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Leavell Investment Management’s Wells Fargo WFC Stock Holding History

Leavell Investment 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 		$1.91M Sell
23,089
-837
-3% -$67.3K 0.07% 241
2026
Q1 		$1.9M Buy
23,926
+645
+3% +$55.4K 0.08% 229
2025
Q4 		$2.17M Sell
23,281
-652
-3% -$56.6K 0.09% 210
2025
Q3 		$2.01M Buy
23,933
+1
+0% +$81 0.08% 217
2025
Q2 		$1.92M Buy
23,932
+2,200
+10% +$159K 0.09% 216
2025
Q1 		$1.56M Sell
21,732
-1,400
-6% -$105K 0.08% 231
2024
Q4 		$1.62M Buy
23,132
+1,790
+8% +$122K 0.08% 225
2024
Q3 		$1.21M Buy
21,342
+281
+1% +$15.9K 0.06% 266
2024
Q2 		$1.25M Sell
21,061
-3,018
-13% -$178K 0.07% 238
2024
Q1 		$1.4M Buy
24,079
+490
+2% +$25.6K 0.08% 225
2023
Q4 		$1.16M Sell
23,589
-4,120
-15% -$178K 0.07% 233
2023
Q3 		$1.13M Sell
27,709
-205
-0.7% -$8.85K 0.08% 225
2023
Q2 		$1.19M Sell
27,914
-1,084
-4% -$43.6K 0.08% 225
2023
Q1 		$1.08M Sell
28,998
-487
-2% -$21.2K 0.08% 231
2022
Q4 		$1.22M Sell
29,485
-500
-2% -$22.1K 0.09% 208
2022
Q3 		$1.21M Buy
29,985
+1,337
+5% +$57.4K 0.1% 196
2022
Q2 		$1.12M Buy
28,648
+281
+1% +$12.3K 0.09% 208
2022
Q1 		$1.38M Sell
28,367
-1,120
-4% -$59.9K 0.09% 193
2021
Q4 		$1.42M Sell
29,487
-1,995
-6% -$98.2K 0.09% 195
2021
Q3 		$1.46M Sell
31,482
-1,888
-6% -$87.4K 0.11% 171
2021
Q2 		$1.3M Hold
33,370
– – 0.11% 179
2021
Q1 		$1.3M Sell
33,370
-2,004
-6% -$70.9K 0.11% 179
2020
Q4 		$1.07M Sell
35,374
-1,852
-5% -$47.9K 0.09% 185
2020
Q3 		$875K Sell
37,226
-4,887
-12% -$120K 0.08% 196
2020
Q2 		$1.08M Sell
42,113
-7,380
-15% -$202K 0.1% 172
2020
Q1 		$1.42M Sell
49,493
-2,518
-5% -$107K 0.16% 127
2019
Q4 		$2.8M Sell
52,011
-8,045
-13% -$421K 0.26% 110
2019
Q3 		$3.03M Sell
60,056
-225
-0.4% -$10.6K 0.31% 98
2019
Q2 		$2.85M Sell
60,281
-536
-0.9% -$25.1K 0.3% 100
2019
Q1 		$2.94M Buy
60,817
+561
+0.9% +$27.6K 0.33% 94
2018
Q4 		$2.78M Sell
60,256
-1,438
-2% -$73.7K 0.35% 90
2018
Q3 		$3.24M Buy
61,694
+1,099
+2% +$62.7K 0.35% 87
2018
Q2 		$3.36M Buy
60,595
+99
+0.2% +$5.3K 0.38% 77
2018
Q1 		$3.17M Sell
60,496
-1,250
-2% -$74.3K 0.37% 80
2017
Q4 		$3.75M Sell
61,746
-1,171
-2% -$66.1K 0.44% 69
2017
Q3 		$3.47M Buy
62,917
+1,188
+2% +$63.1K 0.43% 72
2017
Q2 		$3.42M Sell
61,729
-746
-1% -$40K 0.43% 72
2017
Q1 		$3.48M Sell
62,475
-434
-0.7% -$24.6K 0.45% 66
2016
Q4 		$3.47M Sell
62,909
-6,445
-9% -$324K 0.48% 58
2016
Q3 		$3.07M Sell
69,354
-31,098
-31% -$1.49M 0.45% 61
2016
Q2 		$4.75M Sell
100,452
-3,584
-3% -$175K 0.7% 34
2016
Q1 		$5.03M Buy
104,036
+550
+0.5% +$26.9K 0.75% 28
2015
Q4 		$5.63M Buy
103,486
+4,609
+5% +$250K 0.82% 24
2015
Q3 		$5.08M Sell
98,877
-6,218
-6% -$342K 0.8% 26
2015
Q2 		$5.91M Buy
105,095
+2,959
+3% +$165K 0.92% 21
2015
Q1 		$5.56M Buy
102,136
+2,000
+2% +$108K 0.84% 24
2014
Q4 		$5.49M Sell
100,136
-5,010
-5% -$265K 0.85% 22
2014
Q3 		$5.45M Buy
105,146
+500
+0.5% +$25.7K 0.87% 19
2014
Q2 		$5.5M Buy
104,646
+2,405
+2% +$121K 0.87% 19
2014
Q1 		$5.08M Sell
102,241
-235
-0.2% -$10.9K 0.85% 21
2013
Q4 		$4.65M Sell
102,476
-498
-0.5% -$21.5K 0.79% 27
2013
Q3 		$4.25M Buy
102,974
+705
+0.7% +$30.1K 0.77% 29
2013
Q2 		$4.22M Buy
+102,269
New +$3.99M 0.79% 31

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Leavell Investment Management's WFC Position: Q2 2026 in Review

Leavell Investment Management reduced its Wells Fargo (WFC) stake by 3.5% in Q2 2026, selling an estimated $67.3K and leaving 23,089 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #241.

Leavell Investment Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.91M in Q2 2015. 806 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Leavell Investment Management held 23,089 shares of Wells Fargo worth $1.91M as of Q2 2026.
  • Leavell Investment Management sold 837 Wells Fargo shares in Q2 2026, an estimated $67.3K.
  • Wells Fargo made up 0.07% of Leavell Investment Management's portfolio in Q2 2026, its #241 holding.
  • Leavell Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Wells Fargo position peaked at $5.91M in Q2 2015.
  • 806 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.