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Johnson Investment Counsel’s Wells Fargo WFC Stock Holding History

Johnson Investment Counsel’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 		$2.32M Buy
28,022
+1,317
+5% +$106K 0.02% 311
2026
Q1 		$2.13M Sell
26,705
-4,290
-14% -$368K 0.02% 315
2025
Q4 		$2.89M Sell
30,995
-400
-1% -$34.7K 0.02% 244
2025
Q3 		$2.63M Buy
31,395
+33
+0.1% +$2.68K 0.02% 263
2025
Q2 		$2.51M Buy
31,362
+1,165
+4% +$84K 0.02% 258
2025
Q1 		$2.17M Sell
30,197
-1,370
-4% -$103K 0.02% 278
2024
Q4 		$2.22M Buy
31,567
+3,176
+11% +$217K 0.02% 272
2024
Q3 		$1.6M Buy
28,391
+9,495
+50% +$537K 0.02% 323
2024
Q2 		$1.12M Buy
18,896
+245
+1% +$14.5K 0.01% 361
2024
Q1 		$1.08M Sell
18,651
-79
-0.4% -$4.13K 0.01% 372
2023
Q4 		$922K Sell
18,730
-968
-5% -$41.8K 0.01% 383
2023
Q3 		$805K Buy
19,698
+4,446
+29% +$192K 0.01% 381
2023
Q2 		$651K Buy
15,252
+3,475
+30% +$140K 0.01% 424
2023
Q1 		$440K Sell
11,777
-1,241
-10% -$54.1K 0.01% 483
2022
Q4 		$538K Sell
13,018
-65
-0.5% -$2.88K 0.01% 446
2022
Q3 		$526K Sell
13,083
-62
-0.5% -$2.66K 0.01% 428
2022
Q2 		$515K Buy
13,145
+548
+4% +$24K 0.01% 441
2022
Q1 		$610K Buy
12,597
+1,053
+9% +$56.4K 0.01% 428
2021
Q4 		$554K Sell
11,544
-1,641
-12% -$80.8K 0.01% 453
2021
Q3 		$612K Buy
13,185
+889
+7% +$41.1K 0.01% 408
2021
Q2 		$557K Buy
12,296
+406
+3% +$18.1K 0.01% 420
2021
Q1 		$465K Sell
11,890
-565
-5% -$20K 0.01% 436
2020
Q4 		$376K Sell
12,455
-412
-3% -$10.7K 0.01% 457
2020
Q3 		$303K Sell
12,867
-38,367
-75% -$945K 0.01% 470
2020
Q2 		$1.31M Sell
51,234
-6,018
-11% -$165K 0.03% 224
2020
Q1 		$1.64M Sell
57,252
-12,668
-18% -$539K 0.04% 193
2019
Q4 		$3.76M Buy
69,920
+790
+1% +$41.4K 0.07% 149
2019
Q3 		$3.49M Buy
69,130
+37,798
+121% +$1.78M 0.07% 149
2019
Q2 		$1.48M Buy
31,332
+1,038
+3% +$48.5K 0.03% 243
2019
Q1 		$1.46M Buy
30,294
+2,128
+8% +$105K 0.03% 244
2018
Q4 		$1.3M Sell
28,166
-15,047
-35% -$771K 0.03% 247
2018
Q3 		$2.27M Sell
43,213
-978
-2% -$55.8K 0.05% 194
2018
Q2 		$2.45M Sell
44,191
-6,611
-13% -$354K 0.06% 172
2018
Q1 		$2.66M Sell
50,802
-23,572
-32% -$1.4M 0.07% 155
2017
Q4 		$4.51M Sell
74,374
-2,881
-4% -$163K 0.11% 123
2017
Q3 		$4.26M Sell
77,255
-52,445
-40% -$2.79M 0.11% 124
2017
Q2 		$7.19M Buy
129,700
+2,925
+2% +$157K 0.2% 86
2017
Q1 		$7.06M Sell
126,775
-7,852
-6% -$446K 0.2% 89
2016
Q4 		$7.42M Sell
134,627
-4,420
-3% -$222K 0.23% 86
2016
Q3 		$6.16M Sell
139,047
-31,370
-18% -$1.5M 0.2% 93
2016
Q2 		$8.06M Buy
170,417
+45,011
+36% +$2.19M 0.27% 81
2016
Q1 		$6.06M Buy
125,406
+71,616
+133% +$3.51M 0.21% 84
2015
Q4 		$2.92M Buy
53,790
+4,216
+9% +$229K 0.1% 134
2015
Q3 		$2.54M Buy
49,574
+4,538
+10% +$250K 0.09% 142
2015
Q2 		$2.53M Buy
45,036
+187
+0.4% +$10.4K 0.09% 137
2015
Q1 		$2.44M Buy
44,849
+2,572
+6% +$139K 0.08% 139
2014
Q4 		$2.32M Buy
42,277
+7,236
+21% +$383K 0.08% 144
2014
Q3 		$1.82M Buy
35,041
+86
+0.2% +$4.42K 0.06% 156
2014
Q2 		$1.84M Sell
34,955
-566
-2% -$28.5K 0.07% 140
2014
Q1 		$1.77M Sell
35,521
-1,815
-5% -$84.5K 0.06% 142
2013
Q4 		$1.7M Buy
37,336
+1,994
+6% +$86.1K 0.06% 147
2013
Q3 		$1.46M Buy
35,342
+211
+0.6% +$9.01K 0.06% 155
2013
Q2 		$1.45M Buy
+35,131
New +$1.37M 0.06% 148

Other funds holding WFC

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
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
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

Johnson Investment Counsel's WFC Position: Q2 2026 in Review

Johnson Investment Counsel increased its Wells Fargo (WFC) stake by 4.9% in Q2 2026, buying an estimated $106K and bringing the position to 28,022 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #311.

Johnson Investment Counsel first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.06M in Q2 2016. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Johnson Investment Counsel held 28,022 shares of Wells Fargo worth $2.32M as of Q2 2026.
  • Johnson Investment Counsel bought 1,317 Wells Fargo shares in Q2 2026, an estimated $106K.
  • Wells Fargo made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #311 holding.
  • Johnson Investment Counsel first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Johnson Investment Counsel's Wells Fargo position peaked at $8.06M in Q2 2016.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.