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Galvin Gaustad & Stein’s Wells Fargo WFC Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$215K Hold
2,681
– – 0.02% 247
2026
Q2 		$222K Sell
2,681
-37
-1% -$2.97K 0.02% 255
2026
Q1 		$216K Sell
2,718
-75
-3% -$6.44K 0.02% 243
2025
Q4 		$260K Sell
2,793
-100
-3% -$8.68K 0.02% 226
2025
Q3 		$242K Buy
2,893
+243
+9% +$19.7K 0.02% 191
2025
Q2 		$212K Buy
+2,650
New +$191K 0.02% 183
2025
Q1 		– Sell
-3,462
Closed -$243K – 191
2024
Q4 		$243K Buy
+3,462
New +$236K 0.02% 173
2022
Q1 		– Sell
-4,175
Closed -$200K – 184
2021
Q4 		$200K Buy
+4,175
New +$206K 0.02% 173
2021
Q3 		– Sell
-21,298
Closed -$965K – 193
2021
Q2 		$965K Sell
21,298
-800
-4% -$35.7K 0.09% 107
2021
Q1 		$863K Buy
22,098
+60
+0.3% +$2.12K 0.09% 111
2020
Q4 		$665K Buy
+22,038
New +$571K 0.07% 120

Other funds holding WFC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Galvin Gaustad & Stein's WFC Position: Q3 2026 in Review

Galvin Gaustad & Stein held its Wells Fargo (WFC) position steady in Q3 2026 at 2,681 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #247.

Galvin Gaustad & Stein first reported a position in WFC in Q4 2020 and has held it in 11 quarters since. The position peaked at $965K in Q2 2021. 152 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Galvin Gaustad & Stein held 2,681 shares of Wells Fargo worth $215K as of Q3 2026.
  • Galvin Gaustad & Stein left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #247 holding.
  • Galvin Gaustad & Stein first reported a position in Wells Fargo in Q4 2020 and has held it in 11 quarters since.
  • Galvin Gaustad & Stein's Wells Fargo position peaked at $965K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.