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Hoese & Co’s Wells Fargo WFC Stock Holding History

Hoese & Co’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 		$217K Buy
2,624
+1,900
+262% +$153K 0.14% 44
2026
Q1 		$57.6K Hold
724
– – 0.04% 84
2025
Q4 		$67.5K Hold
724
– – 0.05% 80
2025
Q3 		$60.7K Sell
724
-450
-38% -$36.5K 0.05% 73
2025
Q2 		$94.1K Buy
1,174
+450
+62% +$32.4K 0.08% 65
2025
Q1 		$52K Hold
724
– – 0.05% 68
2024
Q4 		$50.9K Hold
724
– – 0.04% 70
2024
Q3 		$40.9K Hold
724
– – 0.03% 76
2024
Q2 		$43.4K Hold
724
– – 0.04% 71
2024
Q1 		$40.2K Hold
724
– – 0.04% 73
2023
Q4 		$32.3K Sell
724
-1,650
-70% -$71.2K 0.03% 78
2023
Q3 		$97K Hold
2,374
– – 0.1% 44
2023
Q2 		$101K Hold
2,374
– – 0.1% 46
2023
Q1 		$111K Hold
2,374
– – 0.13% 50
2022
Q4 		$114K Hold
2,374
– – 0.12% 54
2022
Q3 		$95K Hold
2,374
– – 0.11% 55
2022
Q2 		$93K Hold
2,374
– – 0.1% 58
2022
Q1 		$115K Sell
2,374
-350
-13% -$18.7K 0.12% 51
2021
Q4 		$131K Buy
2,724
+162
+6% +$7.98K 0.13% 57
2021
Q3 		$119K Sell
2,562
-2,100
-45% -$97.2K 0.13% 56
2021
Q2 		$211K Buy
4,662
+450
+11% +$20.1K 0.24% 45
2021
Q1 		$165K Buy
+4,212
New +$149K 0.2% 47

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Hoese & Co's WFC Position: Q2 2026 in Review

Hoese & Co increased its Wells Fargo (WFC) stake by 262% in Q2 2026, buying an estimated $153K and bringing the position to 2,624 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #44.

Hoese & Co first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hoese & Co held 2,624 shares of Wells Fargo worth $217K as of Q2 2026.
  • Hoese & Co bought 1,900 Wells Fargo shares in Q2 2026, an estimated $153K.
  • Wells Fargo made up 0.14% of Hoese & Co's portfolio in Q2 2026, its #44 holding.
  • Hoese & Co first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.