Hohimer Wealth Management’s Wells Fargo WFC Stock Holding History

Hohimer Wealth Management’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	$911K	Sell	11,020 -102	-0.9%	-$8.2K	0.09%	174
2026 Q1	$885K	Buy	11,122 +5,044	+83%	+$433K	0.1%	169
2025 Q4	$566K	Buy	6,078 +3	+0%	+$260	0.08%	184
2025 Q3	$509K	Buy	6,075 +5	+0.1%	+$405	0.07%	194
2025 Q2	$486K	Buy	6,070 +1	+0%	+$72	0.09%	161
2025 Q1	$436K	Buy	6,069 +946	+18%	+$71K	0.08%	172
2024 Q4	$360K	Hold	5,123	–	–	0.07%	164
2024 Q3	$289K	Hold	5,123	–	–	0.06%	172
2024 Q2	$304K	Sell	5,123 -200	-4%	-$11.8K	0.07%	185
2024 Q1	$309K	Buy	+5,323	New	+$278K	0.07%	199
2023 Q4	–	Sell	-5,641	Closed	-$230K	–	199
2023 Q3	$230K	Sell	5,641 -46	-0.8%	-$1.99K	0.07%	178
2023 Q2	$243K	Buy	+5,687	New	+$229K	0.07%	171
2023 Q1	–	Sell	-5,121	Closed	-$211K	–	211
2022 Q4	$211K	Hold	5,121	–	–	0.07%	150
2022 Q3	$206K	Hold	5,121	–	–	0.07%	164
2022 Q2	$201K	Hold	5,121	–	–	0.06%	176
2022 Q1	$248K	Buy	+5,121	New	+$274K	0.05%	179
2020 Q3	–	Sell	-10,031	Closed	-$257K	–	194
2020 Q2	$257K	Buy	10,031 +1,213	+14%	+$33.2K	0.09%	168
2020 Q1	$251K	Buy	8,818 +2,775	+46%	+$118K	0.11%	166
2019 Q4	$325K	Buy	+6,043	New	+$317K	0.11%	198

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hohimer Wealth Management's WFC Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Wells Fargo (WFC) stake by 0.92% in Q2 2026, selling an estimated $8.2K and leaving 11,020 shares worth $911K. The position accounts for 0.09% of the portfolio, ranked #174.

Hohimer Wealth Management first reported a position in WFC in Q4 2019 and has held it in 19 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Hohimer Wealth Management held 11,020 shares of Wells Fargo worth $911K as of Q2 2026.
Hohimer Wealth Management sold 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
Wells Fargo made up 0.09% of Hohimer Wealth Management's portfolio in Q2 2026, its #174 holding.
Hohimer Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 19 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.