Gibraltar Capital Management’s Wells Fargo WFC Stock Holding History

Gibraltar Capital 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	$6.81M	Buy	82,387 +1,836	+2%	+$148K	1.05%	37
2026 Q1	$6.41M	Sell	80,551 -970	-1%	-$83.3K	1.1%	37
2025 Q4	$7.6M	Sell	81,521 -1,036	-1%	-$89.9K	1.29%	26
2025 Q3	$6.92M	Sell	82,557 -2,918	-3%	-$237K	1.24%	27
2025 Q2	$6.85M	Sell	85,475 -4,747	-5%	-$342K	1.34%	29
2025 Q1	$6.48M	Sell	90,222 -31,124	-26%	-$2.34M	1.4%	30
2024 Q4	$8.52M	Buy	121,346 +24	+0%	+$1.64K	3.76%	8
2024 Q3	$6.85M	Sell	121,322 -1,405	-1%	-$79.5K	3.08%	14
2024 Q2	$7.29M	Buy	122,727 +1,652	+1%	+$97.5K	3.3%	13
2024 Q1	$7.02M	Sell	121,075 -35,336	-23%	-$1.85M	3.27%	14
2023 Q4	$7.7M	Buy	156,411 +13,424	+9%	+$579K	3.28%	10
2023 Q3	$5.84M	Buy	142,987 +1,493	+1%	+$64.5K	2.59%	20
2023 Q2	$6.04M	Sell	141,494 -2,121	-1%	-$85.4K	2.68%	19
2023 Q1	$5.37M	Buy	143,615 +1,649	+1%	+$71.9K	2.51%	22
2022 Q4	$5.86M	Buy	141,966 +523	+0.4%	+$23.1K	2.77%	19
2022 Q3	$5.69M	Sell	141,443 -586	-0.4%	-$25.2K	2.91%	13
2022 Q2	$5.56M	Buy	142,029 +9,696	+7%	+$425K	2.7%	16
2022 Q1	$6.41M	Sell	132,333 -3,384	-2%	-$181K	2.67%	14
2021 Q4	$6.51M	Sell	135,717 -11,273	-8%	-$555K	2.95%	15
2021 Q3	$6.82M	Buy	146,990 +4,583	+3%	+$212K	3.47%	12
2021 Q2	$6.03M	Buy	142,407 +4,144	+3%	+$185K	3.01%	17
2021 Q1	$5.48M	Buy	138,263 +21,786	+19%	+$771K	2.82%	19
2020 Q4	$3.52M	Buy	+116,477	New	+$3.02M	2.09%	30
2019 Q2	–	Sell	-50,662	Closed	-$2.45M	–	38
2019 Q1	$2.45M	Buy	50,662 +13	+0%	+$639	2.46%	22
2018 Q4	$2.33M	Sell	50,649 -33,274	-40%	-$1.7M	2.47%	16
2018 Q3	$4.41M	Sell	83,923 -664	-0.8%	-$37.9K	3.46%	16
2018 Q2	$4.69M	Buy	84,587 +1,935	+2%	+$104K	3.96%	15
2018 Q1	$4.33M	Buy	82,652 +42,285	+105%	+$2.51M	3.67%	16
2017 Q4	$2.45M	Buy	40,367 +3	+0%	+$169	1.95%	19
2017 Q3	$2.23M	Buy	40,364 +364	+0.9%	+$19.3K	1.96%	19
2017 Q2	$2.22M	Buy	+40,000	New	+$2.14M	2.22%	18

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 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

Gibraltar Capital Management's WFC Position: Q2 2026 in Review

Gibraltar Capital Management increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $148K and bringing the position to 82,387 shares worth $6.81M. The position accounts for 1.05% of the portfolio, ranked #37.

Gibraltar Capital Management first reported a position in WFC in Q2 2017 and has held it in 31 quarters since. The position peaked at $8.52M in Q4 2024. 645 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Gibraltar Capital Management held 82,387 shares of Wells Fargo worth $6.81M as of Q2 2026.
Gibraltar Capital Management bought 1,836 Wells Fargo shares in Q2 2026, an estimated $148K.
Wells Fargo made up 1.05% of Gibraltar Capital Management's portfolio in Q2 2026, its #37 holding.
Gibraltar Capital Management first reported a position in Wells Fargo in Q2 2017 and has held it in 31 quarters since.
Gibraltar Capital Management's Wells Fargo position peaked at $8.52M in Q4 2024.
645 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.