Hummer Financial Advisory Services’s Wells Fargo WFC Stock Holding History

Hummer Financial Advisory 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	$258K	Hold	3,126	–	–	0.17%	106
2026 Q1	$249K	Hold	3,126	–	–	0.18%	108
2025 Q4	$291K	Hold	3,126	–	–	0.21%	92
2025 Q3	$262K	Hold	3,126	–	–	0.19%	99
2025 Q2	$250K	Hold	3,126	–	–	0.19%	96
2025 Q1	$224K	Hold	3,126	–	–	0.18%	99
2024 Q4	$220K	Buy	+3,126	New	+$213K	0.17%	103
2020 Q1	–	Sell	-4,104	Closed	-$221K	–	107
2019 Q4	$221K	Buy	+4,104	New	+$215K	0.24%	96

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

Hummer Financial Advisory Services's WFC Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Wells Fargo (WFC) position steady in Q2 2026 at 3,126 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #106.

Hummer Financial Advisory Services first reported a position in WFC in Q4 2019 and has held it in 8 quarters since. The position peaked at $291K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Hummer Financial Advisory Services held 3,126 shares of Wells Fargo worth $258K as of Q2 2026.
Hummer Financial Advisory Services left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.17% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #106 holding.
Hummer Financial Advisory Services first reported a position in Wells Fargo in Q4 2019 and has held it in 8 quarters since.
Hummer Financial Advisory Services's Wells Fargo position peaked at $291K in Q4 2025.
1,075 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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