JGP Wealth Management’s Wells Fargo WFC Stock Holding History

JGP 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 Q2	$303K	Sell	3,667 -377	-9%	-$30.3K	0.03%	193
2026 Q1	$322K	Hold	4,044	–	–	0.03%	174
2025 Q4	$377K	Hold	4,044	–	–	0.04%	171
2025 Q3	$326K	Buy	4,044 +575	+17%	+$46.6K	0.04%	162
2025 Q2	$278K	Buy	3,469 +1	+0%	+$72	0.03%	174
2025 Q1	$249K	Sell	3,468 -65	-2%	-$4.88K	0.03%	173
2024 Q4	$248K	Buy	+3,533	New	+$241K	0.03%	167
2020 Q1	–	Sell	-5,030	Closed	-$267K	–	140
2019 Q4	$267K	Sell	5,030 -1,530	-23%	-$80.1K	0.08%	114
2019 Q3	$318K	Buy	6,560 +23	+0.4%	+$1.08K	0.11%	101
2019 Q2	$309K	Buy	6,537 +340	+5%	+$15.9K	0.11%	106
2019 Q1	$299K	Hold	6,197	–	–	0.11%	103
2018 Q4	$286K	Hold	6,197	–	–	0.12%	99
2018 Q3	$325K	Sell	6,197 -819	-12%	-$46.8K	0.13%	100
2018 Q2	$389K	Buy	+7,016	New	+$376K	0.16%	94

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

JGP Wealth Management's WFC Position: Q2 2026 in Review

JGP Wealth Management reduced its Wells Fargo (WFC) stake by 9.3% in Q2 2026, selling an estimated $30.3K and leaving 3,667 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #193.

JGP Wealth Management first reported a position in WFC in Q2 2018 and has held it in 14 quarters since. The position peaked at $389K in Q2 2018. 989 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

JGP Wealth Management held 3,667 shares of Wells Fargo worth $303K as of Q2 2026.
JGP Wealth Management sold 377 Wells Fargo shares in Q2 2026, an estimated $30.3K.
Wells Fargo made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #193 holding.
JGP Wealth Management first reported a position in Wells Fargo in Q2 2018 and has held it in 14 quarters since.
JGP Wealth Management's Wells Fargo position peaked at $389K in Q2 2018.
989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.