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Hamilton Point Investment Advisors’s Wells Fargo WFC Stock Holding History

Hamilton Point Investment Advisors’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 		$163K Hold
1,968
– – 0.02% 150
2026
Q1 		$157K Hold
1,968
– – 0.02% 142
2025
Q4 		$183K Buy
+1,968
New +$171K 0.03% 140

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hamilton Point Investment Advisors's WFC Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 1,968 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #150.

Hamilton Point Investment Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $183K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hamilton Point Investment Advisors held 1,968 shares of Wells Fargo worth $163K as of Q2 2026.
  • Hamilton Point Investment Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.02% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Hamilton Point Investment Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Hamilton Point Investment Advisors's Wells Fargo position peaked at $183K in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.