q3 | $279K | Hold |
4,942
| – | – | 0.17% | 47 |
|
|
2024
Q2 | $293K | Hold |
4,942
| – | – | 0.19% | 44 |
|
|
2024
Q1 | $286K | Sell |
4,942
-1,871
| -27% | -$97.9K | 0.19% | 41 |
|
|
2023
Q4 | $335K | Sell |
6,813
-51
| -0.7% | -$2.2K | 0.24% | 37 |
|
|
2023
Q3 | $280K | Buy |
6,864
+51
| +0.7% | +$2.2K | 0.21% | 40 |
|
|
2023
Q2 | $291K | Hold |
6,813
| – | – | 0.21% | 48 |
|
|
2023
Q1 | $255K | Hold |
6,813
| – | – | 0.2% | 49 |
|
|
2022
Q4 | $281K | Hold |
6,813
| – | – | 0.21% | 51 |
|
|
2022
Q3 | $274K | Buy |
6,813
+5,000
| +276% | +$215K | 0.22% | 49 |
|
|
2022
Q2 | $71K | Hold |
1,813
| – | – | 0.06% | 105 |
|
|
2022
Q1 | $87K | Hold |
1,813
| – | – | 0.06% | 95 |
|
|
2021
Q4 | $87K | Buy |
1,813
+110
| +6% | +$5.42K | 0.06% | 95 |
|
|
2021
Q3 | $79K | Hold |
1,703
| – | – | 0.05% | 97 |
|
|
2021
Q2 | $77K | Hold |
1,703
| – | – | 0.05% | 95 |
|
|
2021
Q1 | $67K | Sell |
1,703
-78,065
| -98% | -$2.76M | 0.05% | 94 |
|
|
2020
Q4 | $2.29M | Buy |
+79,768
| New | +$2.07M | 1.62% | 25 |
|
|
2020
Q1 | $2.24M | Buy |
78,065
+50
| +0.1% | +$2.13K | 2.32% | 19 |
|
|
2019
Q4 | $4.2M | Sell |
78,015
-60
| -0.1% | -$3.14K | 3.18% | 10 |
|
|
2019
Q3 | $3.94M | Hold |
78,075
| – | – | 3.15% | 9 |
|
|
2019
Q2 | $3.69M | Sell |
78,075
-140
| -0.2% | -$6.55K | 3.26% | 9 |
|
|
2019
Q1 | $3.78M | Buy |
78,215
+21,165
| +37% | +$1.04M | 3.54% | 7 |
|
|
2018
Q4 | $2.63M | Sell |
57,050
-330
| -0.6% | -$16.9K | 2.81% | 12 |
|
|
2018
Q3 | $3.02M | Buy |
57,380
+430
| +0.8% | +$24.6K | 2.49% | 14 |
|
|
2018
Q2 | $3.16M | Buy |
56,950
+2,850
| +5% | +$153K | 2.77% | 10 |
|
|
2018
Q1 | $2.83M | Buy |
54,100
+80
| +0.1% | +$4.75K | 2.39% | 10 |
|
|
2017
Q4 | $3.28M | Buy |
54,020
+90
| +0.2% | +$5.08K | 2.72% | 8 |
|
|
2017
Q3 | $2.97M | Buy |
53,930
+5,760
| +12% | +$306K | 2.46% | 8 |
|
|
2017
Q2 | $2.67M | Buy |
48,170
+1,467
| +3% | +$78.6K | 2.37% | 11 |
|
|
2017
Q1 | $2.6M | Buy |
+46,703
| New | +$2.65M | 2.34% | 11 |
|
Other funds holding WFC
LMFP
CF
DJC
BPC
FWCM
DC
Founders Capital Management (Texas)'s WFC Position: Q2 2026 in Review
Founders Capital Management (Texas) reduced its Wells Fargo (WFC) stake by 55% in Q2 2026, selling an estimated $80.4K and leaving 813 shares worth $67.2K. The position accounts for 0.03% of the portfolio, ranked #130.
Founders Capital Management (Texas) first reported a position in WFC in Q1 2017 and has held it in 36 quarters since. The position peaked at $4.2M in Q4 2019. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Founders Capital Management (Texas) held 813 shares of Wells Fargo worth $67.2K as of Q2 2026.
- Founders Capital Management (Texas) sold 1,000 Wells Fargo shares in Q2 2026, an estimated $80.4K.
- Wells Fargo made up 0.03% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #130 holding.
- Founders Capital Management (Texas) first reported a position in Wells Fargo in Q1 2017 and has held it in 36 quarters since.
- Founders Capital Management (Texas)'s Wells Fargo position peaked at $4.2M in Q4 2019.
- 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.