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Griffith & Werner’s Wells Fargo WFC Stock Holding History

Griffith & Werner’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 		$3.77M Buy
45,579
+3,265
+8% +$262K 1.77% 23
2026
Q1 		$3.37M Buy
42,314
+4,579
+12% +$393K 1.67% 26
2025
Q4 		$3.52M Buy
37,735
+472
+1% +$41K 1.79% 22
2025
Q3 		$3.21M Buy
+37,263
New +$3.02M 1.66% 23
2025
Q1 		$2.58M Buy
35,958
+2,111
+6% +$158K 1.61% 25
2024
Q4 		$2.38M Buy
+33,847
New +$2.31M 1.57% 23

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Griffith & Werner's WFC Position: Q2 2026 in Review

Griffith & Werner increased its Wells Fargo (WFC) stake by 7.7% in Q2 2026, buying an estimated $262K and bringing the position to 45,579 shares worth $3.77M. The position accounts for 1.77% of the portfolio, ranked #23.

Griffith & Werner first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Griffith & Werner held 45,579 shares of Wells Fargo worth $3.77M as of Q2 2026.
  • Griffith & Werner bought 3,265 Wells Fargo shares in Q2 2026, an estimated $262K.
  • Wells Fargo made up 1.77% of Griffith & Werner's portfolio in Q2 2026, its #23 holding.
  • Griffith & Werner first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.