Jeppson Wealth Management
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Jeppson Wealth Management’s Wells Fargo WFC Stock Holding History

Jeppson Wealth 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
Q3 		$1.61M Sell
20,072
-269
-1% -$23.3K 0.46% 57
2026
Q2 		$1.68M Sell
20,341
-149
-0.7% -$12K 0.5% 51
2026
Q1 		$1.63M Sell
20,490
-3,810
-16% -$327K 0.51% 52
2025
Q4 		$2.26M Sell
24,300
-520
-2% -$45.1K 0.72% 37
2025
Q3 		$2.08M Sell
24,820
-90
-0.4% -$7.3K 0.66% 37
2025
Q2 		$2M Sell
24,910
-70
-0.3% -$5.05K 0.69% 36
2025
Q1 		$1.79M Sell
24,980
-535
-2% -$40.2K 0.66% 41
2024
Q4 		$1.79M Sell
25,515
-625
-2% -$42.7K 0.65% 37
2024
Q3 		$1.48M Sell
26,140
-502
-2% -$28.4K 0.53% 52
2024
Q2 		$1.58M Sell
26,642
-675
-2% -$39.8K 0.6% 42
2024
Q1 		$1.58M Sell
27,317
-400
-1% -$20.9K 0.61% 43
2023
Q4 		$1.36M Sell
27,717
-347
-1% -$15K 0.56% 50
2023
Q3 		$1.15M Buy
28,064
+800
+3% +$34.5K 0.53% 48
2023
Q2 		$1.16M Buy
27,264
+171
+0.6% +$6.88K 0.51% 51
2023
Q1 		$1.01M Sell
27,093
-480
-2% -$20.9K 0.44% 61
2022
Q4 		$1.14M Buy
27,573
+1,640
+6% +$72.6K 0.48% 48
2022
Q3 		$1.04M Sell
25,933
-288
-1% -$12.4K 0.47% 48
2022
Q2 		$1.03M Buy
26,221
+2,160
+9% +$94.8K 0.44% 51
2022
Q1 		$1.16M Buy
24,061
+60
+0.2% +$3.21K 0.54% 49
2021
Q4 		$1.15M Sell
24,001
-175
-0.7% -$8.62K 0.56% 44
2021
Q3 		$1.12M Buy
24,176
+15
+0.1% +$694 0.58% 40
2021
Q2 		$1.09M Buy
24,161
+345
+1% +$15.4K 0.6% 45
2021
Q1 		$930K Hold
23,816
– – 0.55% 48
2020
Q4 		$719K Buy
23,816
+3,813
+19% +$98.7K 0.48% 56
2020
Q3 		$470K Buy
+20,003
New +$493K 0.37% 67

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Jeppson Wealth Management's WFC Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Wells Fargo (WFC) stake by 1.3% in Q3 2026, selling an estimated $23.3K and leaving 20,072 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #57.

Jeppson Wealth Management first reported a position in WFC in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.26M in Q4 2025. 1,421 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Jeppson Wealth Management held 20,072 shares of Wells Fargo worth $1.61M as of Q3 2026.
  • Jeppson Wealth Management sold 269 Wells Fargo shares in Q3 2026, an estimated $23.3K.
  • Wells Fargo made up 0.46% of Jeppson Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Jeppson Wealth Management first reported a position in Wells Fargo in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Wells Fargo position peaked at $2.26M in Q4 2025.
  • 1,421 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.