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International Assets Investment Management’s Wells Fargo WFC Stock Holding History

International Assets Investment 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 		$2M Sell
264,493
-93,681
-26% -$7.53M 0.12% 161
2026
Q1 		$1.48M Sell
358,174
-445,302
-55% -$38.2M 0.1% 184
2025
Q4 		$2.14M Buy
803,476
+788,959
+5,435% +$68.5M 0.15% 121
2025
Q3 		$1.18M Buy
+14,517
New +$1.18M 0.1% 203
2025
Q2 		– Sell
-947,716
Closed -$2.05M – 902
2025
Q1 		$2.05M Buy
+947,716
New +$71.2M 0.18% 106
2022
Q4 		– Sell
-21,142
Closed -$850K – 868
2022
Q3 		$850K Buy
21,142
+5,062
+31% +$217K 0.18% 124
2022
Q2 		$630 Buy
16,080
+1,280
+9% +$56.2K 0.06% 165
2022
Q1 		$717K Buy
14,800
+786
+6% +$42.1K 0.13% 170
2021
Q4 		$672K Sell
14,014
-58,616
-81% -$2.89M 0.12% 191
2021
Q3 		$695K Buy
72,630
+23,355
+47% +$1.08M 0.12% 195
2021
Q2 		$639K Sell
49,275
-28,675
-37% -$1.28M 0.12% 189
2021
Q1 		$1.02M Buy
77,950
+38,975
+100% +$1.38M 0.09% 209
2020
Q4 		$447K Sell
38,975
-5,502
-12% -$142K 0.08% 224
2020
Q3 		$461K Sell
44,477
-26,045
-37% -$642K 0.11% 177
2020
Q2 		$551K Sell
70,522
-310
-0.4% -$8.48K 0.13% 152
2020
Q1 		$618K Buy
+70,832
New +$3.01M 0.19% 111

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

International Assets Investment Management's WFC Position: Q2 2026 in Review

International Assets Investment Management reduced its Wells Fargo (WFC) stake by 26% in Q2 2026, selling an estimated $7.53M and leaving 264,493 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #161.

International Assets Investment Management first reported a position in WFC in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.14M in Q4 2025. 1,061 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • International Assets Investment Management held 264,493 shares of Wells Fargo worth $2M as of Q2 2026.
  • International Assets Investment Management sold 93,681 Wells Fargo shares in Q2 2026, an estimated $7.53M.
  • Wells Fargo made up 0.12% of International Assets Investment Management's portfolio in Q2 2026, its #161 holding.
  • International Assets Investment Management first reported a position in Wells Fargo in Q1 2020 and has held it in 16 quarters since.
  • International Assets Investment Management's Wells Fargo position peaked at $2.14M in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.