Horizon Financial Services’s Wells Fargo WFC Stock Holding History

Horizon Financial Services’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	$45.2K	Sell	547 -441	-45%	-$35.4K	0.02%	152
2026 Q1	$78.7K	Buy	988 +645	+188%	+$55.4K	0.03%	93
2025 Q4	$32K	Hold	343	–	–	0.01%	109
2025 Q3	$28.8K	Buy	343 +209	+156%	+$16.9K	0.01%	118
2025 Q2	$10.7K	Buy	134 +20	+18%	+$1.44K	0.01%	130
2025 Q1	$8.18K	Buy	114 +17	+18%	+$1.28K	﹤0.01%	129
2024 Q4	$6.81K	Hold	97	–	–	﹤0.01%	133
2024 Q3	$5.48K	Hold	97	–	–	﹤0.01%	149
2024 Q2	$5.76K	Hold	97	–	–	﹤0.01%	145
2024 Q1	$5.62K	Buy	+97	New	+$5.08K	﹤0.01%	154
2022 Q1	–	Sell	-97	Closed	-$4.65K	–	119
2021 Q4	$4.65K	Hold	97	–	–	﹤0.01%	106
2021 Q3	$5K	Hold	97	–	–	﹤0.01%	120
2021 Q2	$4K	Hold	97	–	–	﹤0.01%	110
2021 Q1	$4K	Hold	97	–	–	﹤0.01%	86
2020 Q4	$3K	Hold	97	–	–	﹤0.01%	78
2020 Q3	$2K	Buy	+97	New	+$2.39K	﹤0.01%	78

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Horizon Financial Services's WFC Position: Q2 2026 in Review

Horizon Financial Services reduced its Wells Fargo (WFC) stake by 45% in Q2 2026, selling an estimated $35.4K and leaving 547 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #152.

Horizon Financial Services first reported a position in WFC in Q3 2020 and has held it in 16 quarters since. The position peaked at $78.7K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Horizon Financial Services held 547 shares of Wells Fargo worth $45.2K as of Q2 2026.
Horizon Financial Services sold 441 Wells Fargo shares in Q2 2026, an estimated $35.4K.
Wells Fargo made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #152 holding.
Horizon Financial Services first reported a position in Wells Fargo in Q3 2020 and has held it in 16 quarters since.
Horizon Financial Services's Wells Fargo position peaked at $78.7K in Q1 2026.
1,085 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.