Koshinski Asset Management
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Koshinski Asset Management’s Wells Fargo WFC Stock Holding History

Koshinski Asset 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 		$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

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

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. 989 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.
  • 989 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.