JC
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Jacobs & Co’s Wells Fargo WFC Stock Holding History

Jacobs & Co’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 		$757K Hold
9,162
– – 0.06% 91
2026
Q1 		$729K Hold
9,162
– – 0.07% 87
2025
Q4 		$853K Hold
9,162
– – 0.08% 88
2025
Q3 		$767K Sell
9,162
-880
-9% -$71.4K 0.07% 88
2025
Q2 		$804K Hold
10,042
– – 0.08% 89
2025
Q1 		$720K Hold
10,042
– – 0.08% 90
2024
Q4 		$705K Hold
10,042
– – 0.07% 91
2024
Q3 		$567K Sell
10,042
-200
-2% -$11.3K 0.06% 95
2024
Q2 		$608K Sell
10,242
-315
-3% -$18.6K 0.06% 94
2024
Q1 		$611K Sell
10,557
-1,600
-13% -$83.7K 0.06% 94
2023
Q4 		$598K Sell
12,157
-225
-2% -$9.71K 0.07% 93
2023
Q3 		$505K Buy
12,382
+765
+7% +$33K 0.06% 96
2023
Q2 		$495K Sell
11,617
-358
-3% -$14.4K 0.06% 96
2023
Q1 		$447K Buy
11,975
+33
+0.3% +$1.44K 0.06% 99
2022
Q4 		$493K Buy
11,942
+65
+0.5% +$2.88K 0.06% 98
2022
Q3 		$477K Hold
11,877
– – 0.07% 96
2022
Q2 		$465K Buy
11,877
+665
+6% +$29.2K 0.06% 94
2022
Q1 		$543K Buy
11,212
+1,142
+11% +$61.1K 0.06% 92
2021
Q4 		$483K Hold
10,070
– – 0.05% 98
2021
Q3 		$467K Buy
10,070
+1,000
+11% +$46.3K 0.05% 96
2021
Q2 		$410K Sell
9,070
-150
-2% -$6.7K 0.05% 96
2021
Q1 		$360K Hold
9,220
– – 0.04% 98
2020
Q4 		$278K Hold
9,220
– – 0.04% 102
2020
Q3 		$216K Hold
9,220
– – 0.03% 107
2020
Q2 		$236K Sell
9,220
-921
-9% -$25.2K 0.04% 107
2020
Q1 		$291K Hold
10,141
– – 0.06% 105
2019
Q4 		$545K Sell
10,141
-549
-5% -$28.8K 0.08% 96
2019
Q3 		$539K Sell
10,690
-90
-0.8% -$4.24K 0.09% 97
2019
Q2 		$510K Hold
10,780
– – 0.08% 100
2019
Q1 		$520K Sell
10,780
-400
-4% -$19.7K 0.09% 105
2018
Q4 		$515K Sell
11,180
-280
-2% -$14.3K 0.1% 95
2018
Q3 		$602K Sell
11,460
-825
-7% -$47.1K 0.1% 95
2018
Q2 		$681K Hold
12,285
– – 0.12% 91
2018
Q1 		$643K Sell
12,285
-15
-0.1% -$891 0.12% 92
2017
Q4 		$746K Sell
12,300
-480
-4% -$27.1K 0.13% 94
2017
Q3 		$704K Sell
12,780
-550
-4% -$29.2K 0.13% 95
2017
Q2 		$738K Sell
13,330
-50
-0.4% -$2.68K 0.15% 95
2017
Q1 		$744K Sell
13,380
-200
-1% -$11.3K 0.15% 96
2016
Q4 		$748K Sell
13,580
-936
-6% -$47.1K 0.16% 96
2016
Q3 		$642K Sell
14,516
-98
-0.7% -$4.69K 0.14% 95
2016
Q2 		$691K Sell
14,614
-2,498
-15% -$122K 0.16% 95
2016
Q1 		$827K Buy
17,112
+502
+3% +$24.6K 0.2% 95
2015
Q4 		$853K Buy
16,610
+2
+0% +$109 0.22% 93
2015
Q3 		$852K Sell
16,608
-399
-2% -$21.9K 0.23% 96
2015
Q2 		$956K Buy
17,007
+241
+1% +$13.4K 0.24% 95
2015
Q1 		$912K Sell
16,766
-400
-2% -$21.6K 0.23% 94
2014
Q4 		$941K Buy
17,166
+2,050
+14% +$109K 0.25% 93
2014
Q3 		$784K Sell
15,116
-77
-0.5% -$3.96K 0.22% 95
2014
Q2 		$799K Sell
15,193
-623
-4% -$31.3K 0.23% 93
2014
Q1 		$787K Sell
15,816
-398
-2% -$18.5K 0.24% 92
2013
Q4 		$736K Sell
16,214
-70
-0.4% -$3.02K 0.24% 93
2013
Q3 		$672K Hold
16,284
– – 0.23% 91
2013
Q2 		$672K Buy
+16,284
New +$635K 0.24% 89

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Jacobs & Co's WFC Position: Q2 2026 in Review

Jacobs & Co held its Wells Fargo (WFC) position steady in Q2 2026 at 9,162 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #91.

Jacobs & Co first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $956K in Q2 2015. 1,032 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Jacobs & Co held 9,162 shares of Wells Fargo worth $757K as of Q2 2026.
  • Jacobs & Co left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.06% of Jacobs & Co's portfolio in Q2 2026, its #91 holding.
  • Jacobs & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Jacobs & Co's Wells Fargo position peaked at $956K in Q2 2015.
  • 1,032 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.