Koshinski Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Buy |
15,139
+110
| +0.7% | +$8.84K | 0.07% | 249 |
|
|
2026
Q1 | $1.2M | Buy |
15,029
+353
| +2% | +$30.3K | 0.07% | 247 |
|
|
2025
Q4 | $1.37M | Buy |
14,676
+704
| +5% | +$61.1K | 0.09% | 213 |
|
|
2025
Q3 | $1.17M | Buy |
13,972
+1,422
| +11% | +$115K | 0.08% | 238 |
|
|
2025
Q2 | $1.01M | Buy |
12,550
+2,365
| +23% | +$171K | 0.08% | 267 |
|
|
2025
Q1 | $731K | Buy |
10,185
+875
| +9% | +$65.7K | 0.06% | 303 |
|
|
2024
Q4 | $654M | Buy |
9,310
+112
| +1% | +$7.65K | 0.06% | 314 |
|
|
2024
Q3 | $520K | Buy |
9,198
+6
| +0.1% | +$339 | 0.04% | 359 |
|
|
2024
Q2 | $550K | Sell |
9,192
-771
| -8% | -$45.5K | 0.05% | 319 |
|
|
2024
Q1 | $577K | Buy |
+9,963
| New | +$521K | 0.06% | 298 |
|
|
2023
Q4 | – | Sell |
-16,250
| Closed | -$664K | – | 647 |
|
|
2023
Q3 | $664K | Buy |
16,250
+451
| +3% | +$19.5K | 0.08% | 264 |
|
|
2023
Q2 | $674K | Sell |
15,799
-1,759
| -10% | -$70.8K | 0.07% | 275 |
|
|
2023
Q1 | $656K | Buy |
17,558
+828
| +5% | +$36.1K | 0.06% | 281 |
|
|
2022
Q4 | $691K | Buy |
16,730
+143
| +0.9% | +$6.33K | 0.07% | 296 |
|
|
2022
Q3 | $667K | Buy |
16,587
+408
| +3% | +$17.5K | 0.08% | 272 |
|
|
2022
Q2 | $634K | Sell |
16,179
-1,102
| -6% | -$48.4K | 0.06% | 319 |
|
|
2022
Q1 | $837K | Sell |
17,281
-871
| -5% | -$46.6K | 0.07% | 285 |
|
|
2021
Q4 | $871K | Buy |
18,152
+178
| +1% | +$8.76K | 0.07% | 287 |
|
|
2021
Q3 | $834K | Buy |
17,974
+6,171
| +52% | +$286K | 0.07% | 290 |
|
|
2021
Q2 | $535K | Buy |
11,803
+2,535
| +27% | +$113K | 0.07% | 315 |
|
|
2021
Q1 | $362K | Buy |
+9,268
| New | +$328K | 0.04% | 430 |
|
|
2020
Q4 | – | Sell |
-9,748
| Closed | -$250 | – | 584 |
|
|
2020
Q3 | $250 | Sell |
9,748
-811
| -8% | -$20K | 0.03% | 438 |
|
|
2020
Q2 | $270K | Sell |
10,559
-1,991
| -16% | -$54.5K | 0.04% | 408 |
|
|
2020
Q1 | $360K | Sell |
12,550
-342
| -3% | -$14.5K | 0.08% | 308 |
|
|
2019
Q4 | $691K | Buy |
12,892
+1,931
| +18% | +$101K | 0.12% | 248 |
|
|
2019
Q3 | $553K | Sell |
10,961
-201
| -2% | -$9.47K | 0.38% | 79 |
|
|
2019
Q2 | $528K | Sell |
11,162
-1,853
| -14% | -$86.7K | 0.21% | 143 |
|
|
2019
Q1 | $629 | Sell |
13,015
-19,186
| -60% | -$944K | 0.17% | 165 |
|
|
2018
Q4 | $1.2M | Buy |
32,201
+9,808
| +44% | +$502K | 0.3% | 102 |
|
|
2018
Q3 | $1.18M | Buy |
22,393
+11,304
| +102% | +$645K | 0.17% | 183 |
|
|
2018
Q2 | $615K | Sell |
11,089
-1,407
| -11% | -$75.4K | 0.19% | 173 |
|
|
2018
Q1 | $655K | Sell |
12,496
-5,164
| -29% | -$307K | 0.2% | 171 |
|
|
2017
Q4 | $1.07M | Buy |
17,660
+5,452
| +45% | +$308K | 0.27% | 123 |
|
|
2017
Q3 | $673K | Sell |
12,208
-2,920
| -19% | -$155K | 0.22% | 146 |
|
|
2017
Q2 | $838K | Buy |
15,128
+4,362
| +41% | +$234K | 0.31% | 106 |
|
|
2017
Q1 | $599K | Buy |
10,766
+2,659
| +33% | +$151K | 0.23% | 132 |
|
|
2016
Q4 | $447K | Sell |
8,107
-3,902
| -32% | -$196K | 0.22% | 152 |
|
|
2016
Q3 | $532K | Sell |
12,009
-979
| -8% | -$46.8K | 0.26% | 126 |
|
|
2016
Q2 | $615K | Buy |
12,988
+2,761
| +27% | +$135K | 0.34% | 109 |
|
|
2016
Q1 | $495K | Buy |
10,227
+654
| +7% | +$32K | 0.32% | 109 |
|
|
2015
Q4 | $520K | Buy |
9,573
+927
| +11% | +$50.3K | 0.36% | 91 |
|
|
2015
Q3 | $486K | Buy |
8,646
+720
| +9% | +$39.6K | 0.31% | 98 |
|
|
2015
Q2 | $446K | Buy |
7,926
+355
| +5% | +$19.8K | 0.28% | 109 |
|
|
2015
Q1 | $412K | Buy |
7,571
+244
| +3% | +$13.2K | 0.27% | 109 |
|
|
2014
Q4 | $402K | Buy |
+7,327
| New | +$388K | 0.23% | 126 |
|
Other funds holding WFC
CF
DJC
BPC
Koshinski Asset Management's WFC Position: Q2 2026 in Review
Koshinski Asset Management increased its Wells Fargo (WFC) stake by 0.73% in Q2 2026, buying an estimated $8.84K and bringing the position to 15,139 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #249.
Koshinski Asset Management first reported a position in WFC in Q4 2014 and has held it in 45 quarters since. The position peaked at $654M in Q4 2024. 1,035 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Koshinski Asset Management held 15,139 shares of Wells Fargo worth $1.25M as of Q2 2026.
- Koshinski Asset Management bought 110 Wells Fargo shares in Q2 2026, an estimated $8.84K.
- Wells Fargo made up 0.07% of Koshinski Asset Management's portfolio in Q2 2026, its #249 holding.
- Koshinski Asset Management first reported a position in Wells Fargo in Q4 2014 and has held it in 45 quarters since.
- Koshinski Asset Management's Wells Fargo position peaked at $654M in Q4 2024.
- 1,035 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.