Ironwood Financial’s Wells Fargo WFC Stock Holding History

Ironwood Financial’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	$262K	Buy	2,985 +1	+0%	+$80	0.04%	160
2026 Q1	$238K	Buy	2,984 +12	+0.4%	+$1.03K	0.04%	158
2025 Q4	$282K	Hold	2,972	–	–	0.05%	144
2025 Q3	$249K	Sell	2,972 -169	-5%	-$13.7K	0.04%	154
2025 Q2	$225K	Hold	3,141	–	–	0.05%	149
2025 Q1	$225K	Hold	3,141	–	–	0.05%	149
2024 Q4	$221K	Buy	+3,141	New	+$214K	0.05%	149
2021 Q4	–	Sell	-3,198	Closed	-$148K	–	544
2021 Q3	$148K	Buy	3,198 +101	+3%	+$4.67K	0.04%	126
2021 Q2	$140K	Sell	3,097 -53	-2%	-$2.37K	0.04%	125
2021 Q1	$123K	Hold	3,150	–	–	0.04%	119
2020 Q4	$95K	Buy	3,150 +539	+21%	+$14K	0.04%	127
2020 Q3	$61K	Hold	2,611	–	–	0.03%	109
2020 Q2	$67K	Sell	2,611 -198	-7%	-$5.42K	0.04%	96
2020 Q1	$81K	Hold	2,809	–	–	0.06%	65
2019 Q4	$151K	Sell	2,809 -230	-8%	-$12K	0.07%	64
2019 Q3	$153K	Hold	3,039	–	–	0.07%	61
2019 Q2	$144K	Hold	3,039	–	–	0.07%	63
2019 Q1	$147K	Sell	3,039 -105	-3%	-$5.16K	0.08%	63
2018 Q4	$145K	Hold	3,144	–	–	0.08%	55
2018 Q3	$165K	Hold	3,144	–	–	0.09%	61
2018 Q2	$174K	Hold	3,144	–	–	0.1%	49
2018 Q1	$165K	Hold	3,144	–	–	0.18%	37
2017 Q4	$191K	Sell	3,144 -85	-3%	-$4.8K	0.12%	44
2017 Q3	$178K	Hold	3,229	–	–	0.11%	50
2017 Q2	$179K	Hold	3,229	–	–	0.12%	46
2017 Q1	$180K	Sell	3,229 -404	-11%	-$22.9K	0.12%	46
2016 Q4	$200K	Sell	3,633 -135	-4%	-$6.79K	0.14%	44
2016 Q3	$167K	Hold	3,768	–	–	0.12%	50
2016 Q2	$178K	Hold	3,768	–	–	0.13%	46
2016 Q1	$182K	Buy	+3,768	New	+$184K	0.14%	48
2015 Q3	$268K	Buy	5,202 +4	+0.1%	+$220	0.13%	60
2015 Q2	$293K	Buy	5,198 +1,430	+38%	+$79.7K	0.14%	57
2015 Q1	$205K	Hold	3,768	–	–	0.1%	67
2014 Q4	$207K	Buy	+3,768	New	+$199K	0.11%	63

Other funds holding WFC

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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

Ironwood Financial's WFC Position: Q2 2026 in Review

Ironwood Financial increased its Wells Fargo (WFC) stake by 0.03% in Q2 2026, buying an estimated $80 and bringing the position to 2,985 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #160.

Ironwood Financial first reported a position in WFC in Q4 2014 and has held it in 34 quarters since. The position peaked at $293K in Q2 2015. 947 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ironwood Financial held 2,985 shares of Wells Fargo worth $262K as of Q2 2026.
Ironwood Financial bought 1 Wells Fargo share in Q2 2026, an estimated $80.
Wells Fargo made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #160 holding.
Ironwood Financial first reported a position in Wells Fargo in Q4 2014 and has held it in 34 quarters since.
Ironwood Financial's Wells Fargo position peaked at $293K in Q2 2015.
947 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.