GC
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Grimes & Company’s Wells Fargo WFC Stock Holding History

Grimes & Company’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 		$3.05M Sell
36,958
-287
-0.8% -$23.1K 0.07% 164
2026
Q1 		$2.97M Sell
37,245
-1,257
-3% -$108K 0.08% 149
2025
Q4 		$3.59M Sell
38,502
-430
-1% -$37.3K 0.09% 138
2025
Q3 		$3.26M Buy
38,932
+4,935
+15% +$400K 0.08% 143
2025
Q2 		$2.72M Buy
33,997
+1,987
+6% +$143K 0.07% 143
2025
Q1 		$2.3M Sell
32,010
-368
-1% -$27.6K 0.07% 138
2024
Q4 		$2.27M Buy
32,378
+700
+2% +$47.8K 0.07% 143
2024
Q3 		$1.79M Buy
31,678
+949
+3% +$53.7K 0.05% 154
2024
Q2 		$1.83M Sell
30,729
-138
-0.4% -$8.15K 0.05% 140
2024
Q1 		$1.79M Sell
30,867
-283
-0.9% -$14.8K 0.06% 144
2023
Q4 		$1.53M Buy
31,150
+3,072
+11% +$133K 0.05% 147
2023
Q3 		$1.15M Buy
28,078
+734
+3% +$31.7K 0.04% 153
2023
Q2 		$1.17M Sell
27,344
-3,561
-12% -$143K 0.04% 148
2023
Q1 		$1.16M Buy
30,905
+50
+0.2% +$2.18K 0.05% 146
2022
Q4 		$1.27M Sell
30,855
-1,517
-5% -$67.1K 0.05% 144
2022
Q3 		$1.3M Buy
32,372
+4
+0% +$172 0.07% 126
2022
Q2 		$1.27M Sell
32,368
-214
-0.7% -$9.39K 0.06% 129
2022
Q1 		$1.58M Hold
32,582
– – 0.08% 130
2021
Q4 		$1.56M Buy
32,582
+65
+0.2% +$3.2K 0.07% 133
2021
Q3 		$1.51M Sell
32,517
-134
-0.4% -$6.2K 0.07% 130
2021
Q2 		$1.48M Sell
32,651
-360
-1% -$16.1K 0.06% 128
2021
Q1 		$1.29M Buy
33,011
+8,675
+36% +$307K 0.06% 130
2020
Q4 		$734K Sell
24,336
-3,324
-12% -$86.1K 0.04% 164
2020
Q3 		$650K Sell
27,660
-3,260
-11% -$80.3K 0.04% 157
2020
Q2 		$792K Buy
30,920
+674
+2% +$18.4K 0.06% 139
2020
Q1 		$868K Sell
30,246
-593
-2% -$25.2K 0.08% 121
2019
Q4 		$1.66M Buy
30,839
+273
+0.9% +$14.3K 0.11% 111
2019
Q3 		$1.54M Sell
30,566
-1,482
-5% -$69.8K 0.11% 108
2019
Q2 		$1.52M Sell
32,048
-459
-1% -$21.5K 0.12% 106
2019
Q1 		$1.57M Sell
32,507
-473
-1% -$23.3K 0.12% 101
2018
Q4 		$1.52M Sell
32,980
-1,446
-4% -$74.1K 0.15% 90
2018
Q3 		$1.81M Buy
34,426
+3
+0% +$171 0.14% 95
2018
Q2 		$1.91M Sell
34,423
-329
-0.9% -$17.6K 0.17% 95
2018
Q1 		$1.82M Buy
34,752
+19,732
+131% +$1.17M 0.18% 94
2017
Q4 		$912K Buy
15,020
+8,262
+122% +$467K 0.09% 113
2017
Q3 		$373K Buy
6,758
+747
+12% +$39.7K 0.04% 154
2017
Q2 		$333K Sell
6,011
-1,417
-19% -$75.9K 0.04% 159
2017
Q1 		$413K Buy
7,428
+1,012
+16% +$57.4K 0.05% 147
2016
Q4 		$353K Buy
6,416
+1,100
+21% +$55.3K 0.04% 157
2016
Q3 		$235K Sell
5,316
-856
-14% -$41K 0.03% 178
2016
Q2 		$293K Buy
6,172
+556
+10% +$27.1K 0.04% 166
2016
Q1 		$272K Sell
5,616
-283
-5% -$13.9K 0.04% 160
2015
Q4 		$321K Buy
5,899
+599
+11% +$32.5K 0.04% 150
2015
Q3 		$272K Buy
5,300
+119
+2% +$6.54K 0.04% 150
2015
Q2 		$292K Sell
5,181
-144
-3% -$8.03K 0.04% 146
2015
Q1 		$290K Buy
+5,325
New +$288K 0.07% 122

Other funds holding WFC

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Grimes & Company's WFC Position: Q2 2026 in Review

Grimes & Company reduced its Wells Fargo (WFC) stake by 0.77% in Q2 2026, selling an estimated $23.1K and leaving 36,958 shares worth $3.05M. The position accounts for 0.07% of the portfolio, ranked #164.

Grimes & Company first reported a position in WFC in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.59M in Q4 2025. 931 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Grimes & Company held 36,958 shares of Wells Fargo worth $3.05M as of Q2 2026.
  • Grimes & Company sold 287 Wells Fargo shares in Q2 2026, an estimated $23.1K.
  • Wells Fargo made up 0.07% of Grimes & Company's portfolio in Q2 2026, its #164 holding.
  • Grimes & Company first reported a position in Wells Fargo in Q1 2015 and has held it in 46 quarters since.
  • Grimes & Company's Wells Fargo position peaked at $3.59M in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.