GG
WFC icon

Gleason Group’s Wells Fargo WFC Stock Holding History

Gleason 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 		$14.3K Buy
+173
New +$13.9K ﹤0.01% 196
2024
Q3 		– Sell
-228
Closed -$13.5K – 266
2024
Q2 		$13.5K Buy
228
+2
+0.9% +$118 ﹤0.01% 177
2024
Q1 		$13.1K Buy
226
+1
+0.4% +$52 ﹤0.01% 163
2023
Q4 		$11.1K Buy
225
+2
+0.9% +$86 ﹤0.01% 176
2023
Q3 		$9.11K Buy
223
+2
+0.9% +$86 ﹤0.01% 190
2023
Q2 		$9.44K Buy
221
+2
+0.9% +$81 ﹤0.01% 189
2023
Q1 		$8.2K Buy
219
+1
+0.5% +$44 ﹤0.01% 188
2022
Q4 		$9K Buy
218
+2
+0.9% +$89 ﹤0.01% 174
2022
Q3 		$9K Buy
216
+1
+0.5% +$43 ﹤0.01% 182
2022
Q2 		$8K Buy
215
+1
+0.5% +$44 ﹤0.01% 180
2022
Q1 		$10K Buy
214
+1
+0.5% +$54 ﹤0.01% 172
2021
Q4 		$10K Buy
213
+1
+0.5% +$49 ﹤0.01% 160
2021
Q3 		$10K Buy
212
+1
+0.5% +$46 ﹤0.01% 164
2021
Q2 		$10K Buy
211
+1
+0.5% +$45 ﹤0.01% 163
2021
Q1 		$8K Hold
210
– – ﹤0.01% 162
2020
Q4 		$6K Buy
210
+1
+0.5% +$26 ﹤0.01% 165
2020
Q3 		$5K Buy
209
+1
+0.5% +$25 ﹤0.01% 157
2020
Q2 		$5K Sell
208
-1,509
-88% -$41.3K ﹤0.01% 161
2020
Q1 		$49K Buy
1,717
+21
+1% +$893 0.04% 79
2019
Q4 		$91K Buy
+1,696
New +$88.8K 0.05% 76

Other funds holding WFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return