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Intrinsic Value Partners’s Wells Fargo WFC Stock Holding History

Intrinsic Value Partners’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 		$1.12M Sell
13,547
-300
-2% -$24.1K 0.77% 31
2026
Q1 		$1.1M Sell
13,847
-496
-3% -$42.6K 0.85% 30
2025
Q4 		$1.34M Sell
14,343
-669
-4% -$58.1K 1% 24
2025
Q3 		$1.26M Sell
15,012
-170
-1% -$13.8K 1.02% 23
2025
Q2 		$1.22M Sell
15,182
-93
-0.6% -$6.71K 1.08% 23
2025
Q1 		$1.1M Sell
15,275
-585
-4% -$43.9K 1.08% 22
2024
Q4 		$1.11M Sell
15,860
-250
-2% -$17.1K 1.12% 21
2024
Q3 		$910K Sell
16,110
-663
-4% -$37.5K 0.91% 23
2024
Q2 		$996K Sell
16,773
-102
-0.6% -$6.02K 1.04% 22
2024
Q1 		$978K Sell
16,875
-440
-3% -$23K 1.04% 21
2023
Q4 		$852K Sell
17,315
-130
-0.7% -$5.61K 0.99% 25
2023
Q3 		$713K Hold
17,445
– – 0.92% 24
2023
Q2 		$745K Sell
17,445
-60
-0.3% -$2.42K 0.94% 25
2023
Q1 		$654K Sell
17,505
-495
-3% -$21.6K 0.88% 29
2022
Q4 		$743K Sell
18,000
-11,311
-39% -$501K 1.02% 24
2022
Q3 		$1.18M Sell
29,311
-100
-0.3% -$4.3K 1.64% 19
2022
Q2 		$1.15M Sell
29,411
-3,238
-10% -$142K 1.47% 20
2022
Q1 		$1.58M Sell
32,649
-490
-1% -$26.2K 1.68% 15
2021
Q4 		$1.59M Buy
+33,139
New +$1.63M 1.7% 17

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Intrinsic Value Partners's WFC Position: Q2 2026 in Review

Intrinsic Value Partners reduced its Wells Fargo (WFC) stake by 2.2% in Q2 2026, selling an estimated $24.1K and leaving 13,547 shares worth $1.12M. The position accounts for 0.77% of the portfolio, ranked #31.

Intrinsic Value Partners first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q4 2021. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Intrinsic Value Partners held 13,547 shares of Wells Fargo worth $1.12M as of Q2 2026.
  • Intrinsic Value Partners sold 300 Wells Fargo shares in Q2 2026, an estimated $24.1K.
  • Wells Fargo made up 0.77% of Intrinsic Value Partners's portfolio in Q2 2026, its #31 holding.
  • Intrinsic Value Partners first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Intrinsic Value Partners's Wells Fargo position peaked at $1.59M in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.