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L. Roy Papp & Associates’s Wells Fargo WFC Stock Holding History

L. Roy Papp & Associates’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 		$604K Hold
7,310
– – 0.06% 122
2026
Q1 		$582K Hold
7,310
– – 0.07% 119
2025
Q4 		$681K Hold
7,310
– – 0.08% 113
2025
Q3 		$613K Sell
7,310
-2,693
-27% -$218K 0.07% 119
2025
Q2 		$801K Sell
10,003
-637
-6% -$45.9K 0.1% 98
2025
Q1 		$764K Buy
10,640
+3
+0% +$225 0.09% 101
2024
Q4 		$747K Sell
10,637
-4,281
-29% -$292K 0.09% 102
2024
Q3 		$843K Sell
14,918
-4,921
-25% -$278K 0.1% 98
2024
Q2 		$1.18M Sell
19,839
-794
-4% -$46.9K 0.14% 85
2024
Q1 		$1.2M Buy
20,633
+15,066
+271% +$788K 0.14% 89
2023
Q4 		$274K Sell
5,567
-948
-15% -$40.9K 0.03% 152
2023
Q3 		$266K Buy
6,515
+636
+11% +$27.5K 0.04% 145
2023
Q2 		$251K Sell
5,879
-833
-12% -$33.5K 0.03% 155
2023
Q1 		$251K Buy
6,712
+12
+0.2% +$523 0.03% 156
2022
Q4 		$277K Sell
6,700
-88
-1% -$3.9K 0.04% 152
2022
Q3 		$273K Buy
6,788
+12
+0.2% +$516 0.04% 152
2022
Q2 		$265K Buy
6,776
+509
+8% +$22.3K 0.04% 152
2022
Q1 		$304K Buy
6,267
+9
+0.1% +$482 0.04% 151
2021
Q4 		$300K Buy
6,258
+52
+0.8% +$2.56K 0.03% 160
2021
Q3 		$288K Buy
6,206
+8
+0.1% +$370 0.04% 155
2021
Q2 		$281K Buy
+6,198
New +$277K 0.04% 157
2021
Q1 		– Sell
-7,388
Closed -$223K – 187
2020
Q4 		$223K Buy
+7,388
New +$191K 0.03% 168
2020
Q2 		– Sell
-6,968
Closed -$200K – 166
2020
Q1 		$200K Buy
6,968
+21
+0.3% +$893 0.04% 148
2019
Q4 		$374K Buy
6,947
+16
+0.2% +$838 0.05% 140
2019
Q3 		$350K Buy
6,931
+18
+0.3% +$848 0.05% 136
2019
Q2 		$327K Buy
6,913
+17
+0.2% +$795 0.05% 139
2019
Q1 		$333K Buy
6,896
+14
+0.2% +$689 0.06% 126
2018
Q4 		$317K Buy
6,882
+13
+0.2% +$666 0.07% 122
2018
Q3 		$361K Buy
6,869
+12
+0.2% +$685 0.06% 124
2018
Q2 		$380K Buy
6,857
+11
+0.2% +$589 0.07% 120
2018
Q1 		$359K Buy
6,846
+11
+0.2% +$653 0.07% 129
2017
Q4 		$415K Sell
6,835
-14
-0.2% -$791 0.08% 116
2017
Q3 		$378K Sell
6,849
-890
-12% -$47.3K 0.08% 103
2017
Q2 		$429K Sell
7,739
-74
-0.9% -$3.96K 0.09% 115
2017
Q1 		$435K Sell
7,813
-508
-6% -$28.8K 0.1% 103
2016
Q4 		$459K Buy
8,321
+329
+4% +$16.5K 0.11% 105
2016
Q3 		$354K Buy
7,992
+212
+3% +$10.1K 0.08% 118
2016
Q2 		$368K Sell
7,780
-122
-2% -$5.95K 0.09% 121
2016
Q1 		$382K Buy
7,902
+1
+0% +$49 0.09% 120
2015
Q4 		$430K Sell
7,901
-22
-0.3% -$1.2K 0.11% 109
2015
Q3 		$407K Buy
7,923
+951
+14% +$52.3K 0.1% 110
2015
Q2 		$392K Buy
6,972
+22
+0.3% +$1.23K 0.09% 115
2015
Q1 		$378K Sell
6,950
-1,499
-18% -$81K 0.08% 119
2014
Q4 		$463K Hold
8,449
– – 0.1% 110
2014
Q3 		$438K Buy
8,449
+1
+0% +$51 0.1% 106
2014
Q2 		$444K Buy
8,448
+134
+2% +$6.74K 0.1% 109
2014
Q1 		$414K Buy
8,314
+1
+0% +$47 0.1% 106
2013
Q4 		$377K Buy
8,313
+701
+9% +$30.3K 0.08% 112
2013
Q3 		$315K Hold
7,612
– – 0.07% 120
2013
Q2 		$314K Buy
+7,612
New +$297K 0.08% 113

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

L. Roy Papp & Associates's WFC Position: Q2 2026 in Review

L. Roy Papp & Associates held its Wells Fargo (WFC) position steady in Q2 2026 at 7,310 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #122.

L. Roy Papp & Associates first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.2M in Q1 2024. 1,038 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • L. Roy Papp & Associates held 7,310 shares of Wells Fargo worth $604K as of Q2 2026.
  • L. Roy Papp & Associates left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.06% of L. Roy Papp & Associates's portfolio in Q2 2026, its #122 holding.
  • L. Roy Papp & Associates first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
  • L. Roy Papp & Associates's Wells Fargo position peaked at $1.2M in Q1 2024.
  • 1,038 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.