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Investors Research Corp’s Wells Fargo WFC Stock Holding History

Investors Research Corp’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 		$79.6K Hold
963
– – 0.01% 352
2026
Q1 		$76.7K Buy
963
+84
+10% +$7.21K 0.01% 359
2025
Q4 		$81.9K Hold
879
– – 0.02% 384
2025
Q3 		$73.7K Hold
879
– – 0.01% 399
2025
Q2 		$70.4K Hold
879
– – 0.01% 429
2025
Q1 		$63.1K Sell
879
-8,607
-91% -$646K 0.01% 431
2024
Q4 		$666K Sell
9,486
-3,975
-30% -$271K 0.15% 161
2024
Q3 		$760K Buy
13,461
+160
+1% +$9.05K 0.17% 148
2024
Q2 		$790K Sell
13,301
-5,712
-30% -$337K 0.18% 131
2024
Q1 		$1.1M Sell
19,013
-425
-2% -$22.2K 0.26% 94
2023
Q4 		$957K Sell
19,438
-387
-2% -$16.7K 0.23% 109
2023
Q3 		$810K Sell
19,825
-386
-2% -$16.7K 0.21% 123
2023
Q2 		$863K Hold
20,211
– – 0.22% 123
2023
Q1 		$755K Sell
20,211
-250
-1% -$10.9K 0.2% 143
2022
Q4 		$845K Sell
20,461
-200
-1% -$8.85K 0.23% 117
2022
Q3 		$831K Hold
20,661
– – 0.25% 106
2022
Q2 		$809K Hold
20,661
– – 0.24% 114
2022
Q1 		$1M Hold
20,661
– – 0.28% 100
2021
Q4 		$991K Hold
20,661
– – 0.3% 88
2021
Q3 		$959K Buy
20,661
+35
+0.2% +$1.62K 0.32% 89
2021
Q2 		$934K Hold
20,626
– – 0.32% 95
2021
Q1 		$806K Buy
20,626
+838
+4% +$29.7K 0.3% 113
2020
Q4 		$597K Sell
19,788
-1,997
-9% -$51.7K 0.23% 159
2020
Q3 		$512K Sell
21,785
-350
-2% -$8.63K 0.25% 129
2020
Q2 		$567K Hold
22,135
– – 0.28% 119
2020
Q1 		$635K Buy
22,135
+14,625
+195% +$622K 0.4% 67
2019
Q4 		$404K Hold
7,510
– – 0.19% 168
2019
Q3 		$379K Buy
7,510
+1,019
+16% +$48K 0.19% 169
2019
Q2 		$307K Sell
6,491
-199
-3% -$9.31K 0.16% 192
2019
Q1 		$323K Buy
6,690
+199
+3% +$9.79K 0.17% 179
2018
Q4 		$299K Hold
6,491
– – 0.21% 181
2018
Q3 		$341K Buy
6,491
+201
+3% +$11.5K 0.2% 188
2018
Q2 		$349K Buy
6,290
+1,495
+31% +$80.1K 0.2% 187
2018
Q1 		$251K Hold
4,795
– – 0.15% 243
2017
Q4 		$291K Buy
+4,795
New +$271K 0.18% 213

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Investors Research Corp's WFC Position: Q2 2026 in Review

Investors Research Corp held its Wells Fargo (WFC) position steady in Q2 2026 at 963 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #352.

Investors Research Corp first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.1M in Q1 2024. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Investors Research Corp held 963 shares of Wells Fargo worth $79.6K as of Q2 2026.
  • Investors Research Corp left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #352 holding.
  • Investors Research Corp first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
  • Investors Research Corp's Wells Fargo position peaked at $1.1M in Q1 2024.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.