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Fruth Investment Management’s Wells Fargo WFC Stock Holding History

Fruth Investment 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 		$447K Hold
5,418
– – 0.11% 154
2026
Q1 		$431K Hold
5,418
– – 0.11% 154
2025
Q4 		$504K Hold
5,418
– – 0.14% 138
2025
Q3 		$454K Sell
5,418
-500
-8% -$40.5K 0.12% 142
2025
Q2 		$474K Hold
5,918
– – 0.13% 140
2025
Q1 		$424K Hold
5,918
– – 0.12% 146
2024
Q4 		$415K Sell
5,918
-300
-5% -$20.5K 0.11% 151
2024
Q3 		$351K Sell
6,218
-200
-3% -$11.3K 0.09% 166
2024
Q2 		$381K Sell
6,418
-100
-2% -$5.9K 0.1% 158
2024
Q1 		$377K Buy
6,518
+200
+3% +$10.5K 0.1% 162
2023
Q4 		$310K Hold
6,318
– – 0.09% 174
2023
Q3 		$258K Sell
6,318
-100
-2% -$4.32K 0.08% 188
2023
Q2 		$273K Hold
6,418
– – 0.08% 190
2023
Q1 		$239K Sell
6,418
-400
-6% -$17.4K 0.07% 192
2022
Q4 		$281K Hold
6,818
– – 0.08% 188
2022
Q3 		$274K Hold
6,818
– – 0.09% 177
2022
Q2 		$341K Hold
6,818
– – 0.09% 182
2022
Q1 		$330K Hold
6,818
– – 0.09% 184
2021
Q4 		$327K Sell
6,818
-224
-3% -$11K 0.09% 180
2021
Q3 		$326K Hold
7,042
– – 0.1% 176
2021
Q2 		$318K Sell
7,042
-200
-3% -$8.93K 0.1% 177
2021
Q1 		$282K Sell
7,242
-200
-3% -$7.08K 0.09% 178
2020
Q4 		$224K Buy
+7,442
New +$193K 0.08% 186
2020
Q3 		– Sell
-7,942
Closed -$203K – 202
2020
Q2 		$203K Sell
7,942
-100
-1% -$2.74K 0.09% 167
2020
Q1 		$230K Hold
8,042
– – 0.12% 145
2019
Q4 		$432K Hold
8,042
– – 0.16% 124
2019
Q3 		$405K Hold
8,042
– – 0.16% 126
2019
Q2 		$380K Sell
8,042
-300
-4% -$14K 0.15% 131
2019
Q1 		$403K Sell
8,342
-600
-7% -$29.5K 0.17% 124
2018
Q4 		$412K Sell
8,942
-50
-0.6% -$2.56K 0.19% 118
2018
Q3 		$472K Hold
8,992
– – 0.19% 119
2018
Q2 		$498K Sell
8,992
-50
-0.6% -$2.68K 0.21% 116
2018
Q1 		$473K Sell
9,042
-200
-2% -$11.9K 0.21% 118
2017
Q4 		$560K Hold
9,242
– – 0.24% 113
2017
Q3 		$509K Hold
9,242
– – 0.23% 113
2017
Q2 		$512K Sell
9,242
-1,200
-11% -$64.3K 0.24% 112
2017
Q1 		$581K Sell
10,442
-510
-5% -$28.9K 0.27% 106
2016
Q4 		$603K Hold
10,952
– – 0.28% 102
2016
Q3 		$484K Sell
10,952
-1,400
-11% -$67K 0.24% 109
2016
Q2 		$584K Buy
12,352
+335
+3% +$16.3K 0.28% 102
2016
Q1 		$581K Hold
12,017
– – 0.29% 102
2015
Q4 		$653K Sell
12,017
-100
-0.8% -$5.43K 0.33% 90
2015
Q3 		$622K Sell
12,117
-100
-0.8% -$5.5K 0.32% 92
2015
Q2 		$687K Hold
12,217
– – 0.32% 93
2015
Q1 		$664K Hold
12,217
– – 0.29% 103
2014
Q4 		$669K Sell
12,217
-364
-3% -$19.3K 0.28% 107
2014
Q3 		$652K Buy
12,581
+225
+2% +$11.6K 0.29% 103
2014
Q2 		$648K Sell
12,356
-92
-0.7% -$4.63K 0.3% 102
2014
Q1 		$611K Sell
12,448
-87
-0.7% -$4.05K 0.29% 106
2013
Q4 		$569K Buy
12,535
+341
+3% +$14.7K 0.27% 110
2013
Q3 		$503K Sell
12,194
-300
-2% -$12.8K 0.26% 109
2013
Q2 		$515K Buy
+12,494
New +$487K 0.29% 104

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Fruth Investment Management's WFC Position: Q2 2026 in Review

Fruth Investment Management held its Wells Fargo (WFC) position steady in Q2 2026 at 5,418 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #154.

Fruth Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $687K in Q2 2015. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fruth Investment Management held 5,418 shares of Wells Fargo worth $447K as of Q2 2026.
  • Fruth Investment Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.11% of Fruth Investment Management's portfolio in Q2 2026, its #154 holding.
  • Fruth Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Fruth Investment Management's Wells Fargo position peaked at $687K in Q2 2015.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.