Gradient Investments’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 | $14.9M | Buy |
180,333
+7,744
| +4% | +$622K | 0.21% | 138 |
|
|
2026
Q1 | $13.7M | Buy |
172,589
+5,201
| +3% | +$447K | 0.21% | 137 |
|
|
2025
Q4 | $15.6M | Buy |
167,388
+3,777
| +2% | +$328K | 0.25% | 119 |
|
|
2025
Q3 | $13.7M | Buy |
163,611
+149,685
| +1,075% | +$12.1M | 0.23% | 126 |
|
|
2025
Q2 | $1.12M | Buy |
13,926
+88
| +0.6% | +$6.34K | 0.02% | 228 |
|
|
2025
Q1 | $993K | Sell |
13,838
-320
| -2% | -$24K | 0.02% | 197 |
|
|
2024
Q4 | $994K | Sell |
14,158
-97
| -0.7% | -$6.62K | 0.02% | 189 |
|
|
2024
Q3 | $805K | Sell |
14,255
-369
| -3% | -$20.9K | 0.02% | 193 |
|
|
2024
Q2 | $868K | Buy |
14,624
+647
| +5% | +$38.2K | 0.02% | 193 |
|
|
2024
Q1 | $810K | Sell |
13,977
-294
| -2% | -$15.4K | 0.02% | 193 |
|
|
2023
Q4 | $702K | Buy |
14,271
+49
| +0.3% | +$2.12K | 0.02% | 207 |
|
|
2023
Q3 | $581K | Sell |
14,222
-29
| -0.2% | -$1.25K | 0.02% | 212 |
|
|
2023
Q2 | $608K | Sell |
14,251
-207
| -1% | -$8.33K | 0.02% | 203 |
|
|
2023
Q1 | $540K | Sell |
14,458
-8
| -0.1% | -$349 | 0.01% | 209 |
|
|
2022
Q4 | $597K | Buy |
14,466
+154
| +1% | +$6.82K | 0.02% | 207 |
|
|
2022
Q3 | $576K | Buy |
14,312
+85
| +0.6% | +$3.65K | 0.02% | 201 |
|
|
2022
Q2 | $557K | Sell |
14,227
-116
| -0.8% | -$5.09K | 0.02% | 206 |
|
|
2022
Q1 | $695K | Sell |
14,343
-1,728
| -11% | -$92.5K | 0.02% | 192 |
|
|
2021
Q4 | $771K | Buy |
16,071
+14,126
| +726% | +$695K | 0.02% | 180 |
|
|
2021
Q3 | $90K | Sell |
1,945
-17
| -0.9% | -$787 | ﹤0.01% | 387 |
|
|
2021
Q2 | $89K | Sell |
1,962
-5,848
| -75% | -$261K | ﹤0.01% | 383 |
|
|
2021
Q1 | $305K | Sell |
7,810
-4,998
| -39% | -$177K | 0.01% | 257 |
|
|
2020
Q4 | $301K | Sell |
12,808
-325
| -2% | -$8.41K | 0.01% | 230 |
|
|
2020
Q3 | $309K | Buy |
13,133
+524
| +4% | +$12.9K | 0.01% | 229 |
|
|
2020
Q2 | $323K | Sell |
12,609
-223,267
| -95% | -$6.11M | 0.01% | 216 |
|
|
2020
Q1 | $6.77M | Buy |
235,876
+50,564
| +27% | +$2.15M | 0.36% | 77 |
|
|
2019
Q4 | $9.97M | Buy |
185,312
+183,729
| +11,606% | +$9.62M | 0.44% | 68 |
|
|
2019
Q3 | $80K | Sell |
1,583
-20,725
| -93% | -$976K | ﹤0.01% | 322 |
|
|
2019
Q2 | $1.06M | Buy |
22,308
+17,415
| +356% | +$814K | 0.05% | 185 |
|
|
2019
Q1 | $236K | Buy |
4,893
+3,367
| +221% | +$166K | 0.02% | 239 |
|
|
2018
Q4 | $70K | Sell |
1,526
-13,239
| -90% | -$678K | ﹤0.01% | 304 |
|
|
2018
Q3 | $776K | Buy |
14,765
+142
| +1% | +$8.11K | 0.04% | 173 |
|
|
2018
Q2 | $811K | Sell |
14,623
-2,365
| -14% | -$127K | 0.04% | 162 |
|
|
2018
Q1 | $890K | Buy |
16,988
+4,288
| +34% | +$255K | 0.05% | 141 |
|
|
2017
Q4 | $770K | Buy |
+12,700
| New | +$717K | 0.04% | 148 |
|
|
2017
Q3 | – | Sell |
-1,811
| Closed | -$100K | – | 717 |
|
|
2017
Q2 | $100K | Sell |
1,811
-683
| -27% | -$36.6K | 0.01% | 257 |
|
|
2017
Q1 | $139K | Buy |
2,494
+921
| +59% | +$52.3K | 0.01% | 240 |
|
|
2016
Q4 | $87K | Sell |
1,573
-95,018
| -98% | -$4.78M | 0.01% | 224 |
|
|
2016
Q3 | $4.28M | Buy |
96,591
+14,380
| +17% | +$688K | 0.42% | 76 |
|
|
2016
Q2 | $3.89M | Buy |
82,211
+6,962
| +9% | +$339K | 0.42% | 74 |
|
|
2016
Q1 | $3.64M | Buy |
75,249
+8,358
| +12% | +$409K | 0.45% | 68 |
|
|
2015
Q4 | $3.64M | Buy |
66,891
+5,503
| +9% | +$299K | 0.48% | 51 |
|
|
2015
Q3 | $3.15M | Buy |
61,388
+60,075
| +4,575% | +$3.3M | 0.45% | 64 |
|
|
2015
Q2 | $74K | Buy |
1,313
+283
| +27% | +$15.8K | 0.01% | 216 |
|
|
2015
Q1 | $56K | Buy |
1,030
+312
| +43% | +$16.9K | 0.01% | 237 |
|
|
2014
Q4 | $39K | Hold |
718
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $37K | Sell |
718
-4,537
| -86% | -$233K | 0.01% | 233 |
|
|
2014
Q2 | $276K | Buy |
5,255
+3,999
| +318% | +$201K | 0.05% | 148 |
|
|
2014
Q1 | $62K | Sell |
1,256
-609
| -33% | -$28.4K | 0.01% | 188 |
|
|
2013
Q4 | $85K | Buy |
1,865
+686
| +58% | +$29.6K | 0.02% | 190 |
|
|
2013
Q3 | $49K | Buy |
1,179
+199
| +20% | +$8.49K | 0.02% | 180 |
|
|
2013
Q2 | $40K | Buy |
+980
| New | +$38.2K | 0.02% | 188 |
|
Other funds holding WFC
LMFP
CF
DJC
BPC
FWCM
DC
Gradient Investments's WFC Position: Q2 2026 in Review
Gradient Investments increased its Wells Fargo (WFC) stake by 4.5% in Q2 2026, buying an estimated $622K and bringing the position to 180,333 shares worth $14.9M. The position accounts for 0.21% of the portfolio, ranked #138.
Gradient Investments first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Gradient Investments held 180,333 shares of Wells Fargo worth $14.9M as of Q2 2026.
- Gradient Investments bought 7,744 Wells Fargo shares in Q2 2026, an estimated $622K.
- Wells Fargo made up 0.21% of Gradient Investments's portfolio in Q2 2026, its #138 holding.
- Gradient Investments first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Gradient Investments's Wells Fargo position peaked at $15.6M in Q4 2025.
- 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.