Howard Financial Services’s Wells Fargo WFC Stock Holding History

Howard 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	$541K	Buy	6,543 +77	+1%	+$6.19K	0.05%	143
2026 Q1	$515K	Buy	6,466 +2,978	+85%	+$256K	0.06%	129
2025 Q4	$325K	Buy	3,488 +645	+23%	+$56K	0.04%	149
2025 Q3	$238K	Buy	2,843 +181	+7%	+$14.7K	0.03%	166
2025 Q2	$213K	Sell	2,662 -190	-7%	-$13.7K	0.03%	168
2025 Q1	$205K	Buy	+2,852	New	+$214K	0.03%	174
2020 Q1	–	Sell	-3,935	Closed	-$212K	–	133
2019 Q4	$212K	Buy	+3,935	New	+$206K	0.13%	91
2019 Q2	–	Sell	-4,204	Closed	-$203K	–	118
2019 Q1	$203K	Buy	+4,204	New	+$207K	0.14%	88

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Howard Financial Services increased its Wells Fargo (WFC) stake by 1.2% in Q2 2026, buying an estimated $6.19K and bringing the position to 6,543 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #143.

Howard Financial Services first reported a position in WFC in Q1 2019 and has held it in 8 quarters since. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Howard Financial Services held 6,543 shares of Wells Fargo worth $541K as of Q2 2026.
Howard Financial Services bought 77 Wells Fargo shares in Q2 2026, an estimated $6.19K.
Wells Fargo made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #143 holding.
Howard Financial Services first reported a position in Wells Fargo in Q1 2019 and has held it in 8 quarters since.
806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.